Migrate from ServiceMonster to Nutshell

ServiceMonster accounts map directly to Nutshell Companies. Account name, primary address, phone number, website URL, and any custom account fields transfer as corresponding Nutshell Company fields. For multi-location accounts with separate addresses or distinct ServiceMonster sub-account structures, FlitStack AI may split these into multiple Nutshell Company records to preserve location-level detail accurately.

ServiceMonster contacts map to Nutshell People. First name, last name, email address, phone number, mobile phone, job title, and address fields align directly. The primary account association in ServiceMonster becomes the Nutshell Person's linked Company. Secondary contact roles or custom contact type classifications map to Nutshell Person custom fields.

ServiceMonster jobs are the core migration challenge. Each job converts to a Nutshell Deal with the associated ServiceMonster account mapped to the Nutshell Company, the contact mapped to the Nutshell Person, and the job total amount mapped to the Deal value. Job status (Scheduled, In Progress, Completed, Invoiced) maps to Nutshell pipeline stages based on a value-mapping table agreed upon before migration.

ServiceMonster order line items (services rendered, products used) map to Nutshell Deal Products if Nutshell Products have been pre-created with matching service and product names. If no matching Nutshell Products exist, line items are preserved as a custom field note on the Deal summarizing the service performed and quantity.

ServiceMonster services and products from the price list map to Nutshell Products. Unit of measure, per-unit price, and description transfer. Products must be pre-created in Nutshell or created during migration so Deal line items can reference them by Nutshell product ID.

ServiceMonster account-level custom fields and tags require corresponding Nutshell Company custom fields. We create these in Nutshell before migration and populate them from ServiceMonster field values. Multi-select pick-list tags become Nutshell multi-value custom fields or comma-delimited text fields depending on Nutshell field type availability.

ServiceMonster contact-level custom properties beyond standard name, email, and phone fields require Nutshell Person custom fields. We analyze ServiceMonster's custom field definitions during the pre-migration schema audit, generate matching field definitions for Nutshell, and create the corresponding custom fields on the Person object during the setup phase before data migration begins.

ServiceMonster employees map to Nutshell users by email address. Owner assignment on ServiceMonster jobs, orders, and accounts transfers as the Deal or Company owner in Nutshell. Unmatched ServiceMonster employees (no Nutshell user with matching email) are flagged for your team to create Nutshell users or reassign records before migration.

ServiceMonster lead sources (how customers found the business) have no native Nutshell equivalent. We map lead sources to a Nutshell custom field on Person or Company — either a pick-list or text field depending on whether ServiceMonster uses a controlled vocabulary for lead source values.

ServiceMonster invoices map to Nutshell Deals with a Closed Won stage and payment status tracked in a custom field. Invoice line items, totals, payment history, and balance due are preserved as Deal notes and custom fields. Full accounting records (AR aging, payment receipts) are not migrated — those remain in ServiceMonster for financial reference.

ServiceMonster schedule entries, appointments, GPS check-in times, and route data have no operational equivalent in Nutshell. We export these records and attach them as Notes or custom field text blocks on the corresponding Nutshell Deal (for the job) and Person record. They serve as historical reference, not as active Nutshell calendar events.

ServiceMonster file attachments on accounts, contacts, and orders re-upload to Nutshell as attachments on the corresponding Company, Person, or Deal record. File size limits apply per Nutshell's storage configuration. Images and PDFs attached to ServiceMonster invoices are preserved as Deal attachments in Nutshell.