Migrate from Smokeball to Nutshell

Smokeball contacts map directly to Nutshell people. Each person record carries name, email, phone, address, and salutation fields. Primary company association maps to the Nutshell account lookup on the person record. Contacts without a linked company receive a default 'Unassigned' account in Nutshell.

Smokeball staff records include name, email, status, and salutation. FlitStack resolves each staff email against Nutshell users to assign OwnerId on migrated records. Inactive Smokeball staff become inactive Nutshell users or are omitted from the user list — this is a configuration decision made before migration runs.

Smokeball companies map 1:1 to Nutshell accounts. Company name, domain/website, industry, phone, and address fields migrate directly. Smokeball parent-company hierarchies map to Nutshell's parent-account field. Multi-contact companies in Smokeball (N:N relationships) land as a single Nutshell account with all linked people associated.

Smokeball matters have no direct Nutshell equivalent — Nutshell has no concept of legal cases or matter types. We preserve matter description, matter number, matter type, and key dates as custom fields on the linked Nutshell account for reference. Matter-specific data like parties, opposing counsel, and court details are preserved in a long-text custom field.

Smokeball matter parties (Initiating Party, Responding Party, Client, Other Side) are merged into the Nutshell person record as a custom field (Party_Role__c) attached to the account representing the matter. Each party role is stored as a delimited value so firms can reconstruct party structure from the custom field after migration.

Smokeball activity records — tasks, document work, memos, emails — migrate as Nutshell activities with original timestamps and owners preserved. Activity type maps to Nutshell's activity kind field. Each activity links to its parent person or account record. Bulk activity imports run after persons and accounts are established.

Smokeball time entries map to Nutshell notes because Nutshell has no time-tracking module. Each time entry is written as a note with type='Time Entry', the duration in the note body, and a reference to the linked matter/account. Billable/non-billable flag is preserved as a custom field on the note. Time-entry data must be reconciled against separate billing software.

Smokeball documents attach to matters and contacts. FlitStack re-uploads document files to Nutshell, attaching each to the corresponding person or account record. File names and original upload dates are preserved in the Nutshell file metadata. Large document volumes increase migration time due to file-reupload overhead.

Smokeball custom fields on contacts, companies, and matters become Nutshell custom fields on the corresponding record type (Person, Account, or Lead). Nutshell supports custom field types including text, number, date, dropdown, and checkbox. FlitStack creates the custom fields in Nutshell via its custom fields API before writing the data. Field types are mapped intelligently — a Smokeball dropdown becomes a Nutshell dropdown with the same options.

Smokeball workflows — automated task series applied to matters — have no Nutshell equivalent. Nutshell offers personal email sequences and lead assignment rules, but not multi-step matter-based workflow automation. FlitStack exports Smokeball workflow definitions as a JSON reference file that your team can use to rebuild logic in Nutshell's automation tools or a third-party integration platform.

Smokeball billing records, trust accounting entries, invoices, and disbursement data do not map to Nutshell because Nutshell has no billing or accounting module. Financial records must be exported from Smokeball and migrated to dedicated accounting software (QuickBooks, Xero, LawPay). FlitStack can export billing data as CSV for import into your accounting platform of choice.

Smokeball contact and company tags migrate directly to Nutshell tags on the corresponding person and account records. Tags are preserved as-is — no transformation required. Tags used for segmentation in Smokeball can continue to be used for filtering in Nutshell's list view.