Migrate from STEL Order to Nutshell

STEL Order clients map directly to Nutshell People. The client's name, email, phone, address, and company association all have direct Nutshell Person fields. Owner resolution uses email matching against Nutshell users. Clients without a company association land as standalone People records.

STEL Order companies map to Nutshell Companies with a direct 1:1 field correspondence for name, domain, industry, employee count, and annual revenue. The industry pick-list in STEL Order may need value mapping where terminology differs from Nutshell's industry taxonomy. Additionally, any custom industry classifications defined in STEL Order are reviewed and aligned to available Nutshell options during the migration planning phase.

STEL Order product catalog items (name, description, unit price, SKU) migrate to Nutshell Products. Inventory quantities stored in STEL Order cannot map to a Nutshell field since Nutshell does not include inventory tracking; we store the last-known quantity as a custom field on the Product record for reference.

STEL Order quotes map to Nutshell Deals with quote name as Deal name, monetary amount as Deal value, and the quote status (Sent, Accepted, Declined) mapped to corresponding Nutshell pipeline stages. Product line items on STEL Order quotes become Deal line items in Nutshell.

Nutshell has no native invoice object. We map STEL Order invoices to Deals with custom fields capturing Invoice_Number__c, Invoice_Date__c, Invoice_Amount__c, and Invoice_Status__c. The original invoice PDF, if stored in STEL Order, is attached to the Deal as a Nutshell file reference.

STEL Order work orders have no direct Nutshell equivalent. We map them to Deals with custom fields: Work_Order_ID__c (original STEL Order ID for traceability), Work_Order_Type__c (scheduling, maintenance, repair), Work_Order_Status__c (open, in-progress, completed), and Scheduled_Date__c. The work order description and technician notes become a linked Nutshell Note attached to the Deal.

STEL Order stores client address as structured fields (street, city, state, postal code, country). These map to the corresponding address fields on the Nutshell Person record. For clients with multiple addresses, the primary address maps to Person fields and additional addresses are stored in a custom field as a formatted text reference.

STEL Order call logs (subject, call date, duration, outcome notes) migrate as Nutshell Tasks with Task Type set to 'Call'. Original timestamps and the assigned technician (owner) are preserved. The parent record link to the STEL Order client or work order maps to the corresponding Nutshell Person or Deal.

STEL Order work notes and general notes migrate as Nutshell Notes attached to the relevant Person, Company, or Deal record. Original creation timestamps and note authors are preserved. Rich-text formatting in STEL Order notes is converted to plain text for Nutshell's Note model.

STEL Order email activity (subject, body, sent/received date, direction) migrates as Nutshell Tasks with Type 'Email'. The parent Person or Deal association is preserved. Email body content migrates as the Task description. Attachments referenced in STEL Order emails are noted in the Task record, though actual file migration depends on whether the files are accessible via the STEL Order API.

STEL Order staff records (name, email, role) map to Nutshell Users via email matching. Unmatched staff members are flagged before migration. Nutshell user roles (admin, standard) are assigned based on the staff member's role in STEL Order. If a staff member's role does not have a direct equivalent in Nutshell, the account is assigned the standard user role pending review.

STEL Order custom fields attached to clients migrate as Nutshell custom fields on the Person object. Field data type is preserved (text, number, date, pick-list). For pick-list custom fields, the pick-list values are created in Nutshell and mapped value-by-value. Required field settings in STEL Order are reviewed, though Nutshell's field requirements may differ from STEL Order's validation rules.