Migrate from StrategicERP to Nutshell

StrategicERP's Leads Management records map directly to Nutshell Persons. Fields including name, email, phone, and lead source migrate as direct mappings. Owner assignment resolves by email match against Nutshell users. If a StrategicERP owner email does not match any Nutshell user, the record is flagged and assigned to a fallback owner pending manual review.

StrategicERP lead stages (New, Contacted, Qualified, Lost) map value-by-value to Nutshell Lead Status options. Custom lead stages in StrategicERP require a custom value mapping table built during the migration plan phase. We work with your team to identify all custom stage values and create the corresponding Nutshell options before the migration run.

StrategicERP's Real Estate CRM Company records (name, address, contact person, industry) map to Nutshell Accounts. Company hierarchies (parent/child) flatten to a single Account record; the parent relationship is preserved as a custom Account field for reference. This flattening approach maintains data integrity while fitting within Nutshell's Account structure.

Active sales records in StrategicERP's Real Estate CRM map to Nutshell Deals. Fields including deal name, amount, stage, close date, and owner migrate directly. Stage names require value mapping to Nutshell's pipeline stages. We coordinate with your team to define the stage mapping before migration, ensuring that deal progress is accurately reflected in Nutshell's pipeline.

StrategicERP property records (unit number, floor, configuration, booking status, payment plan) have no Nutshell native equivalent. These fields migrate as custom fields on the associated Deal or Account record. Property-level status workflows require manual rebuild in Nutshell's automation tools. We document all custom field mappings and provide guidance on recreating workflows post-migration.

StrategicERP Construction CRM project records can be reframed as Nutshell Deals with custom fields for project phase, site location, and contractor. Operational data (purchase orders, material schedules) has no CRM equivalent and is archived as a reference export rather than migrated.

StrategicERP Contractor Management records map to Nutshell Accounts with a custom type field set to 'Contractor'. Services or trade categories migrate as custom multi-select fields. Daily rate and contract value fields become custom numeric fields on the Account. This structure allows you to track contractor relationships and performance within Nutshell's standard account management interface.

StrategicERP's Stock Management, Purchase Orders, and inventory records are ERP financials with no CRM analogue. These remain in StrategicERP. We export them as a standalone data file for reference and archive; they are not inserted into Nutshell. This export preserves your financial and inventory data for future reference or integration with dedicated accounting software.

Notes attached to Leads, Companies, or Deals in StrategicERP migrate as Nutshell Notes, linked to the corresponding Person, Account, or Deal record. File attachments download and re-upload to Nutshell's file storage. Large files (>25MB) are flagged for manual re-upload. We verify that all note content and file links are properly associated in Nutshell after migration.

Activity history logged in StrategicERP — call logs, email records, meeting schedules — migrates as Nutshell Activities associated with the relevant Person or Deal. Original timestamps and owner IDs are preserved. Nutshell's activity types (call, email, meeting) map directly from StrategicERP's activity kinds.

StrategicERP Financial Management module records (invoices, receipts, payment plans) are accounting data outside Nutshell's scope. These are exported as a structured CSV/JSON file for import into accounting software. They are not inserted into Nutshell Deals or Accounts. We provide a mapping guide for importing this financial data into your accounting system of choice.

StrategicERP user accounts (sales reps, project managers) are matched to Nutshell users by email address. Unmatched users are flagged before migration; their records assign to a fallback Nutshell owner. Nutshell's per-user billing means the client must provision Nutshell seats for all active migrated owners.

Any custom fields defined within StrategicERP's module builder (e.g., field agent region, project priority tier, unit Carpet Area) migrate as Nutshell custom fields on the appropriate record type. Field data types are preserved; unsupported types (e.g., complex calculations) are stored as text.

StrategicERP's E-Commerce module (Lokacart) product catalog does not have a Nutshell equivalent. Product SKUs, pricing, and inventory levels are exported separately. If the client uses Nutshell for sales and a separate platform for commerce, product data remains in the commerce platform.