Migrate from Successware to Nutshell

Successware's customer record (the individual contact at a business) maps directly to Nutshell's Person object. Name, phone, email, address, and contact type fields carry over directly in a 1:1 field mapping. Primary company linkage is preserved via the Person-Company association, ensuring each contact traces back to its parent business entity.

Successware stores the business name separately from the individual contact. This business record migrates to Nutshell's Company object with name, address, industry, and website transferred as direct field mappings. Multiple contacts at the same business all link back to this single Company record, preserving the one-to-many relationship.

Successware Jobs represent revenue-generating service events. They map to Nutshell Deals with the job name as the Deal name, the quoted or invoiced amount as the Deal value, and the job status mapped to the appropriate Nutshell pipeline stage. Job type and service category become custom fields on the Deal.

Small or recurring service tasks without revenue significance map to Nutshell Tasks instead of Deals. FlitStack maps jobs below a configurable revenue threshold to Tasks so the CRM reflects work history without inflating the pipeline with sub-threshold opportunities. The threshold is set during planning and approved before migration runs.

Successware's invoicing and accounts receivable records have no direct CRM equivalent in Nutshell. We preserve invoice numbers, amounts, dates, and payment status as a long-text custom field on the linked Deal or Company so the billing history remains accessible for reference during reconciliation.

Successware employees who are assigned as job dispatchers or account managers map to Nutshell Users by email match. Field technicians who do not need CRM access are preserved as a custom field value on relevant records rather than provisioned as Nutshell users.

Successware tracks equipment at the customer or job level (HVAC units, water heaters, etc.). This data migrates to Nutshell Company custom fields — text fields listing equipment type, model, and service history — because Nutshell has no native equipment asset object.

Successware categorizes jobs by service type (HVAC repair, plumbing, electrical, roofing). These values migrate to a Nutshell custom pick-list field on Deals. If Nutshell's tag model is preferred, the same values are also applied as Tags for cross-object filtering, giving teams flexibility in how they segment and report on service categories.

Job descriptions, technician notes, and service summaries migrate as Nutshell Notes attached to the corresponding Deal. Original timestamps and author information are preserved. If the note references a specific person at the Company, the note is attached to both the Deal and the Person record.

Successware custom fields on any object migrate to Nutshell custom fields of the closest matching type. Nutshell's import accepts text, long text, decision, date, and currency — fields that do not fit these types (e.g., multi-select pick-lists) are flagged for post-migration manual field creation and data backfill.