Migrate from Summit Service Systems to Nutshell

Summit customer records (business name, billing address, contact details) map directly to Nutshell Companies. Primary contact within the customer record maps to a linked Person. Multi-location customers in Summit with separate site records create separate Company entries linked via Nutshell's parent-company field.

Individual contact records in Summit (name, email, phone, role) migrate to Nutshell People. Primary contact flag in Summit maps to Nutshell's primary-contact designation. Service contacts who are also sales leads create both a Person and a Lead record in Nutshell based on the contact's status in Summit.

Open and recent closed work orders migrate as Nutshell Activities (Tasks) with the work-order number, description, and status preserved in custom fields. High-value or recurring service contracts map to Nutshell Deals so the revenue history is visible in the pipeline. Completed one-off service calls migrate as historical Tasks.

Prospective customers in Summit's pipeline map 1:1 to Nutshell Leads. Lead status in Summit (New, Contacted, Qualified) maps to Nutshell's Lead Status pick-list via value mapping. Unqualified leads with no contact history become Nutshell Leads; those with prior service interactions also create linked Person records.

Summit asset records have no direct Nutshell equivalent. Asset ID, equipment type, serial number, and service contract status migrate to custom fields on the linked Company record. Detailed asset specifications migrate as Nutshell Notes attached to the Company, providing reference context without requiring a separate object.

Summit locations and sites attached to a customer split into separate Nutshell Company records when they represent distinct service addresses. Each location-Company links back to the parent customer via the parent-company field. Single-site customers produce one Company; multi-site customers produce a parent Company with child Company records per location.

Summit technician and field-worker records resolve to Nutshell Users by email match. Technicians without Nutshell login credentials become inactive users or are reassigned to the owner of their service accounts. Dispatch assignment history migrates as Activities on the related service records.

Summit invoices map to Nutshell Deals with the invoice amount as the Deal value and invoice status mapped to a custom Deal-status field. Line-item detail migrates as Activities attached to the Deal for audit continuity. Recurring service contracts create linked Deals with custom fields for contract terms and renewal dates.

Service contracts in Summit (SLA tier, coverage period, response-time commitment) migrate as Nutshell custom fields on the linked Deal or Company. SLA tier maps to a custom pick-list; coverage dates map to custom date fields. Nutshell has no native contract object, so the contract relationship is preserved through custom fields and linked records.

Any Summit custom fields on Customer, Contact, Service Request, Asset, or Location migrate as Nutshell custom fields on the corresponding entity. Field type mapping applies: Summit text fields to Nutshell text fields, pick-lists to Nutshell choice fields, date fields to Nutshell date fields. Multi-select pick-lists in Summit require custom field configuration in Nutshell to accept multiple values.