Migrate from Texada Software to Nutshell

Texada customer records map 1:1 to Nutshell People. Fields like first name, last name, email, phone, and address translate directly. Nutshell Person requires a primary Company association — contacts without a Texada company assignment are linked to a default 'Unassigned' company record created during migration.

Texada company records map to Nutshell Companies. Company name, domain/website, industry, and employee count translate directly. Texada parent-child company hierarchies map to Nutshell's Company hierarchy field so subsidiary relationships are preserved. Address information, phone numbers, and other contact details also transfer directly to maintain complete company profiles in Nutshell for your sales and support teams.

Texada leads that have not yet converted to customers map to Nutshell Leads. Lead status, source, and owner translate directly. Nutshell Leads can later be converted to Person+Company records — the migration sets the Lead creation date from Texada's original lead creation timestamp for reporting continuity.

Texada rental contracts with active status become Nutshell Deals. The contract number becomes the Deal name. Contract value maps to Deal amount, and contract status (Active, Expired, Pending Renewal) maps to Nutshell stage values via a value-mapping table. Equipment unit linked to the contract is stored as a custom field on the Deal since Nutshell has no equipment-asset object.

Texada work orders have no Nutshell equivalent. The migration converts work order summary, status, assigned technician, labor hours, parts used, and total cost into a structured Nutshell Note attached to the related Person or Company record. Work-order number is preserved as a custom field on the Note for traceability.

Texada equipment units are industry-specific records with serial number, model, condition, GPS data, and maintenance history. Nutshell has no equipment object — equipment serial number and model migrate as custom text fields on the Company record linked to the rental contract. Maintenance history is appended as structured Notes on the Company.

Texada invoices carry line items, tax, payment terms, and AR aging data. Nutshell does not have an invoice object. Invoice summary (total, balance due, status) migrates as read-only custom fields on the associated Deal. Full invoice detail requires a separate accounting tool post-migration — FlitStack flags invoice records for manual reconciliation.

Texada multi-division setups assign customers, equipment, and contracts to branches. Nutshell has no native division or branch object. The Texada division identifier migrates as a custom pick-list field on Person and Company so teams can filter and report by branch post-migration.

Texada user accounts are matched to Nutshell users by email address. Unmatched users are flagged before migration so the team can provision Nutshell accounts first. Division-level permissions in Texada have no Nutshell equivalent — team-based sharing rules are configured manually post-migration.

Texada file attachments on work orders, contracts, and customer records download and re-upload to Nutshell Notes as inline attachments. File size limits on Nutshell's storage apply — documents exceeding the limit are flagged for manual delivery. Original file names and upload dates are preserved in the Note for auditability.

Texada parent-company and subsidiary relationships map to Nutshell's Company parent field. The migration resolves the hierarchy so parent companies are created before subsidiaries — circular references detected during extraction are flagged and collapsed to the nearest valid parent. This ensures all organizational relationships are preserved and maintain proper referential integrity within Nutshell's data structure.

Texada WorkFlow rules (multi-step web forms, approval chains, conditional routing by division or work-order status) have no equivalent in Nutshell. FlitStack exports WorkFlow rule definitions as a JSON reference file for a Salesforce admin or Nutshell admin to rebuild using Nutshell's sequence automation on Pro+ or an external workflow tool.