CRM migration
Field-level mapping, validation, and rollback between The Real Estate CRM and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
The Real Estate CRM
Source
Nutshell
Destination
Compatibility
12 of 12
objects map 1:1 between The Real Estate CRM and Nutshell.
Complexity
CModerate
Timeline
48–72 hours
Overview
The Real Estate CRM organizes data around property-centric contacts, listing pipelines, and transaction milestones typical of real estate workflows. Nutshell takes a conventional CRM approach with separate People, Companies, Leads, and Deals objects where property associations require custom fields or tagging strategies. FlitStack AI maps The Real Estate CRM contacts and companies to Nutshell's People and Companies objects, and deal pipelines to Nutshell's Deals with stage-by-stage value mapping. Custom fields tracking property addresses, MLS numbers, and transaction roles migrate as Nutshell custom fields on the appropriate object. Activity history including calls, emails, and notes migrates as Tasks. Workflows, sequences, and automation logic do not migrate and must be rebuilt using Nutshell's workflow rules post-migration. The migration uses Nutshell's JSON-RPC API with scoped read access on The Real Estate CRM, so your team continues working during cutover. A 24-48 hour delta window captures in-flight changes before go-live. Sample migration runs against a representative slice before the full dataset commits.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a The Real Estate CRM object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
The Real Estate CRM
Contact
Nutshell
People
1:1The Real Estate CRM contact records map directly to Nutshell People objects. Core fields including name, email, phone, and address transfer 1:1. Primary company association from The Real Estate CRM migrates as the Company lookup on the Nutshell People record.
The Real Estate CRM
Company
Nutshell
Company
1:1The Real Estate CRM company records map to Nutshell Company objects without transformation. Company name, domain/website, industry, and address fields migrate as matching Nutshell Company fields. Parent-company hierarchies in The Real Estate CRM map to Nutshell's Parent Company field if the nested structure exists.
The Real Estate CRM
Lead
Nutshell
Lead
1:1Inbound leads in The Real Estate CRM with status values like New, Contacted, Qualified map to Nutshell Lead records. Lead status pick-list values require value-by-value mapping to Nutshell's lead stages. Unqualified leads from The Real Estate CRM land in Nutshell's Lead object before being converted to People.
The Real Estate CRM
Deal
Nutshell
Deal
1:1The Real Estate CRM deals map to Nutshell Deals. Deal name, amount, expected close date, and owner transfer directly. Pipeline stage names from The Real Estate CRM map to Nutshell Deal stage values through a value-mapping table created during the migration planning phase.
The Real Estate CRM
Pipeline Stage
Nutshell
Deal Stage
1:1Each stage in The Real Estate CRM pipeline (Active, Under Contract, Inspection, Closing, Closed Won, Closed Lost) maps to a corresponding Nutshell Deal stage. Probability values attached to stages in The Real Estate CRM migrate as a custom probability field on the Deal since Nutshell's default stage probabilities may differ.
The Real Estate CRM
Property Custom Fields
Nutshell
Custom Fields on People/Company/Deal
1:1The Real Estate CRM property-specific fields (MLS Number, Property Address, Listing Price, Property Type, Square Footage) have no native equivalent in Nutshell. These migrate as custom fields on the relevant Nutshell object (People for agent contacts, Company for brokerage, Deal for transaction records) and must be created before migration.
The Real Estate CRM
Transaction Role
Nutshell
Custom Field on Deal
1:1The Real Estate CRM tracks transaction roles like Buyer Agent, Listing Agent, Closing Coordinator on deals. Nutshell has no native role field on Deals. These migrate as a custom text or pick-list field on the Nutshell Deal record, populated from the source role values.
The Real Estate CRM
Activity (Call, Email, Meeting, Note)
Nutshell
Task
1:1Each task inherits the original activity type, subject line, date, duration, and any associated contact or deal reference. Timestamps and owner assignments remain unchanged on the Nutshell Task record, ensuring a complete audit trail. Additionally, any attachments linked to the activity are preserved as related files on the task, maintaining context across the migration.
The Real Estate CRM
Attachment/File
Nutshell
Attachment
1:1Files attached to contacts, companies, or deals in The Real Estate CRM are downloaded and re-uploaded to Nutshell's attachment model. The original file name and upload date are retained, and any file larger than Nutshell's size limit is flagged for alternative handling during migration planning. Attachment integrity is verified after transfer, and links to People, Companies, and Deals records are preserved.
The Real Estate CRM
Tag/Label
Nutshell
Tag
1:1Tags applied to contacts and deals in The Real Estate CRM migrate to Nutshell's tag system. Tag names are transferred as-is, with special characters sanitized to comply with Nutshell's format. Duplicate tags are merged, and any tag exceeding Nutshell's character limit is truncated. Tags on People records attach to the corresponding Nutshell People object; deal tags migrate as tags on the Nutshell Deal.
The Real Estate CRM
User/Owner
Nutshell
User
1:1The Real Estate CRM user records are matched to Nutshell users by email address. If a The Real Estate CRM owner does not have a corresponding Nutshell user account, their deals and activities are assigned to a fallback owner specified during migration planning. Unmatched owners are flagged before migration runs.
The Real Estate CRM
Workflow/Sequence
Nutshell
Not Migrated
1:1Automated sequences, drip campaigns, and workflow rules in The Real Estate CRM have no equivalent in Nutshell's automation model. These do not migrate. FlitStack exports workflow definitions as a reference document for manual rebuild using Nutshell's automation tools. During export, each workflow's trigger conditions, step sequence, and action assignments are documented in a CSV file. Teams can use this file to recreate logic in Nutshell's workflow builder or third-party integration platforms.
| The Real Estate CRM | Nutshell | Compatibility | |
|---|---|---|---|
| Contact | People1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Lead | Lead1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Pipeline Stage | Deal Stage1:1 | Fully supported | |
| Property Custom Fields | Custom Fields on People/Company/Deal1:1 | Fully supported | |
| Transaction Role | Custom Field on Deal1:1 | Fully supported | |
| Activity (Call, Email, Meeting, Note) | Task1:1 | Fully supported | |
| Attachment/File | Attachment1:1 | Fully supported | |
| Tag/Label | Tag1:1 | Fully supported | |
| User/Owner | User1:1 | Fully supported | |
| Workflow/Sequence | Not Migrated1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
The Real Estate CRM gotchas
No publicly documented API confirmed in research
Limited review volume for product validation
Add-on pricing model increases effective cost
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Audit The Real Estate CRM schema and data volume
FlitStack AI connects to The Real Estate CRM API with scoped read access and pulls a full schema export covering all objects, custom fields, pick-list values, and pipeline configurations. We count record volumes per object, identify duplicate risk, and flag records with missing required fields. The audit output includes a custom field creation checklist for Nutshell based on every property-tracking field found in your The Real Estate CRM instance. This step typically takes 2–3 business days and does not affect your team's access to The Real Estate CRM.
Create Nutshell custom fields and configure deal stages
Before data moves, your Nutshell admin (or our team acting as admin) creates the custom fields identified in the audit. MLS Number, Property Address, Listing Price, Transaction Role, and any other real estate-specific fields are set up on the appropriate Nutshell objects. Deal stages are configured to approximate your The Real Estate CRM pipeline stages, and a value-mapping table is built mapping every The Real Estate CRM stage name to its Nutshell equivalent. Owner accounts are matched by email; unmatched owners are flagged for team resolution.
Run a sample migration with field-level diff
A representative sample of 100–500 records migrates first, spanning contacts, companies, leads, deals, and activities across multiple stage values. We generate a field-level comparison report showing every field value in The Real Estate CRM alongside its Nutshell counterpart. You review the sample in Nutshell and confirm that pipeline mapping, property field population, and owner resolution meet expectations. Mapping adjustments happen before the full migration runs.
Execute full migration with delta-pickup window
Full data migration runs against Nutshell's API in sequence: Companies first, then People and Leads, then Deals with stage and owner mapping, then Tasks and Attachments. A delta-pickup window opens during or after the migration window and captures any records modified in The Real Estate CRM during the cutover period (typically 24–48 hours). Your team continues working in The Real Estate CRM throughout this window. Once delta records are reconciled, the final dataset represents your The Real Estate CRM state at go-live.
Validate record counts and field mapping, deliver audit log
FlitStack AI generates a reconciliation report comparing source and destination record counts per object, field-level fill rates, and a sample of field values for spot-checking. Any records that failed migration or landed with data issues are corrected in a remediation pass. An audit log of every migration operation is delivered for compliance records. One-click rollback is available if reconciliation reveals systemic issues before your team adopts Nutshell as the system of record.
Platform deep dives
The Real Estate CRM
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across The Real Estate CRM and Nutshell.
Object compatibility
4 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
The Real Estate CRM: Not publicly documented.
Data volume sensitivity
The Real Estate CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during The Real Estate CRM to Nutshell migration scoping. Not seeing yours? Book a call.
Walk through your The Real Estate CRM to Nutshell migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave The Real Estate CRM
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