Migrate from The Real Estate Platform (REP) to Nutshell

REP contacts map directly to Nutshell People with no transformation required. All standard contact fields — name, email, phone, address — migrate 1:1. REP contacts without a primary company attach as standalone People records in Nutshell, preserving all contact information independently without requiring a company association.

REP company records including brokerages, franchise offices, and agency names map to Nutshell Companies. Company addresses, websites, and industry classifications migrate as standard Nutshell Company fields. Parent-child company hierarchies in REP map to Nutshell's parent company association, maintaining organizational structure and reporting relationships in the new system.

REP listings do not have a direct Nutshell equivalent — Nutshell has no native property-listing object. We transform each REP listing into a Nutshell Deal record, populating Deal name with the property address, Deal amount with the listing price, and Deal stage with a mapped pipeline stage. Listing-specific fields (MLS number, property type, status) migrate as Nutshell custom fields on the Deal.

REP deal records (if REP is used with deal tracking alongside listings) map directly to Nutshell Deals. The deal amount, stage, close date, and owner migrate as standard Nutshell Deal fields. REP deal pipelines map to Nutshell pipeline stages with value-by-value translation.

REP agent records do not map to Nutshell contacts — they map to Nutshell Users. We resolve REP agent email addresses against Nutshell user accounts by email match. Unmatched agents are flagged for your team to create Nutshell user accounts before migration or assign to a fallback owner.

REP activity logs (calls, emails, meetings, notes attached to contacts or listings) migrate as Nutshell Activities. Original timestamps and activity type are preserved. Activity owners are resolved by email match to Nutshell users — unresolved activities are assigned to the migration owner.

REP's tenant-specific custom fields on any object require Nutshell custom field creation before migration. We enumerate all REP custom fields during the planning phase, create matching Nutshell custom fields for People, Companies, and Deals, then map values during migration. REP custom field data types (text, number, pick-list, date) map to equivalent Nutshell custom field types.

REP pipeline stages (e.g., Lead, Showing Scheduled, Offer Made, Under Contract, Closed) map to Nutshell Deal stages. Each REP stage name maps to a corresponding Nutshell stage name you configure. Stage order and probability percentages are preserved from REP if available, otherwise set to Nutshell defaults.

REP file attachments on contacts, companies, or listings migrate to Nutshell's file storage on the corresponding record. Files are downloaded from REP's storage and re-uploaded to Nutshell's file attachment system with original filenames preserved. File size limits follow Nutshell's standard attachment constraints.

REP records flagged as leads or prospects (not yet converted to contacts) migrate as Nutshell Leads. Lead status, source, and owner resolve by email match to Nutshell users. REP lead scores and rating values migrate as Nutshell custom fields on the Lead record.