Migrate from Time Matters(r) to Nutshell

Time Matters Contacts map directly to Nutshell People. The primary company link is preserved as the primary Company assignment in Nutshell. Time Matters allows N:N contact-to-company relationships — the primary company is set as the Nutshell Company link; additional relationships are noted in a custom field for reference.

Time Matters Matters map to Nutshell Deals. Matter number, practice area, responsible attorney, and status are preserved as Nutshell custom fields on the Deal record. Matter-type (e.g., litigation, transactional, advisory) maps to a Nutshell custom field since Deals do not have a native type attribute beyond name and stage.

Time Matters Companies map to Nutshell Companies using domain-based matching to detect duplicates, with each firm's parent-company hierarchy preserved via Nutshell's native parent-company field where available. When a parent-company relationship cannot be represented natively, the hierarchy is captured in a custom text field (Parent_Company__c) as a dot‑separated path, enabling manual consolidation or structure recreation after the migration.

Calendar Events in Time Matters—including appointments, hearings, and deadlines—migrate as Nutshell Activities, preserving the original start datetime, end datetime, duration, and the linked Person, Company, or Deal record. Nutshell's unified activity model treats both meetings and tasks as Activities, so each event retains its type indicator (meeting, call, task) in a custom field where needed to maintain the original classification after migration.

Time Matters ToDo items are imported as Nutshell Tasks, keeping the original due date, priority level, and completion status. The assignee is resolved by matching the Time Matters user email to a Nutshell user account; if no match exists the task is flagged for manual owner assignment. Completed tasks retain their completion timestamp, and any notes or descriptions attached to the ToDo are preserved in the Task description field.

Time Matters Notes migrate to Nutshell Notes attached to the corresponding Person, Company, or Deal record. The note body text, create date, and last-modified date are preserved. Notes linked to multiple records in Time Matters are attached to the primary record and referenced in a custom field for the related records.

Time Matters time entries (billable hours with date, duration, and description) migrate as Nutshell Tasks of type 'Time Entry'. The original hours, date, and matter association are stored as custom fields on the Task record. Note that Nutshell does not have native billing; billable time is preserved as a reference record only.

Time Matters expense entries migrate as Nutshell Tasks with a custom field capturing the expense amount, category, and matter link. Original expense date and description are preserved. Trust balance and outstanding balance snapshots at migration time are recorded as one-time values in a custom field on the associated Matter/Deal.

Time Matters email communications (stored as to/from/subject/body without the original email) migrate as Nutshell Notes with an activity link. The email metadata (sender, recipient, timestamp, subject) is preserved as structured fields; the message body migrates as note content. Original MIME emails require a different preservation method and are noted separately.

Phone call logs from Time Matters migrate as Nutshell Calls, preserving caller/recipient name, call date, duration, and notes. Call outcome values (answered, voicemail, missed) are stored in a custom pick-list field (Call_Outcome__c) when present in the source record. The primary contact is linked as the Call owner, and additional participants are noted in a secondary custom field for reference.

Time Matters file attachments migrate as Nutshell Files. Documents are downloaded from the file server, decrypted if encrypted, and re-uploaded to Nutshell's cloud storage linked to the corresponding Person, Company, or Deal record. File name, create date, and file size are preserved. Encrypted attachments require the Time Matters admin to provide decryption access before migration.

Each active Time Matters custom field that does not map to a standard Nutshell field is created as a Nutshell custom field on the appropriate entity (Person, Company, or Lead). Firms are encouraged to prune unused custom fields before migration to reduce Nutshell schema clutter. Fields are created as Text, Number, Date, or Picklist based on the source data type.