Migrate from Total Control Pro to Nutshell

Total Control Pro Customer records (with contact details, account terms, and associated sales order references) split into Nutshell Account (the company or business entity) and Person (the individual contact at that company). The primary contact name from Total Control Pro becomes the first Person record; any secondary contacts from the same customer account become additional Person records linked to the same Account. We use the company name as the Account name and preserve account terms and payment terms in a custom field on the Account record.

Total Control Pro Product definitions (part numbers, descriptions, unit of measure, and standard cost) map to Nutshell Product records. Part number maps to Product Code. We create Standard Price Book entries during import so that Products are immediately available on Deals. BOM component relationships do not map to Nutshell because Nutshell Products do not have a BOM structure; we deliver a separate BOM inventory document listing each product's components for manual reference.

Total Control Pro Supplier records (with part supply links, lead times, and associated purchase item assignments) map to Nutshell Account records tagged with a custom Account Type field of 'Vendor'. We preserve supplier lead times and the associated purchase item links in custom fields on the Account. Nutshell does not have a native vendor object, so the vendor classification uses a custom dropdown field we create during schema setup.

We enumerate every user-defined field in Total Control Pro during the discovery call and create equivalent custom fields in Nutshell during schema setup. Nutshell supports text (225 character max), long text, currency, date, checkbox, dropdown (single-select), and multi-select types. We map field types where possible; fields with data types not supported by Nutshell (such as complex manufacturing-specific formats) are flagged and delivered as structured CSV for manual entry or external BI use.

Total Control Pro stores document attachments (drawings, SOPs, inspection images) in its own file store without a documented export endpoint. We flag these for manual transfer and document the file store structure during discovery so the customer's team can copy attachments to a shared drive or document management system post-migration. We do not migrate attachments as a standard scope item.

Total Control Pro Work Orders carry operational status, assigned operations, and timestamps. Nutshell has no Work Order or job record equivalent. Work Orders remain in Total Control Pro or migrate to a dedicated MES platform. We deliver a written Work Order inventory summarizing open, in-progress, and closed work orders as of the migration cutoff date for reference in the destination system.

Total Control Pro Bills of Materials have multi-level structures with revision numbers. Nutshell Products do not support BOM hierarchies. We deliver a BOM inventory document listing each product's active revision, component part numbers, quantities, and routing as of migration cutoff. The customer recreates BOMs in their MES or ERP if needed.

The Manufacturing Intelligence Module stores calculated KPIs (OEE, cycle time, scrap rates) in a proprietary time-series format not exposed in standard Total Control Pro exports. These metrics are manufacturing-operation-specific and have no CRM equivalent in Nutshell. We deliver a targeted MIM export as a structured CSV alongside the transactional migration for ingestion into the customer's BI or reporting tool.