Migrate from Trade Service Pro to Nutshell

Trade Service Pro customer records map directly to Nutshell People objects. All contact fields — name, email, phone, address, and custom properties — transfer to matching or custom fields on Person. Owner resolution happens by email match against Nutshell users.

Trade Service Pro stores a primary company on each customer record. That company link migrates as a Company record in Nutshell, then associates back to the Person via Nutshell's company-person relationship. Companies without any contacts route to a standalone Company import.

Trade Service Pro allows multiple company locations per customer. These locations are merged into a single Nutshell Company record, with each distinct location captured in a custom text field (Location_Branch__c). Because Nutshell lacks native multi‑location company hierarchies, the Location_Branch__c field preserves the branch identifier, address line, or site name from Trade Service Pro, enabling your team to reference the original location context within the unified company record.

Trade Service Pro job records become Nutshell Tasks. Job type, status, description, and scheduled date map to Task subject, status, description, and due date respectively. Technician assignment becomes Task owner. Original job create date and last-modified date are preserved as custom datetime fields.

Each completed job generates a Nutshell Activity log entry capturing the service performed, outcome, and technician notes. The activity records the job completion date, service type, and resolution details. Multiple service events on a single job become separate activity entries, each linked to the same Person and Company so that the service history appears in the customer timeline. FlitStack maps the activity type to a custom field (Service_Type__c) for filtering.

Nutshell has no native invoice object, so invoice records are migrated as Activities with custom fields for Invoice_Amount__c, Invoice_Status__c, and Balance_Due__c. Each activity’s description summarizes the line items as plain text, listing item, quantity, and price. Full invoice PDFs are attached directly to the activity for reference. Your team should reconcile invoice totals against Trade Service Pro reports before closing the source system, as Nutshell does not store payment data.

Trade Service Pro proposals map to Nutshell Activities with custom fields for Proposal_Value__c and Proposal_Status__c. Proposal body text goes into the activity notes. Nutshell Pro plans include a Quotes feature — FlitStack can create Nutshell Quotes from migrated proposals if your plan supports it.

Trade Service Pro intake records that represent prospective customers rather than active service relationships map directly to Nutshell Leads. Ad source, lead notes, and custom intake form fields migrate to matching or custom fields on the Lead object. FlitStack also preserves the original lead creation date as a custom datetime field (TSP_Created_Date__c) and maps the lead status to Nutshell’s built-in status picklist, ensuring a lead pipeline view from day one.

Trade Service Pro custom forms are object-specific intake instruments. Each form field becomes a Nutshell custom field on the relevant object type (Person, Company, or Lead). Multi-select or conditional form logic is simplified — Nutshell supports picklist and text custom fields but not conditional branching.

Trade Service Pro's pricebook stores products, services, and labor rates with tax-rate associations. Nutshell has no native product catalog. Service descriptions and rates are preserved as a custom Product_Services__c text field on relevant records — your team rebuilds the pricebook in Nutshell manually or via spreadsheet import.

Trade Service Pro user accounts resolve to Nutshell users by email match. Active users who exist in both systems get their records assigned to the matched Nutshell user. Users who only exist in Trade Service Pro are flagged as unmapped — you create their Nutshell accounts before migration commits.

Trade Service Pro file attachments on customers, jobs, or invoices are exported and re-hosted. Small files attach directly to the corresponding Nutshell Activity. Large files (photos, inspection reports) are stored externally with a link field added to the activity record.