Migrate from Traffic Ticket CRM to Nutshell

Traffic Ticket CRM contacts migrate to Nutshell People. Name, email, phone, address, and job title transfer as direct field maps. Contacts without a primary company attach to a placeholder company in Nutshell. Original create and update timestamps are preserved as custom datetime fields because Nutshell sets CreatedDate at migration time.

Traffic Ticket CRM company records migrate to Nutshell Companies. Name, domain/website, industry, employee count, and annual revenue map directly. Company phone and billing address transfer as text fields. Parent-child company hierarchies in Traffic Ticket CRM map to Nutshell's parent company field if configured; otherwise companies land as independent records.

Traffic Ticket CRM cases migrate to Nutshell Deals. The case number becomes the deal name. Case status maps to a deal stage value (Open, In Progress, Closed Won, Closed Lost). Court data fields — jurisdiction, violation type, SOL date, disposition — migrate as custom fields on the deal record. The case owner resolves by email match to a Nutshell user. One Traffic Ticket CRM case equals one Nutshell deal; multi-party cases create separate deal records linked by a shared case number stored in a custom field.

Traffic Ticket CRM stores court jurisdiction, violation type, traffic case type, SOL date, and disposition as fields on the Case object. Nutshell has no native court-data object — these fields migrate as custom fields on both People (for attorney/defendant info) and Deals (for case specifics). Custom fields must be pre-created in Nutshell before the migration mapping runs; we deliver the field creation plan as part of the migration manifest.

Traffic Ticket CRM documents and scanned materials attached to cases re-upload to Nutshell's file storage. We preserve the original filename, file size, and attachment relationship to the deal record. Nutshell file size limits apply (25MB per file default); large documents over this threshold are flagged before migration so your team can split or compress them. Inline images in notes are downloaded and rehosted.

Traffic Ticket CRM attorney records map to People records in Nutshell with an owner role flag. We resolve each attorney by email match against existing Nutshell users. Unmatched attorneys are flagged before migration — your team either creates Nutshell users first or assigns their cases to a fallback owner. Traffic Ticket CRM user IDs are preserved as a Source_System_ID__c custom field on the People record for audit and delta-run de-duplication.

Traffic Ticket CRM's mailer automation is tied to its court-data lead generation engine — it pulls court data to identify potential clients and auto-generates mailers. This workflow logic does not have a data equivalent in Nutshell. We export the mailer automation definitions as a PDF/CSV rebuild reference. Your team can recreate outreach sequences in Nutshell's Engagement Suite using the exported court-data lead lists.

Traffic Ticket CRM connects to external court data feeds (state DMV, municipal courts) for lead sourcing. These API integrations are configured per firm and cannot be migrated to Nutshell, which does not have a native court-data sourcing connector. After migration, your team can explore third-party integrations via Zapier or Nutshell's API, but the court-data feed connections must be rebuilt from scratch.

Traffic Ticket CRM contacts linked to primary and secondary companies migrate to Nutshell's People-Company association. The primary company becomes the primary Company association on the People record; additional companies are added as secondary associations if Nutshell supports multi-company linking, or stored as a custom text field listing secondary company names.

Traffic Ticket CRM stores firm-specific contact properties — client ID, referral source, billing tier — as custom fields on Contact records. Nutshell custom fields on People must be pre-created before migration. We deliver a custom field creation plan specifying field names, data types (text, date, picklist, number), and the exact mapping to Nutshell People custom fields.

Traffic Ticket CRM stores legal-specific custom fields on the Case object: Court_Jurisdiction, Traffic_Case_Type, SOL_Date, Disposition_Date, Disposition_Letter_Flag, and Bonding_Status. Nutshell has no native equivalent for these — they migrate as custom fields on the Deal record. We map each field type-aware: dates become date fields, picklists become picklists, and text fields become text. The mapping plan is delivered before migration so your Nutshell admin can pre-create fields.

Documents and scanned materials attached to a Traffic Ticket CRM case are associated with the corresponding Nutshell Deal record after re-upload. The original attachment filename and description are preserved as metadata. We maintain the relationship between the migrated case record and its files so nothing is orphaned during the migration.