Migrate from Uptick to Nutshell

Uptick accounts map directly to Nutshell Companies using the company name as the primary key. Address fields, phone, website, and industry classification transfer as-is. Nutshell Company records accept custom fields for additional Uptick metadata such as regulatory client type or primary service region. Associated contacts and assets link to the migrated Company record via foreign-key relationships from the Uptick export. We validate company name uniqueness before migration to avoid duplicates.

Uptick people (contacts) migrate as Nutshell People with name, email, phone, title, and address fields preserved directly. A small set of custom fields on the Nutshell Person record captures Uptick-specific properties: primary asset type and certification status for technicians and site contacts.

Uptick Jobs have no native equivalent in Nutshell — the entire object maps to a Nutshell Deal. Job status (Quoted, In Progress, Completed, Invoiced) translates to Deal stage values. Original job create and completion dates migrate as custom datetime fields on the Deal because Nutshell Deal records lack native inspection-timeline fields.

Uptick Assets (fire extinguishers, alarm panels, suppression systems) have no equivalent in Nutshell's standard object model. Asset type, variant, last inspection date, next inspection due, extinguisher type and size, installation date, and certification expiry all become custom fields on the Nutshell Company record associated with the asset's location, or on the Person record for mobile technicians.

Uptick Asset Types (e.g. Wet Chemical, CO2, Foam, Fire Blanket) define the classification of each asset. Since Nutshell has no asset registry, Asset Type becomes a custom pick-list field on the Company or Person record to preserve the classification. Pick-list values are created in Nutshell before migration and mapped value-by-value from Uptick.

Uptick Variants (e.g. 2.5kg, 5kg, 9L) sub-classify assets by size or rating. In Nutshell, the variant detail stores as a custom text field on the associated Company or Person record alongside the Asset Type. Teams that need filtering by variant can create Nutshell saved-filter views based on this field after migration.

Uptick certification data — certified status, expiry date, certificate number, and issuing body — maps to custom fields on the Nutshell Person record for the certified technician. Nutshell has no native certifications object, so expiry dates must be tracked manually or via Nutshell Tasks with due dates after migration. An automation rule can be configured in Nutshell to generate a Task 30 days before each expiry date.

Uptick Quotes with multiple product or service line items (materials, labour, subcontracted, equipment) carry more structure than Nutshell's native Quote allows. Each line item's name, type code, supplier, cost price, and sell price migrates as a custom text block or series of custom fields on the associated Nutshell Deal. Complex multi-line pricing requires manual verification in Nutshell's Quote tool after migration.

Uptick Work Orders (I-T, Repair, Callout types) track the specific action taken per job. Nutshell has no native work order entity. The work order type, work order number, and resolution notes migrate as custom fields on the Deal. Individual task-level actions that need tracking post-migration can be recreated as Nutshell Tasks linked to the Deal record.

Uptick file attachments on jobs, assets, or quotes re-upload to Nutshell as Note attachments. Nutshell's Note object supports file uploads, and each Note links to a Person, Company, or Deal record. Original timestamps and owning user preserved. Files larger than Nutshell's attachment limits are flagged before migration for manual handling.