Migrate from VaultRE to Nutshell

VaultRE contacts migrate as Nutshell People. The primary contact fields (name, email, phone, address) map directly. VaultRE contact_type values (Buyer, Seller, Tenant, Landlord) migrate as a custom Selection field on the Person record. Nutshell People have no native role-type field.

VaultRE companies map to Nutshell Companies. Standard fields (name, website, address, industry) migrate directly. VaultRE parent-company hierarchy is preserved using a parent_company custom lookup field in Nutshell since Companies do not have a native parent-link field. If a company has no parent in VaultRE, we leave the custom lookup empty, preserving the top‑level structure as is.

VaultRE property records have no direct Nutshell equivalent. We split property data: address fields migrate to Company records or Person address fields; listing-specific fields (price, bedrooms, status) become custom fields on the associated Person or Company. One property can appear against multiple contacts.

VaultRE deals map to Nutshell Deals. Deal name, amount, stage, and close date migrate directly. VaultRE pipeline names become Nutshell pipeline names. Stage values are mapped one-to-one. Owner resolves by email match to Nutshell users. If a deal has no owner in VaultRE, it is assigned to a default Nutshell user that you designate during setup.

VaultRE call, email, meeting, and note activities migrate as Nutshell Activities with original timestamps and owners preserved. Activity type is stored in a custom activity_type field in Nutshell. Parent record links (contact or company) are preserved via Nutshell's activity association model.

VaultRE contact field groups (e.g., Source Details, Buyer Preferences) map to individual custom fields on Nutshell Person. Each VaultRE field within a group becomes a separate Nutshell custom field. Drop-down fields with up to 30 options map to Nutshell Selection fields.

VaultRE property field groups map to custom fields on the related Person or Company record. A VaultRE field group named Property Details with fields like listing_status and bedrooms_per_property becomes individual custom fields in Nutshell. Fields are placed on the record type that holds the property reference.

VaultRE file attachments on contacts, companies, or properties are downloaded and re-uploaded to Nutshell's file storage. File size limits (25 MB per file in Nutshell) are enforced. Inline images in notes are extracted and rehosted as Nutshell Files. Files exceeding the 25 MB limit are flagged for manual upload after migration.

VaultRE staff records map to Nutshell users by email address. Nutshell requires each user to have a unique email. Staff without a matching Nutshell account are flagged before migration and assigned to a fallback user or held for review. You can also choose to create new Nutshell accounts for any unmatched staff before the migration runs, ensuring continuity of ownership.

VaultRE integrations with Pricefinder and CoreLogic for property data enrichment have no Nutshell equivalent. They must be disconnected in VaultRE and re-established as new integrations or manual workflows after cutover. We document the active integrations during audit. If you plan to continue using these services, you will need to configure them again in their respective platforms post‑migration.

VaultRE event-driven automation triggers do not transfer to Nutshell. Nutshell uses stage-based sequences, not event-condition-action triggers. We export VaultRE workflow definitions as a rebuild reference. The rebuild is a separate service not included in data migration pricing. You can rebuild the logic using Nutshell’s workflow builder or integrate with Zapier, Make, or other automation platforms after migration.

VaultRE trust account and financial ledger entries are outside Nutshell's CRM scope. These records are excluded from the migration. Teams requiring trust accounting in Nutshell must use a dedicated property management or accounting integration. FlitStack AI can provide a CSV export of the trust ledger data for import into your chosen accounting platform.