Migrate from Vonigo to Nutshell

Vonigo's customer contacts map directly to Nutshell People. Email, phone, name, and address fields translate 1:1. Vonigo contact type (lead vs. customer) determines whether the record lands as a Nutshell Lead or Person. Custom fields on Vonigo contacts are matched to Nutshell custom fields on Person, preserving type and picklist values where possible. Email serves as the primary key for deduplication, with fallback matching on name and address.

Vonigo companies map to Nutshell Companies. Company name, domain, industry, and employee count fields translate directly. Multi-location Vonigo companies with child locations become a single Nutshell Company with location details in custom fields. We map Vonigo's custom company fields to Nutshell custom fields on the Company object, preserving data types such as text, number, and picklist values.

Vonigo job records have no native Nutshell equivalent. Each job becomes a Nutshell Deal with custom fields capturing: job number, service type, line items, technician assigned, scheduled date, service address, and completion status. Job status maps to Deal stage values.

Vonigo job line items (materials, labor, equipment) collapse into a Deal custom field holding a text summary of items and totals, since Nutshell Deals have no native line-item sub-object. For complex multi-item jobs, we attach a formatted note with the full itemization.

Vonigo invoices store billing amount, status, and date. These map to Nutshell Activity records with Type='Invoice', or as Notes attached to the related Deal, capturing invoice number, total amount, and payment status for historical financial reference. If the invoice includes line items, we attach a detailed note summarizing each item, quantity, and unit price for complete traceability.

Vonigo payment records (amount paid, method, date) migrate as Notes attached to the corresponding Deal, since Nutshell has no native payment object. Payment status (paid, partial, outstanding) becomes a custom picklist field on the Deal. We also record the payment method and date in custom fields for reporting, and link each payment note to the associated invoice note for audit trails.

Vonigo's multi-location and franchise site records have no Nutshell equivalent. Each location becomes the same Nutshell Company record with custom fields for territory name, program fee status, royalty region, and site-level contact information. We map Vonigo custom fields on each location to matching custom fields on the Nutshell Company, preserving data types and picklist values, and we create filtered views to replicate territory-level reporting within Nutshell.

Vonigo technicians and staff members who should own records in Nutshell are matched by email to Nutshell Users. Unmatched staff are flagged before migration so your Nutshell admin can create accounts or reassign records to an existing user. We also map Vonigo's staff custom fields to Nutshell user custom fields, preserving role and department information where applicable.

Vonigo logged calls, emails, and notes on contacts and jobs map to Nutshell Activities. Original timestamps and owning user are preserved. Vonigo note attachments re-upload as Nutshell file attachments on the relevant Person or Deal. We preserve the original activity type (call, email, note) as a custom field on the Nutshell Activity to maintain detail for reporting.

Vonigo estimates and quotes store service description, quantities, and pricing. These migrate as Notes on the related Deal, capturing the estimate value, accepted/rejected status, and conversion date if the estimate became a job. We also map Vonigo custom fields on estimates to Nutshell custom fields on the Deal, preserving any additional metadata such as region, source, and priority.