Migrate from Wealthengine to Nutshell

WealthEngine person profiles map 1:1 to Nutshell Person records. The primary lookup key is email address — matched against Nutshell Person.email. Profiles that have no email in WealthEngine are matched by first name + last name + address combination. Unmatched profiles are flagged for manual review before the full migration runs.

WealthEngine returns organization attributes for individuals who are business owners, board members, or associated with companies. This data maps to Nutshell Company records by matching the organization name and domain. When no matching Nutshell Company record exists, we create one using WealthEngine's organization name and available attributes — industry, employee count estimates, and website.

WealthEngine's Propensity to Give score has no equivalent in Nutshell's native field set. We create a custom Number field on Nutshell Person called P2G_Score__c and store the numeric score directly. For records where WealthEngine returned a P2G tier (Low, Medium, High) rather than a raw score, we store the tier as a custom pick-list field instead.

WealthEngine's Gift Capacity Range is a giving potential estimate expressed as a dollar range (e.g., $1,000–$5,000). This maps to a custom Currency-Range field on Nutshell Person — stored as two number fields (Gift_Capacity_Min__c and Gift_Capacity_Max__c) to preserve the range. If WealthEngine returns a single estimated figure, it lands in Gift_Capacity_Estimated__c.

WealthEngine's Total Assets field aggregates real estate, investment, and other asset holdings into a net worth indicator. This maps to a custom Currency field on Nutshell Person called Total_Assets__c. We flag whether the asset figure is estimated or verified based on WealthEngine's confidence flag stored alongside the attribute.

WealthEngine estimates annual charitable giving based on its model of donor behavior. This maps to a custom Currency field on Nutshell Person called Estimated_Annual_Donations__c. The field supports comparison against actual giving history if the client's Nutshell also tracks donation records.

WealthEngine returns individual real estate parcels with estimated value, property type, and location. Nutshell custom fields are flat — repeating groups require a custom object or concatenated text field. We store the primary parcel as Real_Estate_Primary_Value__c and a text summary of additional holdings in Real_Estate_Summary__c. Full parcel detail is preserved as a JSON blob in a Long Text Area field for admin reference.

WealthEngine's RFM rating combines giving recency, frequency, and monetary value into a composite score. We create three separate custom Number fields on Nutshell Person — RFM_Recency__c, RFM_Frequency__c, and RFM_Monetary__c — plus a composite RFM_Score__c field. If WealthEngine returns a single RFM tier label, it maps to a custom pick-list field instead.

WealthEngine behavioral inclination scores indicate a person's likelihood to engage in charitable giving and their affiliation with causes. These map to two custom pick-list fields on Nutshell Person: Inclination_Giving__c and Inclination_Affiliation__c. Each stores the WealthEngine rating label (e.g., High, Medium, Low) or a numeric propensity score based on what WealthEngine returned for the profile.

Every WealthEngine profile carries audit metadata: the date the record was last screened (lastModifiedDate), the date WealthEngine first created the profile (createdDate), and a confidence flag indicating match quality. We store these as three custom fields on Nutshell Person: WealthEngine_Screened_Date__c (Date), WealthEngine_Created_Date__c (Date), and WealthEngine_Match_Confidence__c (Pick-list: Verified, Probable, Estimated).

WealthEngine aggregates from 60+ public and proprietary data sources. We store the most relevant sources as a text field (WealthEngine_Data_Sources__c, Long Text Area) on Nutshell Person so your team can audit which public records informed each wealth estimate without logging back into WealthEngine.

WealthEngine flags planned giving indicators (bequest, annuity, trust) as separate attributes. These map to individual custom Checkbox fields on Nutshell Person: Planned_Giving_Bequest__c, Planned_Giving_Annuity__c, and Planned_Giving_Trust__c — set to true when WealthEngine indicates the flag is active for the profile. This allows your team to filter and segment prospects based on their planned giving status directly within Nutshell's native list views and reports.