Migrate from Wise Agent to Nutshell

Wise Agent contacts map directly to Nutshell People records. Every standard contact field (name, email, phone, address, company association) resolves to its Nutshell equivalent. Owner assignment resolves by matching Wise Agent owner email against Nutshell user email addresses — unmatched owners flagged for team assignment before migration commits.

Wise Agent company records map directly to Nutshell Companies. Standard fields including company name, domain/website URL, industry classification, employee count, and annual revenue transfer cleanly to their Nutshell counterparts. When Wise Agent contains parent-child company hierarchies, those relationships map to Nutshell's parent company linkage where your account configuration supports it.

Wise Agent real estate transaction deals migrate to Nutshell Deals with all standard fields preserved: deal name, monetary amount, current stage, anticipated close date, assigned owner, and links to associated contacts and companies. Because Nutshell allows customizable deal stages, each Wise Agent stage value maps individually to the corresponding stage in your configured Nutshell pipeline — this value-by-value mapping is defined in the migration plan before execution.

Wise Agent drip campaigns consist of multi-step email and text sequences that trigger based on contact actions or time intervals — there is no equivalent feature in Nutshell's automation model. Rather than leaving this gap unfilled, we extract complete campaign definitions including step sequence order, timing delays between steps, content summaries, and trigger conditions. Your team receives a structured reference document and reconstructs these sequences using Nutshell's automation builder based on that documentation.

Wise Agent transaction templates (checklist structures for real estate deals) do not migrate. We export template names, task order, and field mappings as a rebuild reference. Recreate as Nutshell Tasks with due dates or as a shared internal checklist document.

Wise Agent flexible labels (buyer/seller role, lead source, property type) map to Nutshell Tags on People records. N:N label associations collapse to one primary tag per contact unless specified otherwise. Label groupings are preserved as tag categories in the rebuild reference.

Wise Agent referral tracking (referral sources, referral partner relationships) has no Nutshell equivalent. We export referral source data and partner names as custom fields on the Person record — your team decides how to model referral logic in Nutshell's workflow builder.

Wise Agent engagement activities spanning phone calls, email exchanges, meetings, and internal notes migrate to Nutshell Activities with full fidelity. Original activity timestamps, activity type classification, owner assignment, and links to associated contacts and companies transfer without modification. The substantive content within activities — email body text, call notes, meeting descriptions — populates the description field in Nutshell.

Wise Agent custom contact properties migrate to Nutshell custom fields on Person records. Custom fields must be pre-created in Nutshell before the migration run — we deliver a field creation checklist with field names, types, and pick-list values based on the source schema.

Wise Agent custom properties defined on company records migrate to Nutshell custom fields on Company objects. These custom fields must be pre-created in Nutshell before migration runs, matching the requirement for Person custom fields. Supported value types including text, numeric values, dates, and pick-list options map to Nutshell's corresponding custom field types — type mappings and any necessary transformations are documented in the migration plan.

Wise Agent file attachments stored on contacts, companies, and deals are re-uploaded to Nutshell Files and associated with their parent records. Each file links to the appropriate Nutshell object based on its source location. Nutshell enforces attachment size limits that may be lower than Wise Agent's thresholds — files exceeding Nutshell's size cap are flagged in the migration report for manual re-upload to your account.

If Wise Agent contains separate lead records (distinct from contacts), those map to Nutshell Leads. Lead source, status, and custom fields transfer. Unqualified leads route to Nutshell Leads; qualified leads route to Nutshell People based on your defined stage-threshold mapping.