Migrate from work4all to Nutshell

work4all Customers are the master record combining company address, contact person details, commercial figures, and open items. We split this into a Nutshell Account (company level: name, address, type, commercial fields) and a Person record (individual contact: name, email, phone, role, linked to the Account). The work4all Customer type field (Kunde, Interessent, etc.) informs whether the Account is created as a Company or a Lead in Nutshell. We preserve all open-item references by linking them to the Account after both records are inserted.

work4all Suppliers are first-class Kreditoren records with address and contact data mirroring the Customer structure. We map to Nutshell Account with a custom type field or Account category set to Supplier/Vendor. work4all Supplier contact persons become Nutshell Persons linked to the Supplier Account. If the customer's Nutshell instance uses separate Person records for both customers and suppliers, we deduplicate by email address to avoid creating duplicate Person records.

work4all Items include pricing, descriptions, stock information, and variant structures. We map to Nutshell Product2 records with ProductCode from work4all's article number and Description from the item text. Item variants in work4all (Größen, Farben) require flattening into separate Product2 records or a custom variant field depending on the customer's use case. Standard Pricebook entries are created in Nutshell during the product import phase.

work4all Opportunities link to a Customer and carry pipeline stage, estimated value, and owner assignment. We map to Nutshell Deal with the Account resolved from the linked Customer, the Person resolved from the contact reference, estimated value migrated to the Deal value field, and stage mapped to the corresponding Nutshell pipeline stage. Owner resolution is by email match against Nutshell Users.

work4all ERP documents are header-plus-line-item structures linked to Customers and Items. We export document headers (type, date, amount, currency, reference number) and line items as structured records. In Nutshell, document headers become Notes attached to the Account (with a structured description field or custom fields for amount, date, and document type). PDF attachments require a separate file migration step using ContentDocument upload. ERP document line items are stored as Note body text or custom fields on the Note.

Phone call logs in work4all are CRM activities linked to a Customer and a contact person. We map to Nutshell Activity with type = Call, preserving the timestamp, duration, caller ID if populated from TAPI, and a free-text notes field. The Activity is linked to the Account and Person resolved from the work4all Customer and contact references.

Visit reports in work4all are time-stamped CRM records linked to a Customer and an owner. We export the report body as a Note or Activity description, with the visit date as ActivityDate and the owner resolved by email match. Custom fields on visit reports (common in industry extensions) are pre-created in Nutshell as custom fields on the Activity or Note object before migration.

Open items represent unpaid or partially paid invoices tied to a Customer. We export the open item with invoice reference, open amount, due date, and currency. Partial payments require either a vendor-assisted export of payment records or reconstruction from invoice minus payment data. In Nutshell, open-item data is stored as structured Note content or as custom fields on the Account (offene_posten_typ__c, offene_posten_betrag__c, faelligkeitsdatum__c). The customer chooses the representation during scoping.

Time entries in work4all link to Employees, Projects, or Tasks depending on configuration. We export the entry with project reference, task description, and duration. Nutshell has no native project or time-tracking object, so time entries are mapped to Notes attached to the relevant Account or Person, or to custom fields (project_name__c, task_description__c, duration_minutes__c) on a custom object if the customer requires structured time reporting. The customer selects the representation during scoping.

Tasks in work4all are standalone CRM objects linked to Customers, Contacts, or Documents with status, priority, due date, and owner assignment. We map directly to Nutshell Task preserving Status, Priority, ActivityDate, Description, and Owner resolved by email match. Linked record references map to Account or Person lookups in Nutshell.

work4all supports custom fields across CRM and ERP objects particularly for industry extensions. Custom field definitions are not exposed in a public metadata API, so we discover them by asking the customer for a field inventory or by schema inspection of exported data. We pre-create each custom field in Nutshell (Company, Person, Lead, or Activity custom fields) before migration. Note: Nutshell's API does not support searching records by custom field values, so we validate custom field migration by retrieving records post-insert and comparing field values rather than by pre-flight query.