Migrate from WORKetc to Nutshell

WORKetc Contact records (name, email, phone, address, lifecycle information) map directly to Nutshell Person. The Nutshell Person API accepts first_name, last_name, email, phone, and address fields directly. Owner assignment migrates by resolving the WORKetc Owner email to the corresponding Nutshell user. Lifecycle stage from WORKetc is preserved as a custom field on the Nutshell Person record for segmentation purposes.

WORKetc Company records map directly to Nutshell Company. The domain from WORKetc's company record populates the Nutshell Company website field. Company-to-Contact relationships are preserved during migration by creating the Company record first, then resolving the company_id on each Contact during Contact import. This ensures the relationship link is satisfied at insert time.

WORKetc Lead records (including converted leads with a converted-flag) map to Nutshell Lead. Lead status, source, and any score values migrate as custom fields on the Nutshell Lead record. Leads that were already converted in WORKetc are imported as Persons or Companies in Nutshell depending on the conversion outcome, with the original lead timestamp preserved for audit.

WORKetc Deals map to Nutshell Deals with stage, amount, and probability preserved. The WORKetc deal stage maps to a Nutshell pipeline stage. Amount and probability migrate as standard fields. Owner assignment resolves by email match to Nutshell users. Deals are imported after Companies and Persons so that the account relationship and primary contact assignment are satisfied at import time.

WORKetc Tickets link to Customers, Companies, and Projects with status, priority, and conversation threads. Nutshell does not have a native Case or Ticket object. We map Tickets to Nutshell Leads with a custom field ticket_id__c and a custom status picklist that mirrors the WORKetc ticket stages (New, Open, Pending, Resolved, Closed). Conversation threads migrate as a large text field or as Activity notes linked to the Lead. This is a best-effort structural approximation; if Service Cloud is in scope, Cases would require a separate Service Cloud licensing decision.

WORKetc Projects with their Types and Stages do not have a native Nutshell equivalent. Nutshell is a CRM without project management capabilities. We export all project records, stage configurations with weights, milestones, and task hierarchies as a structured JSON file and a CSV inventory. The customer uses this to recreate projects in their chosen project management tool (Asana, Monday.com, or similar). We flag which contacts and deals are linked to which projects so that the relationship context is preserved outside the CRM.

WORKetc Invoice headers and line items do not map to Nutshell. We export invoice records (invoice number, date, line items, totals, payment status) as a CSV and JSON inventory. Payment status and linked bank transaction records require separate accounting software reconciliation; WORKetc integrates with Xero and QuickBooks Online, so the customer may already have an accounting tool where invoices should live. We preserve the customer and project linkage on exported invoices for reference.

WORKetc custom field definitions and values migrate to Nutshell custom fields. Field types (dropdown, text, date, number) require mapping to equivalent Nutshell field types. Multi-select dropdowns in WORKetc map to Nutshell multi-value custom fields. Dropdown options migrate as explicit value lists. We validate that migrated custom fields do not conflict with Nutshell's reserved field names before import.

WORKetc User records (name, email, role, permission level) map to Nutshell users. We resolve users by email match. Any WORKetc User without a matching Nutshell user account is held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive WORKetc users migrate as inactive Nutshell users to preserve the owner history on records.

WORKetc Contractor Portal users are a separate identity class with limited access and potentially non-standard email addresses. Nutshell has no contractor portal concept. We map contractor users to Nutshell Person records with a custom field contractor__c set to true, preserving their name and any contact information. Contractor-specific permissions and portal access do not migrate because Nutshell does not support that access model.