Migrate from XSale to Nutshell

XSale Rep records map to Nutshell People. We extract Rep name, email, phone, and any territory assignment from the XSale API and write these to the corresponding Nutshell Person fields. If XSale stores the Rep's role (e.g., Driver, Merchandiser, Account Executive), we store that as a custom field on the Person record. Active and inactive Rep status maps to Person's active flag. The Person is created before any associated Order or Visit records so that the Activity lookup resolves correctly.

XSale Order records map to Nutshell Deals. The Order amount maps to Deal value, Order status (pre-order, submitted, confirmed, delivered) maps to Nutshell pipeline stages, and Order date maps to the expected close date. If XSale stores a customer reference on the Order, we resolve that to the corresponding Nutshell Person lookup. Product line items on the XSale Order map to Deal line item text or to a custom field depending on the customer's product complexity.

XSale Order records reference a customer entity that may be a store, retailer, or account. We resolve this reference by name or external ID at migration time and link the Nutshell Deal to the corresponding Nutshell Person record. If the XSale customer maps to a business entity rather than an individual, we create a Nutshell Company first and link the Person to it, then attach the Deal to the Company.

XSale Visit records (check-ins at store locations during route execution) map to Nutshell Task records. Each Visit becomes a Task linked to the Rep's corresponding Nutshell Person and the Order's corresponding Nutshell Deal or Person. Visit timestamp, location, and completion status migrate to Task fields. Multiple Visits for a single Order become multiple Task records with a shared WhatId reference to preserve the visit sequence.

XSale Route records represent territory assignments and stop sequences that do not have a native Nutshell equivalent. We store route name, route code, assigned stops, and sequencing as custom text fields on the Nutshell Person record for the assigned Rep. Route-level geolocation coordinates migrate as a custom text field if the customer requires them for reporting. This is a configuration mapping, not a native object translation.

XSale pre-order transactions represent orders placed during a visit before physical delivery. These map to Nutshell Deals with a stage indicating pre-close status. The pre-order amount, product, and customer reference migrate to the Deal. Pre-order notes migrate to a custom field on the Deal so that the customer can distinguish pre-orders from confirmed orders during pipeline analysis.

If the XSale instance stores company or account records separate from the Order customer reference, these map to Nutshell Company. Company name, address, and any account manager assignment migrate as standard fields. The Rep assigned as account manager on the XSale company maps to a custom field on the Nutshell Company rather than the native Owner field to preserve the Rep-Person mapping.

XSale Product records (SKUs, product names, prices associated with Orders) map to custom fields on the Nutshell Deal if Nutshell's native product catalog is not in use. Product name, SKU, and unit price migrate as custom text and currency fields on the Deal so that product-level reporting is available without enabling Nutshell's full product management module.