CRM migration
Field-level mapping, validation, and rollback between Zavvie Power Buyer and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Zavvie Power Buyer
Source
Nutshell
Destination
Compatibility
11 of 12
objects map 1:1 between Zavvie Power Buyer and Nutshell.
Complexity
BStandard
Timeline
48–72 hours
Overview
Zavvie Power Buyer stores real estate transaction data—buyer profiles, seller preferences, cash-offer records, and buy-before-you-sell program details—across proprietary objects that lack direct CRM equivalents. Nutshell CRM provides standard People, Companies, Leads, and Deals objects with a custom field infrastructure for extending the schema. We extract transaction records, contact profiles, and program enrollment data via the Zavvie API, map them to Nutshell's object model, and handle real estate-specific fields through Nutshell's custom field creation. The migration carries all address records, property references, offer amounts, and program participation flags. Workflows, automation rules, and third-party integrations cannot migrate and must be rebuilt in Nutshell or replaced with native Nutshell sequences and integrations. Our approach uses a staged extraction—first pulling People and Companies, then Deals with their linked contacts and properties—to satisfy Nutshell's foreign-key requirements. Data validation checks run after each migration phase to confirm record counts and field integrity before proceeding to the next stage.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zavvie Power Buyer object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Zavvie Power Buyer
Person (Buyer/Seller)
Nutshell
Nutshell People
1:1Zavvie person records (buyers, sellers, agents) map directly to Nutshell People. Name, email, phone, and address fields align with Nutshell's standard Person fields. Power Buyer enrollment flags (cash_offer_enrolled, buy_before_you_sell) migrate as custom fields on the Nutshell Person record. Each person record also receives a source_system_id custom field to maintain the link back to the original Zavvie identifier for audit and reconciliation purposes.
Zavvie Power Buyer
Company (Brokerage)
Nutshell
Nutshell Companies
1:1Brokerage company records from Zavvie map to Nutshell Companies. Company name, website, and industry fields align directly. Agent count, partnership tier, and referral agreement type become custom fields on the Nutshell Company record since Nutshell has no native fields for brokerage-specific attributes. The company record maintains a reference ID back to Zavvie for traceability.
Zavvie Power Buyer
Company (Lender Partner)
Nutshell
Nutshell Companies
1:1Lender partner companies from Zavvie's referral network map to Nutshell Companies. We preserve lender NMLS number and partnership status as custom fields. The lender contact at each partner company migrates as a linked Nutshell Person record associated via Nutshell's contact-role model, maintaining the relationship hierarchy between lender organizations and their point-of-contact individuals.
Zavvie Power Buyer
Transaction/Deal
Nutshell
Nutshell Deals
1:1Zavvie transactions (offers, purchases) map to Nutshell Deals. The transaction identifier becomes the Deal name. Offer amount maps to Deal value. Transaction stage (Offer Made, Under Contract, Closed) maps to Nutshell Deal stage names via value-mapping. Property address and program type migrate as custom fields since Nutshell Deals lack native real estate property fields.
Zavvie Power Buyer
Property Record
Nutshell
Nutshell Deals (custom fields)
many:1Zavvie's property address, MLS number, purchase price, and property type merge into the Nutshell Deal as custom fields. We don't create a separate Property object since Nutshell doesn't support custom objects at the free tier; all property attributes live on the Deal record for deal-centric workflows.
Zavvie Power Buyer
Offer Record
Nutshell
Nutshell Deals
1:1Individual offer records (offer_amount, offer_date, offer_status) from Zavvie attach to the corresponding Nutshell Deal as custom fields and activity notes. Nutshell's activity log captures offer submission and response timestamps preserving the offer timeline for historical reference and audit purposes. Each offer maps to a dated activity entry showing the sequence of offers on a transaction.
Zavvie Power Buyer
Program Enrollment
Nutshell
Nutshell People (custom fields)
1:1Power Buyer program enrollment records (enrolled_date, program_type: Cash Offer or Buy Before You Sell) map to custom fields on the Nutshell Person record. Enrollment status changes migrate as custom datetime fields tracking when buyers entered each program, preserving the complete enrollment history for compliance and reporting requirements.
Zavvie Power Buyer
Activity (Call/Email/Meeting)
Nutshell
Nutshell Activities
1:1Zavvie recorded calls, emails, and meetings linked to buyers or transactions migrate to Nutshell Activities. Original timestamps, owners, and subject lines preserve during migration. Nutshell Activities link to the corresponding Person or Deal record maintaining relationship context for future follow-up and communication history.
Zavvie Power Buyer
Note
Nutshell
Nutshell Notes
1:1Zavvie notes attached to persons, companies, or transactions migrate to Nutshell Notes. Rich text formatting converts to Nutshell's note format during migration. Notes preserve their parent record linkage (Person, Company, or Deal) in the destination system to maintain contextual access across all related records.
Zavvie Power Buyer
Attachment/File
Nutshell
Nutshell Files
1:1Zavvie file attachments (offer PDFs, purchase agreements, inspection reports) re-upload to Nutshell Files associated with the relevant Deal or Person record. File size limits apply based on Nutshell's storage policies; large documents exceeding size limits may require separate cloud storage linking for compliance with file size constraints.
Zavvie Power Buyer
User/Owner
Nutshell
Nutshell Users
1:1Zavvie user accounts (agents, transaction coordinators) resolve by email match against Nutshell Users. Unmatched users flag for team admin to create Nutshell accounts before migration or assign records to a default owner during migration, ensuring no records remain orphaned in the destination system.
Zavvie Power Buyer
Workflow/Automation
Nutshell
Not Migrated
1:1Zavvie Power Buyer workflows (offer acceptance routing, lender notifications, contingency tracking) do not have a direct Nutshell equivalent and cannot migrate. These must be rebuilt using Nutshell's automation triggers (Pro+ plan) or documented for manual process updates post-migration. FlitStack provides a workflow export document to guide the rebuild process.
| Zavvie Power Buyer | Nutshell | Compatibility | |
|---|---|---|---|
| Person (Buyer/Seller) | Nutshell People1:1 | Fully supported | |
| Company (Brokerage) | Nutshell Companies1:1 | Fully supported | |
| Company (Lender Partner) | Nutshell Companies1:1 | Fully supported | |
| Transaction/Deal | Nutshell Deals1:1 | Fully supported | |
| Property Record | Nutshell Deals (custom fields)many:1 | Fully supported | |
| Offer Record | Nutshell Deals1:1 | Fully supported | |
| Program Enrollment | Nutshell People (custom fields)1:1 | Fully supported | |
| Activity (Call/Email/Meeting) | Nutshell Activities1:1 | Fully supported | |
| Note | Nutshell Notes1:1 | Fully supported | |
| Attachment/File | Nutshell Files1:1 | Fully supported | |
| User/Owner | Nutshell Users1:1 | Fully supported | |
| Workflow/Automation | Not Migrated1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zavvie Power Buyer gotchas
No publicly documented export API
Brokerage-gated access limits agent-level data
Pre-onboarding transaction history may be unavailable
Opaque pricing model complicates cost analysis
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Extract Zavvie Data via REST API
FlitStack AI authenticates with the Zavvie API using your account credentials and extracts all People, Companies, Transactions, Activities, and Notes in a staged pull. We begin with People and Companies since they have no foreign-key dependencies. Transaction extraction follows, with linked buyer and agent IDs preserved for later resolution. Activity and Note records extract last, with their entity linkage metadata intact. API pagination handles large datasets; we implement exponential back-off to respect Zavvie rate limits and avoid account throttling during extraction.
Map Zavvie Schema to Nutshell Objects and Custom Fields
Based on the extracted schema, FlitStack generates a field-mapping document that pairs each Zavvie field with its Nutshell equivalent. Standard fields (name, email, phone, address) map directly to Nutshell People and Companies fields. Power Buyer-specific fields (program enrollment, offer details, property addresses) flag as requiring custom fields. We deliver a custom field creation checklist for your Nutshell admin to create before the import phase begins. Value mappings define for pick-list fields (partnership_tier, program_type, transaction_stage) ensure data consistency.
Resolve Owner and Contact Linkages by Email Match
Zavvie user accounts and agent records link to transactions and activities by internal ID. We resolve these to Nutshell Users and People by matching email addresses. Unmatched agents receive a fallback assignment to a designated migration owner, with a reconciliation report listing all unmatched records and their source IDs. Your team reviews the report and either creates missing Nutshell user accounts or confirms fallback assignments before the import phase commits data to Nutshell.
Run Sample Migration with Field-Level Diff
A representative slice of records—typically 100-500 covering a mix of buyers, companies, transactions, and activities—migrates to a Nutshell staging environment first. We generate a field-level diff report comparing source values against destination values for every mapped field. You review the diff to verify that program enrollment flags, offer amounts, property addresses, and contact linkages landed correctly. Any mapping corrections refine the field-mapping document before the full migration proceeds.
Execute Full Migration with Delta-Pickup Window
The full migration runs against your Nutshell production instance, following the sequenced import order (People, Companies, Deals, Activities). A delta-pickup window of 24-48 hours captures any new records or modifications made in Zavvie during the cutover period. All operations log to an audit trail. If reconciliation numbers don't match expected counts, one-click rollback reverts the Nutshell instance to its pre-migration state while your team investigates the discrepancy.
Platform deep dives
Zavvie Power Buyer
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zavvie Power Buyer and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zavvie Power Buyer: Not publicly documented.
Data volume sensitivity
Zavvie Power Buyer doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Zavvie Power Buyer to Nutshell migration scoping. Not seeing yours? Book a call.
Walk through your Zavvie Power Buyer to Nutshell migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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