Migrate from Zillow Premier Agent to Nutshell

Zillow Premier Agent has no deal or pipeline object — nothing maps to Nutshell's Opportunities

Zillow Premier Agent is a lead-referral advertising platform with a basic contact manager. It does not store deals, transaction stages, offer amounts, or closing dates on any object. Nutshell's Deals (Opportunities) object is empty after migration unless your team creates deals manually post-import. If your Zillow workflow involved tracking a transaction from offer to close in Zillow's task system, that context must be rebuilt as Nutshell Deals. FlitStack surfaces any Zillow tasks with deal-like subject lines (containing 'offer', 'close', 'escrow', 'inspection') as a separate reference list so your team can create Nutshell Deals from the source records.

Zillow lead-status labels require custom fields — they are not Nutshell native

Zillow Premier Agent assigns fixed lead-status labels to each contact: New, Attempted Contact, Spoke With Customer, and Appointment Set. Nutshell has no built-in field that matches this taxonomy — its Lead Status field uses values your team defines, not Zillow's labels. We create a Zillow_Lead_Status__c custom pick-list field on the Nutshell Person record and map every Zillow label verbatim. This preserves your historical lead-stage data and lets you filter contacts by original Zillow status, but it requires a Nutshell admin to create the custom field before the migration imports records. The field is created as part of the pre-migration schema setup step.

Zillow's My Agent relationships have no functional equivalent in Nutshell

Zillow's My Agent feature automatically assigns a buyer relationship to your Zillow Premier Agent profile when you accept a live connection — that buyer then sees your branding across all Zillow and Trulia listings they browse. This is a Zillow-platform advertising construct with no equivalent in Nutshell's CRM object model. The relationship does not translate to any Nutshell object or field that produces similar behavior. We preserve it as a reference note on the Person record (My_Agent_Relationship__c) but it has no functional role post-migration. Any new Zillow buyer connections after migration must be logged manually in Nutshell or through a Zillow–Nutshell integration.

Zillow CSV export does not include attachments or file uploads

Zillow Premier Agent's built-in export function produces a structured CSV of contact records, company records, and tasks — it does not export files attached to contact records (e.g., uploaded buyer pre-approval letters, offer documents, or property PDFs stored in Zillow). Nutshell supports file attachments on People and Company records via its integrations, but the files themselves must be sourced separately. We provide a file audit checklist as part of the migration plan so your team can identify which records had attachments in Zillow and upload them manually to Nutshell after the data migration completes.

Nutshell's contact-owner model requires user provisioning before migration

Nutshell requires a named user account for every record owner in the CRM. Zillow Premier Agent tasks can be assigned to any contact in the Zillow system, not only Zillow users. Before migration, your team must provision Nutshell user accounts for every Zillow user who owns tasks or contacts. Owner resolution during migration uses email matching — if a Zillow task owner email has no corresponding Nutshell user, the task is assigned to a designated fallback owner and flagged in the pre-migration report. This step is covered in FlitStack's owner-resolution pass before the migration runs.