# Twenty Documentation: English User Guide ## User Guide ### Overview - [User Guide](https://docs.twenty.com/user-guide/introduction.md): Welcome to Twenty User Guide, your resources for advanced configurations and best practices. ### Data Model - [Data Model](https://docs.twenty.com/user-guide/data-model/overview.md): Learn what a data model is and how to design one that fits your business. #### Reference - [Objects](https://docs.twenty.com/user-guide/data-model/capabilities/objects.md): Learn about standard and custom objects in Twenty. - [Fields](https://docs.twenty.com/user-guide/data-model/capabilities/fields.md): Understand the role of fields and how to manage them. - [Relation Fields](https://docs.twenty.com/user-guide/data-model/capabilities/relation-fields.md): Connect records across different objects using relation fields. #### How-Tos - [Create Custom Objects](https://docs.twenty.com/user-guide/data-model/how-tos/create-custom-objects.md): Step-by-step guide to creating custom objects in Twenty. - [Create Custom Fields](https://docs.twenty.com/user-guide/data-model/how-tos/create-custom-fields.md): Step-by-step guide to adding custom fields to any object. - [Create Relation Fields](https://docs.twenty.com/user-guide/data-model/how-tos/create-relation-fields.md): Step-by-step guide to connecting objects with relation fields. - [Create Many-to-Many Relations](https://docs.twenty.com/user-guide/data-model/how-tos/create-many-to-many-relations.md): Connect records where many items on both sides can be linked together using junction objects. - [Customize Your Data Model](https://docs.twenty.com/user-guide/data-model/how-tos/customize-your-data-model.md): Overview of data model customization options. - [Data Model FAQ](https://docs.twenty.com/user-guide/data-model/how-tos/data-model-faq.md): Frequently asked questions about Twenty's data model. ### Data Migration - [Data Migration](https://docs.twenty.com/user-guide/data-migration/overview.md): Import and export your CRM data via CSV files or API. #### Reference - [Supported File Formats](https://docs.twenty.com/user-guide/data-migration/capabilities/file-formats.md): File formats supported for data import in Twenty. - [Field Mapping](https://docs.twenty.com/user-guide/data-migration/capabilities/field-mapping.md): How field mapping works during data import. - [Uniqueness Constraints](https://docs.twenty.com/user-guide/data-migration/capabilities/uniqueness-constraints.md): How Twenty enforces data uniqueness during import. - [Import Relations Between Objects](https://docs.twenty.com/user-guide/data-migration/capabilities/import-relations.md): Import relationships between records via CSV. - [Error Handling & Validation](https://docs.twenty.com/user-guide/data-migration/capabilities/error-handling.md): Review and fix import errors directly in the UI before confirming. #### How-Tos - [Prepare Your CSV Files](https://docs.twenty.com/user-guide/data-migration/how-tos/prepare-your-csv-files.md): Complete step-by-step guide to format your data for import into Twenty. - [Import Companies via CSV](https://docs.twenty.com/user-guide/data-migration/how-tos/import-companies-via-csv.md): Complete step-by-step guide to importing companies into Twenty. - [Import Contacts via CSV](https://docs.twenty.com/user-guide/data-migration/how-tos/import-contacts-via-csv.md): Complete step-by-step guide to importing people/contacts into Twenty. - [Import Relations Between Objects via CSV](https://docs.twenty.com/user-guide/data-migration/how-tos/import-relations-between-objects-via-csv.md): Complete step-by-step guide to linking records during CSV import. - [Update Existing Records via Import](https://docs.twenty.com/user-guide/data-migration/how-tos/update-existing-records-via-import.md): Complete step-by-step guide to bulk updating records using CSV import. - [Fix Import Errors](https://docs.twenty.com/user-guide/data-migration/how-tos/fix-import-errors.md): Complete troubleshooting guide for resolving CSV import errors. - [Export Your Data](https://docs.twenty.com/user-guide/data-migration/how-tos/export-your-data.md): Complete step-by-step guide to exporting data from Twenty. - [Import Data via API](https://docs.twenty.com/user-guide/data-migration/how-tos/import-data-via-api.md): When and how to use Twenty's APIs for large-scale data imports. - [Migrating from Other CRMs](https://docs.twenty.com/user-guide/data-migration/how-tos/migrating-from-other-crms.md): Step-by-step guide to migrate your data from any CRM to Twenty. - [Migrating from Self-Hosted to Cloud](https://docs.twenty.com/user-guide/data-migration/how-tos/migrating-from-self-hosted-to-cloud.md): Step-by-step guide to migrate your Twenty self-hosted instance to Twenty Cloud. ### Calendar & Emails - [Calendar & Emails](https://docs.twenty.com/user-guide/calendar-emails/overview.md): Connect your email and calendar accounts to Twenty. #### Reference - [Mailbox](https://docs.twenty.com/user-guide/calendar-emails/capabilities/mailbox.md): Understanding email integration features in Twenty. - [Calendar](https://docs.twenty.com/user-guide/calendar-emails/capabilities/calendar.md): Understanding calendar integration features in Twenty. #### How-Tos - [Connect Several Mailboxes per User](https://docs.twenty.com/user-guide/calendar-emails/how-tos/connect-several-mailboxes-per-user.md): Connect multiple email accounts for a single user. - [Forward a Shared Inbox from Microsoft 365](https://docs.twenty.com/user-guide/calendar-emails/how-tos/forward-a-shared-inbox-from-microsoft-365.md): Send mail from a Microsoft 365 shared mailbox into a Twenty email channel. - [Forward a Shared Inbox from Google Workspace](https://docs.twenty.com/user-guide/calendar-emails/how-tos/forward-a-shared-inbox-from-google-workspace.md): Send mail from a Google Group into a Twenty email channel. - [Forward a Shared Inbox from Any Email Provider](https://docs.twenty.com/user-guide/calendar-emails/how-tos/forward-a-shared-inbox-from-any-mail-provider.md): Point a shared inbox at a Twenty email channel, whatever mail provider you use. - [Limit Emails Imported](https://docs.twenty.com/user-guide/calendar-emails/how-tos/limit-emails-imported.md): Control which emails are imported into Twenty. - [Can I Track Email Activity on All Objects?](https://docs.twenty.com/user-guide/calendar-emails/how-tos/can-i-track-email-activity-on-all-objects.md): Understanding email activity tracking across different objects. - [Can I Send Emails from Twenty?](https://docs.twenty.com/user-guide/calendar-emails/how-tos/can-i-send-emails-from-twenty.md): Information about sending emails directly from Twenty. - [Can I Book Meetings from Twenty?](https://docs.twenty.com/user-guide/calendar-emails/how-tos/can-i-book-meetings-from-twenty.md): Information about booking meetings directly from Twenty. - [I Don't See Emails on Records](https://docs.twenty.com/user-guide/calendar-emails/how-tos/i-dont-see-emails-on-records.md): Troubleshooting missing emails on records. ### Email Campaigns - [Email Campaigns](https://docs.twenty.com/user-guide/email-campaigns/overview.md): Use the CRM data, workflows, and reporting your sales team already relies on. #### How-Tos - [Set Up a Sending Domain](https://docs.twenty.com/user-guide/email-campaigns/how-tos/set-up-a-sending-domain.md): Verify your domain so you can send campaigns from your own address. - [Email Campaign Best Practices](https://docs.twenty.com/user-guide/email-campaigns/how-tos/email-campaign-best-practices.md): Send emails people expect and keep your domain in good standing. - [Send Your First Campaign](https://docs.twenty.com/user-guide/email-campaigns/how-tos/send-your-first-campaign.md): Build your list, write the email, test it, then send or schedule it. - [Use AI for Sales Campaigns](https://docs.twenty.com/user-guide/email-campaigns/how-tos/create-a-campaign-with-ai.md): Use AI and workflows to build focused sales lists and draft the campaign. - [Manage Unsubscribes and Topics](https://docs.twenty.com/user-guide/email-campaigns/how-tos/manage-unsubscribes-and-topics.md): See who opted out and let people choose which updates they receive. ### Workflows - [Workflows](https://docs.twenty.com/user-guide/workflows/overview.md): Learn how to build automations in Twenty. #### Reference - [Workflow Triggers](https://docs.twenty.com/user-guide/workflows/capabilities/workflow-triggers.md): Learn about the different triggers that start your workflows. - [Workflow Actions](https://docs.twenty.com/user-guide/workflows/capabilities/workflow-actions.md): Learn about the actions available in Twenty workflows. - [Workflow Branches](https://docs.twenty.com/user-guide/workflows/capabilities/workflow-branches.md): Create parallel paths and conditional logic in your workflows. - [Workflow Runs](https://docs.twenty.com/user-guide/workflows/capabilities/workflow-runs.md): Monitor and manage workflow executions. - [Workflow Versions](https://docs.twenty.com/user-guide/workflows/capabilities/workflow-versions.md): Manage workflow versions and drafts. - [Workflow Credits](https://docs.twenty.com/user-guide/workflows/capabilities/workflow-credits.md): Understand workflow credit consumption and management. - [Use Branches in Workflows](https://docs.twenty.com/user-guide/workflows/capabilities/use-branches-in-workflows.md): Understand how branches work and how to control which path is executed. - [Use Iterator](https://docs.twenty.com/user-guide/workflows/capabilities/use-iterator.md): Loop through arrays of records to perform actions on each item. - [Send Emails from Workflows](https://docs.twenty.com/user-guide/workflows/capabilities/send-emails-from-workflows.md): Send personalized emails automatically using workflow actions. #### How-Tos ##### CRM Automations - [Send Email Alerts with Tasks Due](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/send-email-alerts-with-tasks-due.md): Automatically notify team members about their upcoming or overdue tasks. - [Notify Teammates of a Note to Review](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/notify-teammates-of-note-to-review.md): Send automatic email notifications when assigning a colleague to review a note. - [Display Number of Emails Received](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/display-number-of-emails-received.md): Create a workflow to automatically count and display the number of emails received from each contact. - [Formula Fields](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/formula-fields.md): Create formula fields using workflows until native support is available. - [Display Related Record Data](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/display-related-record-data.md): Show data from related records (e.g., Company info on Opportunities) using workflows. - [Closed Won Automations](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/closed-won-automations.md): Automate post-win activities when opportunities close. - [Detect Stale Opportunities](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/detect-stale-opportunities.md): Automatically notify managers when opportunities haven't been updated. - [Auto-Reply to Inbound Emails](https://docs.twenty.com/user-guide/workflows/how-tos/crm-automations/auto-reply-to-inbound-emails.md): Build a workflow that uses AI to triage incoming emails and send threaded replies automatically. ##### Connect to Other Tools - [Set Up a Webhook Trigger](https://docs.twenty.com/user-guide/workflows/how-tos/connect-to-other-tools/set-up-a-webhook-trigger.md): Receive data from external services to trigger workflows. - [Bring Typeform Submissions into Twenty](https://docs.twenty.com/user-guide/workflows/how-tos/connect-to-other-tools/bring-typeform-submissions-in-twenty.md): Handle Typeform's webhook payload to create leads from form submissions. - [Bring Product Data into Twenty](https://docs.twenty.com/user-guide/workflows/how-tos/connect-to-other-tools/bring-product-data-in-twenty.md): Sync product catalog data from a data warehouse into your CRM on a schedule. - [Generate a Quote or Invoice from Twenty](https://docs.twenty.com/user-guide/workflows/how-tos/connect-to-other-tools/generate-quote-or-invoice-from-twenty.md): Automatically create invoices in external tools when deals close. - [Generate a PDF from Twenty](https://docs.twenty.com/user-guide/workflows/how-tos/connect-to-other-tools/generate-pdf-from-twenty.md): Create a workflow to generate and attach a PDF (such as a quote) to a record. ##### Advanced Configurations - [Handle Arrays in Code Actions](https://docs.twenty.com/user-guide/workflows/how-tos/advanced-configurations/handle-arrays-in-code-actions.md): Learn how to properly handle array inputs in workflow Code actions. ##### Need More Help - [Workflow Troubleshooting](https://docs.twenty.com/user-guide/workflows/how-tos/need-more-help/workflow-troubleshooting.md): Common workflow issues and how to resolve them. - [Workflows FAQ](https://docs.twenty.com/user-guide/workflows/how-tos/need-more-help/workflows-faq.md): Frequently asked questions about workflows in Twenty. - [Professional Services](https://docs.twenty.com/user-guide/workflows/how-tos/need-more-help/professional-services.md): Get professional help building complex workflows and automations from Twenty's team and certified partners. ### AI - [AI](https://docs.twenty.com/user-guide/ai/overview.md): AI-powered features in Twenty. #### Reference - [AI Chatbot](https://docs.twenty.com/user-guide/ai/capabilities/ai-chatbot.md): An intelligent assistant that helps you interact with your CRM data using natural language. - [AI Agents](https://docs.twenty.com/user-guide/ai/capabilities/ai-agents.md): Integrate AI capabilities directly into your automation workflows. - [Permissions & Access Control](https://docs.twenty.com/user-guide/ai/capabilities/permissions-access-control.md): Control what AI agents can access and modify in your workspace. #### How-Tos - [AI FAQ](https://docs.twenty.com/user-guide/ai/how-tos/ai-faq.md): Frequently asked questions about AI features in Twenty. ### Layout - [Layout](https://docs.twenty.com/user-guide/layout/overview.md): Customize how you navigate, browse, and view records in Twenty. #### Reference - [Sidebar](https://docs.twenty.com/user-guide/layout/capabilities/navigation.md): Customize the left sidebar to match how your team works. - [Record Pages](https://docs.twenty.com/user-guide/layout/capabilities/record-pages.md): Customize the layout of individual record detail pages with tabs and widgets. ##### Views - [Table Views](https://docs.twenty.com/user-guide/views-pipelines/capabilities/table-views.md): Display your data in a spreadsheet-like list format. - [Kanban Board Views](https://docs.twenty.com/user-guide/views-pipelines/capabilities/kanban-views.md): Learn how to use Kanban views to visualize and manage your workflows. - [Calendar View](https://docs.twenty.com/user-guide/views-pipelines/capabilities/calendar-view.md): Display records with date fields on a calendar. - [Filters & Sorting](https://docs.twenty.com/user-guide/views-pipelines/capabilities/filters-and-sorting.md): Filter and sort records to find exactly what you need. - [Fields & Columns](https://docs.twenty.com/user-guide/views-pipelines/capabilities/fields-and-columns.md): Choose which fields to display and how to organize them. - [View Settings](https://docs.twenty.com/user-guide/views-pipelines/capabilities/view-settings.md): Manage view visibility, naming, icons, and organization. #### How-Tos - [Create a Table View with Grouping](https://docs.twenty.com/user-guide/views-pipelines/how-tos/create-a-table-view-with-grouping.md): Organize your records into collapsible groups by field value. - [Create a Kanban View for Projects](https://docs.twenty.com/user-guide/views-pipelines/how-tos/create-a-kanban-view-for-projects.md): Track projects through stages using a visual board. - [Create a Calendar View for Tasks Due](https://docs.twenty.com/user-guide/views-pipelines/how-tos/create-a-calendar-view-for-tasks-due.md): Visualize your tasks and deadlines on a calendar. - [Restrict Access to Your View](https://docs.twenty.com/user-guide/views-pipelines/how-tos/restrict-access-to-your-view.md): Control who can see your custom views. - [Set Up a Sales Pipeline](https://docs.twenty.com/user-guide/views-pipelines/how-tos/set-up-a-sales-pipeline.md): Configure your sales pipeline to track opportunities through stages. - [Show Expected Amount in Your Pipeline](https://docs.twenty.com/user-guide/views-pipelines/how-tos/show-expected-amount-in-pipeline.md): Calculate and display weighted deal values based on stage probability. - [Track How Long Opportunities Stay in Each Stage](https://docs.twenty.com/user-guide/views-pipelines/how-tos/track-time-in-stage.md): Monitor deal velocity by tracking when opportunities enter each stage. ### Dashboards - [Dashboards](https://docs.twenty.com/user-guide/dashboards/overview.md): Learn the basics of reporting and dashboards in Twenty. #### Reference - [Dashboards](https://docs.twenty.com/user-guide/dashboards/capabilities/dashboards.md): Create and organize dashboards with tabs to visualize your CRM data. - [Widgets](https://docs.twenty.com/user-guide/dashboards/capabilities/widgets.md): Explore the widget types and visualization options in Twenty. - [Chart Settings](https://docs.twenty.com/user-guide/dashboards/capabilities/chart-settings.md): Configure your charts to display data exactly how you need it. #### How-Tos - [Dashboards FAQ](https://docs.twenty.com/user-guide/dashboards/how-tos/dashboards-faq.md): Frequently asked questions about dashboards in Twenty. - [Widget FAQ](https://docs.twenty.com/user-guide/dashboards/how-tos/widget-faq.md): Common questions and error messages explained. ### Permissions & Access - [Permissions & Access](https://docs.twenty.com/user-guide/permissions-access/overview.md): Manage roles, permissions, and access control in your workspace. #### Reference - [Permissions](https://docs.twenty.com/user-guide/permissions-access/capabilities/permissions.md): Control access to objects, fields, and settings with role-based permissions. - [SSO Configuration](https://docs.twenty.com/user-guide/permissions-access/capabilities/sso-configuration.md): Configure Single Sign-On for secure enterprise authentication. #### How-Tos - [Permissions FAQ](https://docs.twenty.com/user-guide/permissions-access/how-tos/permissions-faq.md): Frequently asked questions about roles and permissions. ### Billing - [Billing](https://docs.twenty.com/user-guide/billing/overview.md): Understand Twenty pricing and manage your subscription. #### Reference - [Pricing Plans](https://docs.twenty.com/user-guide/billing/capabilities/pricing-plans.md): Learn about Twenty's pricing plans and how to switch between them. - [Credits](https://docs.twenty.com/user-guide/billing/capabilities/credits.md): One simple balance that powers your workflows, AI agents, and AI chat — what a credit is worth, how far it goes, and how to manage it. - [Usage Limits](https://docs.twenty.com/user-guide/billing/capabilities/usage-limits.md): Cap what your workspace, members, API keys and apps can spend. #### How-Tos - [Billing FAQ](https://docs.twenty.com/user-guide/billing/how-tos/billing-faq.md): Frequently asked questions about Twenty pricing and billing. ### Settings - [Settings](https://docs.twenty.com/user-guide/settings/overview.md): Set up your Twenty workspace with essential configurations. #### Reference - [Workspace Settings](https://docs.twenty.com/user-guide/settings/capabilities/workspace-settings.md): Customize your workspace name and branding. - [Member Management](https://docs.twenty.com/user-guide/settings/capabilities/member-management.md): Invite team members and manage workspace access. - [Profile Settings](https://docs.twenty.com/user-guide/settings/capabilities/profile-settings.md): Manage your personal profile and security settings. - [Experience Settings](https://docs.twenty.com/user-guide/settings/capabilities/experience-settings.md): Customize your interface theme and regional preferences. - [Domain Settings](https://docs.twenty.com/user-guide/settings/capabilities/domains-settings.md): Configure workspace domain, approved access domains, and app custom domains. - [Community Settings](https://docs.twenty.com/user-guide/settings/capabilities/community-settings.md): Enable Early Access features in Twenty. #### How-Tos - [Settings FAQ](https://docs.twenty.com/user-guide/settings/how-tos/settings-faq.md): Frequently asked questions about Twenty settings. ### Legal - [Legal](https://docs.twenty.com/user-guide/legal/overview.md): Legal-related things #### How-Tos - [Legal FAQ](https://docs.twenty.com/user-guide/legal/how-tos/legal-faq.md): Frequently asked legal questions.