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Before You Start

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1. Audit Your Current Data

  • Select the few objects and fields to migrate: this migration is the opportunity for a fresh start
  • Export this data from your current CRM
  • Remove duplicates and outdated records
  • List active workflows and automations

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2. Create Your New Data Model

Follow our data model guide to:
  • Design the data model you need
  • Map existing fields to Twenty’s standard objects / fields
  • Identify the custom objects / fields that you will need
  • Create them under Settings → Data model

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Migration Process

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1. Import Your Data

Recommended order:
  1. Companies first (as base records)
  2. People second (linked to companies)
  3. Opportunities third (linked to people/companies)
Use the CSV import via the Command Menu Cmd + K (Mac) or Ctrl + K (Windows). See our data import guide for detailed instructions.

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2. Recreate Workflows

  • Start simple - recreate your most critical automations first
  • Use Twenty’s workflow builder to replace existing automations

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Common Challenges

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Data Formatting Issues

  • Email addresses - remove duplicates (People object requirement)
  • Domain - remove duplicates (Companies object requirement)
Please note that domain URLs created by the synchronization with your mailbox and calendar have the following format https://domain.com
  • Date formats - ensure consistent formatting (YYYY-MM-DD) or edit this format under Settings → Experience
  • Phone numbers - use international format (+1234567890)

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Relationship Mapping

To import relations between records using the csv import function, you can use the following fields
  • Use Twenty IDs for complex relationships
  • Use email addresses to link People records
  • Use domain names to link Company records
  • Use any other field you set as unique, which can be done in the Data Model section.
    Read our import-export data guide for detailed instructions on creating relationships during CSV import.

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Professional Help

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Our Services

  • 4-hour onboarding packs for guided migration
  • Implementation partners for more advanced projects
Discover our implementation services.

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Migrating from Self-Hosted to Cloud

If you’re moving from Twenty self-hosted to Twenty Cloud:
  1. Export your data from your self-hosted instance
  2. Follow the standard migration process above
  3. We can provide migration assistance, reach out to our team

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Post-Migration Checklist

All data imported successfully
Custom fields working correctly
User permissions configured
Email/calendar sync connected
Critical workflows recreated and tested
Team trained on new system