Before You Start

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• Remove duplicates and outdated records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

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

Migration Process

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.

2. Recreate Workflows

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

Common Challenges

Data Formatting Issues

• Email addresses - remove duplicates (People object requirement)
• Domain - remove duplicates (Companies object requirement)

• Date formats - ensure consistent formatting (YYYY-MM-DD) or edit this format under Settings → Experience
• Phone numbers - use international format (+1234567890)

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.

Professional Help

Our Services

• 4-hour onboarding packs for guided migration
• Implementation partners for more advanced projects

Discover our implementation services.

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

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