Import data

• You can import data for any object using a .csv, .xlsx, or .xls file.
• Each of the files you upload needs to contain only one type of object (for example, only People records).
• You can use the Import to create or update records.

Download a sample file to match the expected formatting

1. Go to a view with the object you're about to import.
2. Click on the ⋮ icon on the top right and then select Import records.
3. Click on Download sample file.

Prepare your csv

Below are a few items to check before uploading your file.

• Limit the number of records to 10,000 per file.
• Remove duplicates from your file.
  • The unicity on People is set by default by the id and the email. You also have the ability to define custom fields from People as unique when configuring your data model.
  • The unicity on Companies is set by default by the id and the domain. You also have the ability to define custom fields from Companies as unique when configuring your data model.
  • For any other object, including custom objects, you have the ability to define some field(s) as unique. Make sure to not include duplicates when preparing your files.
• We recommend using the syntax https://domain.com when uploading your domains, as this is the one used by our connector with your mailbox and calendar.
• You can import the relations between objects by providing one of the unique fields of the associated record.
  • Example: You want to attach a person to a company. Add a column in the file containing all the People records that contains the id of the company -- or its domain. You will be able to map this field during the upload.
  • Important note
    • Relations between objects in Twenty are "One to Many". This means each record of object A can be attached to several records of object B. One company can be attached to several people. But each record of object B can belong to only one record of object A. One person can belong to only one company.
    • To upload relations via the Import function, you need to provide the id (or any other unique field) of the attached object in the file containing the records on the "Many side" of the relationship.
    • For example, you provide the id or domain of the company when uploading people records. You do not provide the people's id (or email) when uploading the file with companies.

Upload your file

1. Go to a view with the object you're about to import.
2. Click on the ⋮ icon on the top right and then select Import records.
3. Click on Select file.
4. Validate the mapping of the fields.

• You don't have to import all of them, you can choose the "Do not map" option.
• For relationships, it is recommended to only map one of the unique fields.
• You might need to also map the values of your select type and multi-select type fields.

5. Click on Next Steps and Review the rows with errors. Cells with an issue are highlighted. You can either remove the row or update the cell directly from there.
6. Once you're done, click on Confirm

Import FAQ

I see duplicates issues when uploading my file, what should I do?

Please refer to the section Prepare your csv above in this article, it contains guideline about what will be considered a duplicate.

Can I import relations between objects?

Yes, please refer to the section Prepare your csv above in this article, it contains a section about the import of relations.

Can I update existing records using the Import function?

Yes you can update existing records using the Import function. Make sure to provide the id (or any other unique field) when re-uploading your records.

Can I migrate the id from my other tool(s)?

Yes. You need to create a field that you define as unique in your data model that will contain the id from your other tool(s). Please note that the name id is protected as it is used for the Twenty id.
If you want to create relations between objects using this field, refer to the section Prepare your csv above in this article. It contains a section about the import of relations.

Export data

You can download data from most of your objects and up to 20,000 records per export. To export data from an object:

1. Visit the object index.
2. Choose the view for data export. Configure the columns you want to download by hiding or adding columns and find the records you need by filtering your view.
3. Access the side panel through the ⋮ icon on the top right.
4. Click on Export view.
5. Select the save location for the CSV data. Note that exporting may take time with a large record count.