User guide - Getting around Twenty and 3 steps to get started articles

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+---
+title: Configure your workspace
+info: Start configuring your workspace with these three steps.
+icon: IconNote
+image: /images/user-guide/create-workspace/workspace-cover.png
+sectionInfo: Discover Twenty, an open-source CRM.
+---
+
+Every business works differently. That’s why Twenty lets you shape the CRM around your needs—not force your process into ours. These three steps will help you set it up your way.
+
+# Bring your data in
+Bringing your existing data into Twenty gives your team context from the start. 
+We're here to help you make this transition as smooth as possible. Do not hesitate to reach out.
+
+## Connect your mailbox
+If you have not done so when creating your workspace, connect you Google or Microsoft account. This allows Twenty to:
+- Import your messages and meetings
+- Auto-create contacts based on interactions (optional)
+- Keep communication history visible for your team
+
+You can do so under Settings → Accounts.
+
+You control which contacts are imported in Twenty and what gets shared with the rest of your team: full message content, subjext and the metadata (sender, date, subject), or just the metadata. This is the same for your meetings.
+Configure the visibility and contact creation preferences under the Email and Calendar settings.
+
+
+## Import data via csv
+Use the csv import to add contacts who are not in your mailbox, product data or existing enrichment you might have, as well as your previous deals, notes, tasks.
+Import via csv is available for any custom object.
+
+To import a CSV, make sure you’re on the right object first—like 'All people’ if you’re uploading people. Then open the Command menu and choose ```Import records```. 
+- Download the sample to provide a csv in the expected format.
+- You can upload up to 10k records per csv
+- Do not include duplicate emails for People or duplicate domains for Companies. These fields are used as unique identifiers, alongside the id fields.
+- Creating relations between objects via csv currently needs to be done providing the records ids. Here is an example:
+  - Upload your companies in Twenty
+  - Export all the companies from Twenty
+  - Add in your People.csv a column companyId, containing the if of the related company in Twenty.
+  - Map this field to the Company when uploading your People records.
+  Relations will be supported by the csv import function during the Fall 2025. Please reach out to us to get any help importing your data.
+
+# Customize your data model
+Twenty offers the flexibility you need to shape the data model that will best support your day-to-day. 
+Create objects and fields of any type, inlcuding relations between your different objects. You can do so under Settings → Data Model.
+Here are a few tips:
+- You can deactivate fields and objects you do not want to use.
+- You can hide fields from the views: don't be afraid of creating fields, you won't have to display all of them
+- You are not limited in the number of custom fields nor custom objects
+- People and Companies are the two fields from where you will be able to access the emails and meetings. We recommend using those as much as possible, adding fields to categorize your records if need be.
+  - As an example, it is preferred to use People for your Prospects and Partners, creating a custom field on the People object named ```Person Type```, instead of creating a Partner custom object (from where you will not be able to access the emails exchanged with this person).
+- Two People records cannot have the same email address. This is the same for Companies and domains. 
+
+
+# Create your first Favourite view
+Creating different views is key to make the data actionable for your team.
+
+Start editing a table view:
+-  Add or hide columns.
+    - Hide a column clicking on its name and then ```Hide```
+    - Add a column clicking on the ```+``` at the very right of the table.
+    - You can also manage the fields visible in a given view clicking on Options and then Fields.
+- Reorder fields
+  - Use the Move Left, Move Right functions when clicking on the column name or reorder the fields under the Options / Fields section.
+- Filter records by value or status
+- Sort records
+And then Save it. You can also switch to Kanban layout or Group by layout if your object has a “stage” or similar select-type field.
+Finally, you can add it to your Favourties section using the dropdown menu showing the different views.
+
+
+## What's next?
+Start creating automations using workflows.
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+---
+title: Getting around Twenty
+info: Get a quick overview of how to navigate through the platform and where to take different types of actions.
+icon: IconNote
+image: /images/user-guide/create-workspace/workspace-cover.png
+sectionInfo: Discover Twenty, an open-source CRM.
+---
+
+When you log into Twenty for the first time, the layout should feel intuitive. It’s designed to help you move fast and stay organized, without getting in your way.
+
+## The main layout
+The center of the screen is where your records live —people, companies, opportunities, tasks, notes, workflows and any other object you create. This is where the day-to-day work happens.
+You can view, edit, delete records from there as well as creating new views. 
+
+## The left bar
+On the left side, from the top to the bottom, you’ll be able to:
+- Switch between your several workspaces using the dropdown menu
+- Choose between the light and dark modes
+- Use the search bar (press ```/``` to open it instantly)
+- Open the Settings section
+- Have a direct access to your Favourites views. Favourites are unique for each user.
+- Switch between different objects
+- Create automations using workflows
+- Reach out to Support and open our User Guide. Please note that our API documentation is accessible under the Settings section and not the User Guide.
+
+## The command menu
+The command menu gives you quick access to actions in Twenty.
+Open it via the three dots in the top right, or press ```Cmd + K``` on Mac / ```Ctrl + K``` on Windows.
+
+From there, you can:
+- Create new records
+- Import and export data via csv
+- Create new views
+- Access deleted records (Twenty supports soft and hard deletes)
+- See the keyboard shortcuts to access object in your workspace
+
+## Views
+Every object (like Opportunities or People) supports multiple views. You're not limited in the number of views per object.
+
+Use the dropdown in the top left of the main layout to switch between them. For example:
+- Use a Kanban view to track opportunities by stage
+- Use Group By view to create sections and improve efficiency
+- Use filters to focus on specific records (e.g. leads created last week)
+- Save filtered views to reuse them later
+- Favourite views for fast access
+
+If you’re new to Views, read <ArticleLink href="https://twenty.com/user-guide/section/objects/views-sort-filter">this article</ArticleLink> to learn how to create and customize them.
+
+## Settings
+Open your Settings on the top left to 
+- Connect your mailbox and calendar accounts
+- Customize your data model
+- Access the API playground and configure webhooks
+- Invite members
+- Edit your profile
+- Customize your workspace: billing, user permissions
+- Discover the latest releases and the upcoming features (under the Lab)
+
+If you do not see all those sections under Settings, reach out to your workspace administrator - some of them have a restricted access. 
+
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