---
title: Migrating from Other CRMs
info: Step-by-step guide for migrating data and processes from other CRM systems to Twenty.
image: /images/user-guide/what-is-twenty/migrating_crm.png
sectionInfo: A brief guide to grasp the basics of Twenty
---
<Frame>
  <img src="/images/user-guide/what-is-twenty/migrating_crm.png" alt="Header" />
</Frame>

## 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- **Remove duplicates** and outdated records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](/user-guide/data-model/customize-your-data-model) 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](/user-guide/getting-started/import-export-data) 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)

<Warning>
Please note that domain URLs created by the synchronization with your mailbox and calendar have the following format ```https://domain.com```
</Warning>

- **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](/user-guide/getting-started/import-export-data) 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](/user-guide/getting-started/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

<input type="checkbox" /> All data imported successfully
<input type="checkbox" /> Custom fields working correctly
<input type="checkbox" /> User permissions configured
<input type="checkbox" /> Email/calendar sync connected
<input type="checkbox" /> Critical workflows recreated and tested
<input type="checkbox" /> Team trained on new system


