Abdul Rahman
85 lines
3.4 KiB
Plaintext
85 lines
3.4 KiB
Plaintext
---
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title: Migrating from Other CRMs
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info: Step-by-step guide for migrating data and processes from other CRM systems to Twenty.
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image: /images/user-guide/what-is-twenty/migrating_crm.png
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sectionInfo: A brief guide to grasp the basics of Twenty
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---
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<Frame>
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<img src="/images/user-guide/what-is-twenty/migrating_crm.png" alt="Header" />
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</Frame>
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## Before You Start
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### 1. Audit Your Current Data
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- **Select the few objects and fields to migrate**: this migration is the opportunity for a fresh start
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- **Export this data** from your current CRM
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- **Remove duplicates** and outdated records
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- **List active workflows** and automations
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### 2. Create Your New Data Model
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Follow our [data model guide](/user-guide/data-model/customize-your-data-model) to:
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- **Design the data model** you need
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- **Map existing fields** to Twenty's standard objects / fields
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- **Identify the custom objects / fields** that you will need
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- **Create them** under Settings → Data model
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## Migration Process
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### 1. Import Your Data
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**Recommended order:**
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1. **Companies** first (as base records)
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2. **People** second (linked to companies)
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3. **Opportunities** third (linked to people/companies)
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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.
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### 2. Recreate Workflows
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- **Start simple** - recreate your most critical automations first
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- **Use Twenty's workflow builder** to replace existing automations
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## Common Challenges
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### Data Formatting Issues
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- **Email addresses** - remove duplicates (People object requirement)
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- **Domain** - remove duplicates (Companies object requirement)
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<Warning>
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Please note that domain URLs created by the synchronization with your mailbox and calendar have the following format ```https://domain.com```
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</Warning>
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- **Date formats** - ensure consistent formatting (YYYY-MM-DD) or edit this format under Settings → Experience
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- **Phone numbers** - use international format (+1234567890)
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### Relationship Mapping
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To import relations between records using the csv import function, you can use the following fields
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- **Use Twenty IDs** for complex relationships
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- **Use email addresses** to link People records
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- **Use domain names** to link Company records
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- **Use any other field you set as unique**, which can be done in the Data Model section.
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Read our [import-export data guide](/user-guide/getting-started/import-export-data) for detailed instructions on creating relationships during CSV import.
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## Professional Help
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### Our Services
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- **4-hour onboarding packs** for guided migration
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- **Implementation partners** for more advanced projects
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Discover our [implementation services](/user-guide/getting-started/implementation-services).
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## Migrating from Self-Hosted to Cloud
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If you're moving from Twenty self-hosted to Twenty Cloud:
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1. **Export your data** from your self-hosted instance
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2. **Follow the standard migration process** above
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3. **We can provide migration assistance**, reach out to our team
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## Post-Migration Checklist
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<input type="checkbox" /> All data imported successfully
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<input type="checkbox" /> Custom fields working correctly
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<input type="checkbox" /> User permissions configured
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<input type="checkbox" /> Email/calendar sync connected
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<input type="checkbox" /> Critical workflows recreated and tested
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<input type="checkbox" /> Team trained on new system
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