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概览

本指南将引导您将数据从任何客户关系管理系统迁移到 Twenty。 该过程包括审核您的数据、准备您的 Twenty 工作区、从当前系统导出，并导入到 Twenty。
视图、工作流和权限必须在迁移后手动重新创建。 为这些配置工作预留时间。

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步骤 1：审核您现有的数据

迁移是一个重新开始的机会。 不要把冗余内容带过来。 应保留的内容：
  • 活跃的联系人和公司
  • 进行中的机会和交易
  • 重要的备注和活动
  • 实际使用的自定义字段
应舍弃的内容：
  • 过时的联系人（超过 2 年无任何活动）
  • 重复记录
  • 测试数据
  • 未使用的自定义字段

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步骤 2：映射您的数据模型

在您当前的客户关系管理系统与 Twenty 之间创建一份映射文档：
您的客户关系管理系统Twenty
账户 / 组织公司
联系人 / 人员人员
交易 / 机会Opportunity
ActivityTask or Note
Custom ObjectCustom Object
For each field, document:
  • The source field name
  • The target Twenty field
  • Any format transformations needed (dates, phone numbers, etc.)
Keep this mapping document handy during import—you’ll reference it when mapping columns.

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Step 3: Set Up Your Twenty Workspace

Before importing data, prepare your Twenty workspace:

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Create Custom Objects and Fields

  1. Go to Settings → Data Model
  2. Create any custom objects you need
  3. Add custom fields to standard and custom objects
  4. Configure field settings (unique, required, select options, etc.)
Fields must exist before import.The CSV import creates records, not fields. Create all custom fields in Settings → Data Model before importing.

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Invite Your Team

Invite users BEFORE importing data.If your data includes user references (Account Owner, Assignee, etc.), those users must exist in Twenty before import. Otherwise, those relations cannot be mapped.
  1. 转到 设置 → 成员
  2. Invite all team members
  3. Wait for everyone to accept their invitation
  4. Verify all users appear in your Members list

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Step 4: Export from Your Current CRM

Export your data from your current CRM:
  1. Look for an Export function (usually under Settings, Data Management, or Admin)
  2. Export to CSV format when possible
  3. Export each object type separately (Companies, Contacts, Deals, etc.)
  4. Include all fields you want to migrate
Export these objects (in this order for reference):
  1. Companies / Accounts / Organizations
  2. Contacts / People
  3. Deals / Opportunities
  4. Notes and Activities
  5. 自定义对象

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Step 5: Clean and Format Your Data

Open each exported CSV in a spreadsheet application and prepare it for Twenty.

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Remove Duplicates

  1. Sort by the unique field (email for People, domain for Companies)
  2. Remove or merge duplicate rows
  3. Verify no duplicates exist in Twenty already

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Format Fields Correctly

Field TypeRequired Format
Domainhttps://domain.com
电子邮件name@domain.com (must be unique)
DateYYYY-MM-DD
PhoneThree columns: Number, Country Code, Calling Code
BooleanTRUE or FALSE (uppercase)
Select fieldsUse API names, not display labels
Domain format is critical.Use https://domain.com (not domain.com or www.domain.com). This matches Twenty’s format and prevents duplicates when you connect email/calendar sync.
See How to Prepare Your CSV Files for complete formatting requirements for all field types.

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Add Relation Columns

To link records (e.g., People to Companies), add a column with the parent’s unique identifier. Example: People CSV with Company link 
firstName,lastName,email,companyDomain
John,Smith,john@acme.com,https://acme.com
Jane,Doe,jane@widgets.co,https://widgets.co
See How to Import Relations for detailed instructions on linking records.

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Update User References

If your data includes user assignments (Owner, Assignee):
  1. Add a column with the user’s email (not just their ID from the old system)
  2. Use the same email addresses that users used to join your Twenty workspace
See How to Prepare Your CSV Files for complete formatting guide.

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Step 6: Import to Twenty

Import Order Matters!Always import in this order:
  1. Companies first (no dependencies)
  2. People second (link to Companies)
  3. Opportunities third (link to Companies/People)
  4. Notes and Tasks (link to records)
  5. Custom objects following their dependencies
The parent record must exist before you can reference it.

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Import Each Object

For each CSV file, in order:
  1. Navigate to the object in Twenty
  2. Click ⋮ → Import records
  3. Upload the CSV file
  4. Map columns to fields:
    • Map user email columns to the appropriate relation fields
    • Map relation columns (like companyDomain) to relation fields
  5. Review and fix any errors in the UI
  6. Confirm the import
  7. Verify a few records before proceeding to the next file
Detailed guides:

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Step 7: Large Migrations (50,000+ Records)

For large migrations:
VolumeRecommended Approach
Under 10,000 recordsSingle CSV import
10,000 - 50,000 recordsSplit into multiple CSV files
50,000+ recordsUse the API
For API imports:
  • Faster and more reliable for large datasets
  • Supports batch operations (up to 60 records per call)
  • See How to Import Data via API

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Step 8: Post-Migration Setup

After importing data, complete your workspace configuration:

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Recreate Views

  • Set up saved views with filters, sorts, and column configurations
  • Create any kanban or calendar views you need

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重新创建工作流

  • Rebuild your automations in Settings → Workflows
  • Start with the most critical workflows
  • Test each one before relying on it

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Configure Roles and Permissions

  • Set up roles in Settings → Roles
  • Assign users to appropriate roles

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Connect Email and Calendar

  • Each user connects their own account in Settings → Accounts
  • Twenty will start syncing emails to contact records
  • See Email & Calendar

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Train Your Team

  • Walk through the new interface together
  • Document any team-specific processes

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常见问题及解决方案

IssueCauseSolution
Duplicate errorsEmail/domain already existsRemove duplicates from file, or include unique identifier to update existing records
Relation not foundParent record doesn’t existImport parent objects first (Companies before People)
Missing fieldsCustom field doesn’t existCreate field in Settings → Data Model before importing
Select field errorsUsing display labelsUse API names (enable Advanced mode in Settings to find them)
User relation emptyUser hasn’t accepted inviteEnsure all users accept invitations before importing
See How to Fix Import Errors for detailed troubleshooting steps.

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迁移后检查表

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Data Integrity

All records imported (compare counts with source system)
Relations working correctly (People linked to Companies)
User assignments mapped correctly (Owner, Assignee)
Custom fields populated
No unexpected duplicates

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配置

Views recreated
Workflows recreated and tested
Roles and permissions configured
Email/calendar sync connected

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Team Readiness

Team trained on new system
Old CRM access plan decided (keep for reference? When to disable?)

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FAQ

Not currently. Workflows must be recreated manually in Twenty.
File attachments are not included in CSV exports. You’ll need to re-upload them manually, migrate via API, or contact our team for assistance.
Yes, we recommend keeping your old CRM running until you’ve verified the migration is complete. Just be careful not to create new data in both places.
Depends on data volume and complexity. Small migrations (under 10,000 records) can be done in a few hours. Large migrations may take several days including data cleanup and testing.

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需要帮助？

For complex migrations or large datasets:
  • Guided setup: Book a 4-hour onboarding pack
  • Full migration service: Our partners can handle the entire migration
Contact contact@twenty.com or explore our Implementation Services.