从其他CRM迁移

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。

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

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
Activity	Task or Note
Custom Object	Custom 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.

Step 3: Set Up Your Twenty Workspace

Before importing data, prepare your Twenty workspace:

Create Custom Objects and Fields

Go to Settings → Data Model
Create any custom objects you need
Add custom fields to standard and custom objects
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.

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.

转到 设置 → 成员
Invite all team members
Wait for everyone to accept their invitation
Verify all users appear in your Members list

Step 4: Export from Your Current CRM

Export your data from your current CRM:

Look for an Export function (usually under Settings, Data Management, or Admin)
Export to CSV format when possible
Export each object type separately (Companies, Contacts, Deals, etc.)
Include all fields you want to migrate

Export these objects (in this order for reference):

Companies / Accounts / Organizations
Contacts / People
Deals / Opportunities
Notes and Activities
自定义对象

Step 5: Clean and Format Your Data

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

Remove Duplicates

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

Format Fields Correctly

Field Type	Required Format
Domain	`https://domain.com`
电子邮件	`name@domain.com` (must be unique)
Date	`YYYY-MM-DD`
Phone	Three columns: Number, Country Code, Calling Code
Boolean	`TRUE` or `FALSE` (uppercase)
Select fields	Use 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.

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.

Update User References

If your data includes user assignments (Owner, Assignee):

Add a column with the user’s email (not just their ID from the old system)
Use the same email addresses that users used to join your Twenty workspace

See How to Prepare Your CSV Files for complete formatting guide.

Step 6: Import to Twenty

Import Order Matters!Always import in this order:

Companies first (no dependencies)
People second (link to Companies)
Opportunities third (link to Companies/People)
Notes and Tasks (link to records)
Custom objects following their dependencies

The parent record must exist before you can reference it.

Import Each Object

For each CSV file, in order:

Navigate to the object in Twenty
Click ⋮ → Import records
Upload the CSV file
Map columns to fields:
- Map user email columns to the appropriate relation fields
- Map relation columns (like companyDomain) to relation fields
Review and fix any errors in the UI
Confirm the import
Verify a few records before proceeding to the next file

Detailed guides:

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

For large migrations:

Volume	Recommended Approach
Under 10,000 records	Single CSV import
10,000 - 50,000 records	Split into multiple CSV files
50,000+ records	Use 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

Step 8: Post-Migration Setup

After importing data, complete your workspace configuration:

Recreate Views

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

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

Configure Roles and Permissions

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

Connect Email and Calendar

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

Train Your Team

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

常见问题及解决方案

Issue	Cause	Solution
Duplicate errors	Email/domain already exists	Remove duplicates from file, or include unique identifier to update existing records
Relation not found	Parent record doesn’t exist	Import parent objects first (Companies before People)
Missing fields	Custom field doesn’t exist	Create field in Settings → Data Model before importing
Select field errors	Using display labels	Use API names (enable Advanced mode in Settings to find them)
User relation empty	User hasn’t accepted invite	Ensure all users accept invitations before importing

See How to Fix Import Errors for detailed troubleshooting steps.

迁移后检查表

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

配置

Views recreated

Workflows recreated and tested

Roles and permissions configured

Email/calendar sync connected

Team Readiness

Team trained on new system

Old CRM access plan decided (keep for reference? When to disable?)

FAQ

Can I migrate workflows automatically?

Not currently. Workflows must be recreated manually in Twenty.

What about file attachments?

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.

Can I keep both systems running during migration?

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.

How long does migration typically take?

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.

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.

概览

数据模型

数据迁移

日历与电子邮件

工作流

AI

布局

仪表板

权限与访问

账单

设置

概览

步骤 1：审核您现有的数据

步骤 2：映射您的数据模型

Step 3: Set Up Your Twenty Workspace

Create Custom Objects and Fields

Invite Your Team

Step 4: Export from Your Current CRM

Step 5: Clean and Format Your Data

Remove Duplicates

Format Fields Correctly

Add Relation Columns

Update User References

Step 6: Import to Twenty

Import Each Object

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

Step 8: Post-Migration Setup

Recreate Views

重新创建工作流

Configure Roles and Permissions

Connect Email and Calendar

Train Your Team

常见问题及解决方案

迁移后检查表

Data Integrity

配置

Team Readiness

FAQ

需要帮助？

​概览

​步骤 1：审核您现有的数据

​步骤 2：映射您的数据模型

​Step 3: Set Up Your Twenty Workspace

​Create Custom Objects and Fields

​Invite Your Team

​Step 4: Export from Your Current CRM

​Step 5: Clean and Format Your Data

​Remove Duplicates

​Format Fields Correctly

​Add Relation Columns

​Update User References

​Step 6: Import to Twenty

​Import Each Object

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

​Step 8: Post-Migration Setup

​Recreate Views

​重新创建工作流

​Configure Roles and Permissions

​Connect Email and Calendar

​Train Your Team

​常见问题及解决方案

​迁移后检查表

​Data Integrity

​配置

​Team Readiness

​FAQ

​需要帮助？

概览

步骤 1：审核您现有的数据

步骤 2：映射您的数据模型

Step 3: Set Up Your Twenty Workspace

Create Custom Objects and Fields

Invite Your Team

Step 4: Export from Your Current CRM

Step 5: Clean and Format Your Data

Remove Duplicates

Format Fields Correctly

Add Relation Columns

Update User References

Step 6: Import to Twenty

Import Each Object

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

Step 8: Post-Migration Setup

Recreate Views

重新创建工作流

Configure Roles and Permissions

Connect Email and Calendar

Train Your Team

常见问题及解决方案

迁移后检查表

Data Integrity

配置

Team Readiness

FAQ

需要帮助？