> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get-clara.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# 从其他CRM迁移

> 分步指南：将您的数据从任何客户关系管理系统迁移到 Twenty。

## 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。

<Note>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。</Note>

## 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.)

<Note>Keep this mapping document handy during import—you'll reference it when mapping columns.</Note>

## Step 3: Set Up Your Twenty Workspace

Before importing data, prepare your Twenty workspace:

### 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.)

<Warning>
  **Fields must exist before import.**

  The CSV import creates records, not fields. Create all custom fields in Settings → Data Model before importing.
</Warning>

### Invite Your Team

<Warning>
  **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.
</Warning>

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

## 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

## Step 5: Clean and Format Your Data

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

### 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

### 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                 |

<Warning>
  **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.
</Warning>

See [How to Prepare Your CSV Files](/l/zh/user-guide/data-migration/how-tos/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**

```csv theme={null}
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](/l/zh/user-guide/data-migration/how-tos/import-relations-between-objects-via-csv) for detailed instructions on linking records.

### 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](/l/zh/user-guide/data-migration/how-tos/prepare-your-csv-files) for complete formatting guide.

## Step 6: Import to Twenty

<Warning>
  **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.
</Warning>

### 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:**

* [How to Import Companies](/l/zh/user-guide/data-migration/how-tos/import-companies-via-csv)
* [How to Import Contacts](/l/zh/user-guide/data-migration/how-tos/import-contacts-via-csv)
* [How to Import Relations](/l/zh/user-guide/data-migration/how-tos/import-relations-between-objects-via-csv)

## 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](/l/zh/user-guide/data-migration/how-tos/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](/l/zh/user-guide/calendar-emails/overview)

### 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](/l/zh/user-guide/data-migration/how-tos/fix-import-errors) for detailed troubleshooting steps.

## 迁移后检查表

### Data Integrity

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

### 配置

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

### Team Readiness

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

## FAQ

<AccordionGroup>
  <Accordion title="Can I migrate workflows automatically?">
    Not currently. Workflows must be recreated manually in Twenty.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## 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](mailto:contact@twenty.com) or explore our [Implementation Services](/l/zh/user-guide/getting-started/capabilities/implementation-services).