CRM migration
Field-level mapping, validation, and rollback between Advantage HITS and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
Advantage HITS
Source
Twenty CRM
Destination
Compatibility
10 of 12
objects map 1:1 between Advantage HITS and Twenty CRM.
Complexity
CModerate
Timeline
2-4 weeks
Overview
Moving from Advantage HITS to Twenty CRM is a data-centric migration for teams leaving a platform with no documented public API for programmatic export. Advantage HITS stores Contacts, Companies, Deals, and Activities in a browser-based UI without published REST or GraphQL endpoints, which means extraction relies on authenticated session sequencing rather than bulk API calls. We handle that constraint during scoping by agreeing on an extraction method with the customer before work begins. Twenty CRM provides a self-hosted open-source CRM built on a modern data model with People, Organizations, and Opportunities as first-class objects and a documented REST and GraphQL API for import. We map Advantage HITS pipeline stages by name since they are free-text in the source, carry all custom contact and deal properties into Twenty custom fields, and preserve engagement timestamps and owner assignments throughout. We do not migrate Workflows, automations, or reporting configurations from Advantage HITS; we deliver a written inventory of these for the customer's admin to rebuild in Twenty.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Advantage HITS object lands in Twenty CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Advantage HITS
Contact
Twenty CRM
Person
1:1Advantage HITS Contact records map to Twenty CRM Person. Standard fields (name, email, phone, job title) carry through directly. Custom contact properties enumerated from the field metadata panel migrate as typed Twenty custom fields. The Advantage HITS contact ID is preserved in a custom field for deduplication during delta imports.
Advantage HITS
Company
Twenty CRM
Organization
1:1Advantage HITS Company records map to Twenty CRM Organization. The domain name from Advantage HITS maps to the Organization's website field. Address fields (city, state, country, postal code) map to the address composite on Organization. Industry is a free-text field in Advantage HITS; we map to Twenty's industry picklist where values match and preserve the original in a custom field otherwise.
Advantage HITS
Deal
Twenty CRM
Opportunity
1:1Advantage HITS Deal records map to Twenty CRM Opportunity. The deal name maps to Opportunity name, amount maps to amount, and close date maps to closeDate. Pipeline stage is a free-text name in Advantage HITS and requires explicit crosswalk mapping to the Twenty stage picklist during scoping.
Advantage HITS
Activity: Email
Twenty CRM
Task (type=Email)
1:1Advantage HITS email engagement records map to Twenty Task with type=Email. Subject, body text, and timestamp migrate. The original timestamp is preserved in a custom field since Twenty's native createdAt is set at insert time.
Advantage HITS
Activity: Call
Twenty CRM
Task (type=Call)
1:1Advantage HITS call engagement records map to Twenty Task with type=Call. Call duration, outcome, and recording URL migrate to custom fields on the Task. The person or opportunity linked in Advantage HITS resolves to the Twenty Person or Opportunity via the email-based lookup table.
Advantage HITS
Activity: Meeting
Twenty CRM
Task (type=Meeting)
1:1Advantage HITS meeting records map to Twenty Task with type=Meeting. Title, start time, end time, location, and attendees carry through. Attendees resolve to Twenty Person records by email match. Original timestamp preserved in a custom field.
Advantage HITS
Activity: Note
Twenty CRM
Task (type=Note)
1:1Advantage HITS Note records map to Twenty Task with type=Note. Body text and timestamp migrate. The linked record resolves via the email-based Person and Organization lookup table established during scoping.
Advantage HITS
Activity: Task
Twenty CRM
Task
1:1Advantage HITS task engagements map to Twenty Task. Status, priority, due date, and assignee migrate. Status values (not started, in progress, waiting, completed) map to Twenty task status values configured during schema design.
Advantage HITS
Custom Fields (Contact, Company, Deal)
Twenty CRM
Custom Fields
lossyUser-defined fields on Contacts, Companies, and Deals are enumerated from the field metadata panel during discovery. We map their types (text, number, date, dropdown) to equivalent Twenty custom field types. Dropdown fields require value mapping when Advantage HITS picklist values differ from Twenty picklist values.
Advantage HITS
Tag
Twenty CRM
Tag
lossyTags on Contacts, Companies, or Deals in Advantage HITS export as comma-separated lists per record. We expand these into individual tag assignments in Twenty. If the tag does not yet exist in Twenty, we create it during migration. The customer selects the tag strategy during scoping.
Advantage HITS
Attachment
Twenty CRM
Attachment (via API upload)
1:1File attachments linked to contact or deal records are downloaded during extraction using authenticated requests. Original filenames are preserved. Files are re-uploaded to the destination Twenty record via the Twenty REST API. Large attachments over 50 MB are flagged for manual handling to avoid session timeout during extraction.
Advantage HITS
User
Twenty CRM
WorkspaceMember
1:1Advantage HITS user accounts (name, email, role, active/inactive status) map to Twenty WorkspaceMember. Owner assignments on records resolve by email match to the equivalent Twenty WorkspaceMember during migration. Users without a match enter a reconciliation queue for the customer to provision before record import resumes.
| Advantage HITS | Twenty CRM | Compatibility | |
|---|---|---|---|
| Contact | Person1:1 | Fully supported | |
| Company | Organization1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Activity: Email | Task (type=Email)1:1 | Fully supported | |
| Activity: Call | Task (type=Call)1:1 | Fully supported | |
| Activity: Meeting | Task (type=Meeting)1:1 | Fully supported | |
| Activity: Note | Task (type=Note)1:1 | Fully supported | |
| Activity: Task | Task1:1 | Fully supported | |
| Custom Fields (Contact, Company, Deal) | Custom Fieldslossy | Fully supported | |
| Tag | Taglossy | Fully supported | |
| Attachment | Attachment (via API upload)1:1 | Fully supported | |
| User | WorkspaceMember1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Advantage HITS gotchas
No documented public API endpoint for data export
Pipeline stage names are free-text fields
Attachment storage paths are not directly exportable
Dual reporting source architecture
Twenty CRM gotchas
Import order is enforced and critical
Export limited to 20,000 records and visible columns only
Soft-deleted records count toward uniqueness and trigger restores
API rate limits cap at 200 req/min on Organization tier
No native email sequences — follow-up cadences require external tools
Pair-specific challenges
Migration approach
Discovery and extraction method agreement
We audit the Advantage HITS workspace across standard objects (Contacts, Companies, Deals, Pipelines, Activities), custom field definitions, tag usage, and attachment volume. We also enumerate any observed custom objects from the field metadata panel. Because Advantage HITS has no documented public API, we agree with the customer on an extraction method during this phase: authenticated session scraping with customer-provided credentials, or a manual export via the Advantage HITS UI if the bulk export feature is enabled. We deliver a written migration scope document that includes the extraction method, record counts per object, and the pipeline stage crosswalk template that the customer completes during scoping.
Schema design and stage crosswalk
We design the destination schema in Twenty CRM before any data loads. This includes enumerating all Advantage HITS custom fields from the field metadata panel, mapping their types (text, number, date, dropdown) to equivalent Twenty custom field types, and creating the custom fields in Twenty via the workspace settings API. We pre-create the Opportunity pipeline stages in Twenty using the crosswalk table agreed upon in scoping, mapping each Advantage HITS free-text stage name to a Twenty stage value. Any Advantage HITS stages without a Twenty equivalent are documented for the customer to configure before opportunity import begins.
Sandbox migration and reconciliation
We run a full migration into a Twenty CRM sandbox or staging instance using production-like data volume. The customer's team spot-checks 25-50 records per object against the Advantage HITS source, verifies that custom field values migrated correctly, confirms that activity history appears in the correct sequence, and validates that attachments downloaded with the correct filenames. We correct any mapping errors identified during reconciliation before the production migration begins. This step cannot be skipped because correcting mapping errors in production is significantly more disruptive than fixing them in staging.
Owner and user provisioning
We extract every distinct owner email referenced on Contact, Company, Deal, and Engagement records and match against the Twenty CRM workspace members. Any Advantage HITS owner without a matching Twenty workspace member enters a reconciliation queue. The customer provisions missing workspace members in Twenty before record import resumes. This step gates the production migration because owner assignments on Opportunities and Activities require a valid workspace member reference at insert time. We recommend provisioning all active Advantage HITS users as inactive workspace members first, then activating them based on the migration's owner reconciliation results.
Production migration in dependency order
We run production migration in record-dependency order: Workspace Members (manual provisioning, validated), Organizations (from Advantage HITS Companies), People (from Advantage HITS Contacts with OrganizationId resolved), Opportunities (with Stage, OrganizationId, and workspaceMemberId resolved via the crosswalk and lookup tables), Activity history (Tasks via REST API with personId and opportunityId resolved for each record). Attachments upload last, after parent records exist in Twenty. Each phase emits a row-count reconciliation report comparing source record counts to destination inserted counts before the next phase begins.
Cutover and automation handoff
We freeze Advantage HITS writes during the cutover window, run a final delta migration of any records modified during the migration window, then set Twenty CRM as the system of record. We deliver the automation and workflow inventory document to the customer's admin team, listing every observed workflow, automation, or reporting configuration in Advantage HITS with a description of its trigger, conditions, and actions and a recommended Twenty equivalent. We support a one-week hypercare window for reconciliation issues reported by the customer's team. We do not rebuild Advantage HITS automations or workflows as Twenty automations inside the migration scope; that work is a separate engagement.
Platform deep dives
Advantage HITS
Source
Strengths
Weaknesses
Twenty CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 1 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Advantage HITS and Twenty CRM.
Object compatibility
1 of 8 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Advantage HITS: Not publicly documented.
Data volume sensitivity
Advantage HITS doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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