Migrate from Allegory to Twenty CRM

Audit Allegory data and plan the migration scope

We run a full export of all Allegory objects — People, Companies, Opportunities, Tasks, Notes, and any custom objects — and count record volumes per object type. We profile data quality: duplicate records, stale contacts with no activity in 24+ months, and records missing required fields for the Twenty import. We document every custom field and pick-list value so we can map them to Twenty's Data Model before any records are written. The audit output is a migration plan that includes the record counts, field map, and a list of records to exclude from the migration (clutter you choose to leave behind).

Prepare Twenty workspace and create custom fields

Before importing records, we configure the Twenty workspace so every target field exists. We create custom fields in Settings → Data Model for any Allegory field that has no direct Twenty equivalent — such as custom pick-list values for deal stages or text fields for Allegory IDs that need to be preserved. We also invite all team members who own Allegory records to join the Twenty workspace so their user IDs are available for owner assignment during import. This step must complete before any CSV data is loaded.

Sequence and execute the import in dependency order

We import records in the order Twenty requires: Companies first (the one-side of relationships), then People (with companyId links resolved), then Opportunities (with companyId and personId links resolved), and finally custom objects with their relation fields. For each object, we use Twenty's CSV import function with column-to-field mapping, review validation errors flagged in the UI, correct them, and re-upload. Large imports that exceed Twenty's 20,000-record CSV limit fall back to the REST/GraphQL API with rate-limit-aware throttling. File attachments are migrated in a separate API step after all records exist.

Run a sample migration and validate with a field-level diff

Before committing the full migration, we run a representative sample — typically 100–500 records per object type — and generate a field-level diff between the Allegory source values and the Twenty destination values. We verify that pick-list value mappings are correct, owner email resolution is working, custom field values are populated, and relation links (companyId, personId) are intact. You review the sample output and approve the mapping logic before the full run begins.

Execute full migration with delta pickup and rollback readiness

The full migration runs against Twenty with a 24–48 hour delta pickup window running in parallel. Your team continues working in Allegory during the migration window. After the initial run completes, the delta pickup captures any records created or modified since the migration snapshot was taken. An audit log records every record written. If reconciliation reveals mapping errors, one-click rollback reverts the Twenty workspace to its pre-migration state so the issue can be corrected and the migration re-run without data loss.

Deliver workflow rebuild reference and post-migration support

After the migration commits, we deliver the workflow rebuild reference document so your Twenty admin can reconstruct Allegory automations in Twenty's workflow builder. We provide a post-migration checklist covering data integrity verification (record counts, relation checks, owner assignments), custom field population audit, and a plan for manual file attachment re-upload. We offer 30 days of post-migration support to address any reconciliation issues that surface after your team begins working in Twenty.