Migrate from Anyone Home to Twenty CRM

Leasing sequences have no native Twenty equivalent and require workflow rebuild

Anyone Home automates prospect follow-up sequences — email drip campaigns, renewal reminders, and re-engagement triggers tied to lease expiration dates. Twenty's workflow builder supports conditional actions and delays, but native sequencing with step-based templates is not a feature. We export your Anyone Home sequence definitions (trigger conditions, step order, delay values, and template references) as a structured rebuild guide for your Twenty admin. The migration does not include sequence logic — this must be reconstructed manually in Twenty's workflow interface or via API after migration completes.

Unit-to-property relationships require custom object setup before data lands

Anyone Home structures properties with nested units — each unit carries rent, occupancy, and lease data linked to its parent property. Twenty's standard Company object does not support nested children out of the box. We create a Unit custom object in Twenty's metadata schema (Settings > Data Model) before import, with a relation field pointing back to the parent Company. If your Anyone Home setup uses N:N unit assignments (one unit associated with multiple properties), the relationship collapses to the most recent primary property unless you specify a different rule. Unit data will not import cleanly if the Unit custom object is not pre-created.

CSV import in Twenty does not carry file attachments

Anyone Home stores file attachments (lease documents, ID scans, correspondence PDFs) on prospect and lease records. Twenty's CSV import wizard loads record fields only — binary file attachments require separate handling. We generate a manifest of all attachments with their source record IDs and file names. Your team re-uploads files to the correct Twenty records after migration. For large attachment volumes (hundreds of files), FlitStack can coordinate bulk re-upload via Twenty's REST API, but the upload step itself is not included in the standard migration scope.

Custom property field types must be created in Twenty before import

Anyone Home supports custom properties on prospects, properties, units, and leases. Twenty requires custom fields to exist in the data model before CSV import writes data into them — the import creates records, not fields. If your Anyone Home setup uses custom pick-list fields with specific option values, those options must be configured in Twenty's custom field settings before import. Mismatched field types (text vs. select) cause import errors that surface as validation failures in Twenty's import preview. We deliver a field creation checklist as part of the migration plan so your Twenty workspace is schema-ready before data arrives.

Owner email mismatches cause records to land without an assignee

Anyone Home owners associate with prospects, properties, and leases via user email. Twenty requires WorkspaceMembers to exist before owner assignment can map. Records with owner emails that do not match any invited Twenty user land unassigned. We run a pre-migration audit comparing Anyone Home owner emails against your Twenty member list and flag unmatched owners. Your team either creates the missing users in Twenty first or designates a fallback owner for records that cannot resolve. This is a pre-flight check — FlitStack will not commit the full migration until owner resolution is confirmed.