CRM migration

Migrate from Assured JobCheck to Twenty CRM

Field-level mapping, validation, and rollback between Assured JobCheck and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.

Assured JobCheck logo

Assured JobCheck

Source

Twenty CRM

Destination

Twenty CRM logo

Compatibility

91%

10 of 11

objects map 1:1 between Assured JobCheck and Twenty CRM.

Complexity

BStandard

Timeline

2–5 days

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Assured JobCheck is a Salesforce Cloud-hosted job management platform built for restoration contractors. It uses Salesforce's object model (Contacts, Accounts, custom Job objects) extended with insurance, adjuster, loss-category, and policy-number fields, plus a custom workflow engine tied to Process Builder and Flow. It integrates Assured PackOut for contents listing and surfaces real-time team updates in a job feed — all Salesforce-native. Twenty CRM is a modern open-source CRM built on TypeScript, NestJS, React, and PostgreSQL. Its standard objects are People, Companies, Opportunities, Notes, and Tasks. Twenty has no Salesforce dependency and no native job-specific fields — restoration-specific data (insurance type, loss category, policy number, contents lists, adjuster details) requires custom field creation in Settings → Data Model before import. We map Assured JobCheck's Contact records to Twenty People, Account records to Twenty Companies, and Job records to Twenty Opportunities. The job-insurance block (Insurance_Type__c, Loss_Category__c, Policy_Number__c, Adjuster_Name__c, Claim_Number__c) translates to a named custom group on the Opportunity object in Twenty. Activities from the job feed become Tasks or Notes with original timestamps preserved. Workflows, Process Builder flows, and PackOut integrations do not migrate — they must be rebuilt in Twenty's workflow builder or through a third-party sequencing tool. Our migration engine reads from Assured JobCheck via the Salesforce REST and Bulk APIs, transforms records to Twenty's CSV import format, and loads through Twenty's /import endpoint with a strict object ordering constraint: Companies first, then People (linked by companyId), then Opportunities (linked to companies and people), then custom objects last. A 24–48h delta pickup window captures any records modified during the cutover window.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Assured JobCheck logo

Assured JobCheck

What's pushing teams away

  • Lack of public pricing transparency beyond the $35 entry tier makes budget planning difficult and suggests expensive enterprise pricing for larger franchises, deterring cost-sensitive buyers.
  • Limited market footprint as a niche restoration-industry tool means fewer third-party integrations, community resources, and peer reviews compared to horizontal job management platforms.
  • Smaller user base compared to platforms like Jobber or Buildertrend reduces confidence in long-term product development and vendor stability for franchise operators.
  • Absence of visible API documentation or developer community makes custom integrations with billing, accounting, or vertical-specific tools difficult to evaluate before purchase.
  • No transparent per-seat or unlimited pricing tiers beyond entry level creates uncertainty about total cost of ownership as teams grow.

Choosing

Twenty CRM logo

Twenty CRM

What's pulling them in

  • Top open-source CRM on GitHub with 40.6K stars, giving teams full source code access and infrastructure ownership without per-feature licensing surprises.
  • Free self-hosting under AGPL-3.0 means unlimited users and custom objects for the cost of cloud infrastructure alone, typically $20–100/month.
  • Pricing page explicitly mocks competitors for charging add-on fees for API access, webhooks, and workflows — transparency that resonates with RevOps teams burned by Salesforce.
  • Unlimited custom objects and fields with no price impact, letting teams shape the data model to their business rather than forcing business into rigid schemas.
  • Modern TypeScript/React/PostgreSQL stack means developer-led teams can extend, self-host, or integrate without fighting legacy architecture.

Object mapping

How Assured JobCheck objects map to Twenty CRM

Each row shows how a Assured JobCheck 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.

Assured JobCheck

Contact

maps to

Twenty CRM

People

1:1
Fully supported

Assured JobCheck Contact records (customer and lead contacts for restoration jobs) map to Twenty People. The email address, phone, name, and address fields transfer directly. A primary AccountId lookup is resolved to a companyId reference in Twenty after Companies are migrated first.

Assured JobCheck

Account

maps to

Twenty CRM

Company

1:1
Fully supported

Assured JobCheck Account records (insurance carriers, property owners, referring contractors) map to Twenty Company. The Name, Website, Industry, and NumberOfEmployees fields transfer directly. Parent Account hierarchy maps to the companyId relation in Twenty for nested organizations. For restoration companies, this includes mapping insurance carrier accounts with their carrier codes and contact information preserved. The domain field is derived from the Website URL to enable Twenty's company recognition feature.

Assured JobCheck

Job__c

maps to

Twenty CRM

Opportunity

1:1
Fully supported

The core Job__c custom object in Assured JobCheck maps to Twenty Opportunity. Job__c.stage maps to Opportunity.stageName. Job__c.amount maps to Opportunity.amount. Job__c.CloseDate maps to Opportunity.closeDate. The job type (insurance claim, loss assessment, contents job) is preserved as a custom select field on the Opportunity.

Assured JobCheck

Insurance fields on Job__c (Insurance_Type__c, Loss_Category__c, Policy_Number__c, Claim_Number__c)

maps to

Twenty CRM

Custom fields on Opportunity

1:1
Fully supported

These fields do not exist in Twenty's standard Opportunity schema. We create Insurance_Type__c, Loss_Category__c, Policy_Number__c, and Claim_Number__c as custom text or select fields on the Opportunity object in Twenty's Data Model before import. Value mappings are applied for Insurance_Type__c if the source uses a pick-list.

Assured JobCheck

Adjuster fields on Job__c (Adjuster_Name__c, Adjuster_Contact__c, Adjuster_Company__c)

maps to

Twenty CRM

Custom fields on Opportunity + a linked People record

1:many
Fully supported

Adjuster name and company are stored as text fields on Job__c in Assured JobCheck. We split these: the adjuster's name and company create or reference a People record (type = 'Adjuster') in Twenty, and the Opportunity links to it via a custom relation field. The adjuster's direct phone/email migrates to the People record's standard phone and email fields.

Assured JobCheck

JobCheck job feed (FeedItem, activity records)

maps to

Twenty CRM

Task and Note

1:1
Fully supported

The real-time job feed in Assured JobCheck stores team updates, photo uploads, and status changes as FeedItem records. These are converted to Twenty Tasks (for action items) or Notes (for commentary) with the original timestamp and owner preserved. Photo attachments are exported as files and re-uploaded to Twenty's file storage.

Assured JobCheck

PackOut__c (contents list items)

maps to

Twenty CRM

Custom Object (Contents_Item__c)

1:1
Fully supported

Assured PackOut creates a separate custom object (PackOut__c) with line-item records for each contents item (room, item description, condition, barcode). These map to a custom object in Twenty named Contents_Item__c, linked to the parent Opportunity via a relation field. Barcode data and item condition use value-mapping where Assured uses pick-lists.

Assured JobCheck

User (Owner)

maps to

Twenty CRM

WorkspaceMember

1:1
Fully supported

Assured JobCheck OwnerId on Contact, Account, and Job__c records points to a Salesforce User. Twenty's equivalent is a WorkspaceMember record. We match by email: if a Salesforce User email matches an invited Twenty WorkspaceMember email, the OwnerId resolves correctly. Unmatched owners are flagged before migration for team invite or fallback assignment.

Assured JobCheck

ContentDocumentLink (file attachments on Job__c)

maps to

Twenty CRM

Twenty File attachment on Opportunity

1:1
Fully supported

Files attached to Job__c records (photos, PDF reports, claim documents) are exported from Salesforce as ContentDocument records. They are re-uploaded as file attachments on the corresponding Opportunity record in Twenty. File size limits: Salesforce caps individual files at 25MB; Twenty's import handles files up to the platform default upload limit.

Assured JobCheck

Process Builder / Flow (workflow definitions)

maps to

Twenty CRM

No equivalent

1:1
Fully supported

Assured JobCheck's custom workflow engine runs on Salesforce Process Builder and Flow. These definitions do not have a migration path to Twenty. We export the workflow definitions as a reference document so your Twenty admin can rebuild equivalent automations in Twenty's workflow builder. The job-stage-triggered actions (e.g., notify adjuster when status changes to 'Loss Confirmed') are the highest priority rebuild items.

Assured JobCheck

Assured_PackOut_Integration__c (third-party connection)

maps to

Twenty CRM

No equivalent

1:1
Fully supported

The Assured PackOut iPad app syncs contents lists directly to Assured JobCheck via a Salesforce-connected app. This integration cannot migrate. We recommend selecting a replacement contents-listing tool (e.g., CompanyCam for photo documentation, or a custom Twenty custom-object workflow for itemized lists) and rebuilding the sync as a post-migration step.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Assured JobCheck logo

Assured JobCheck gotchas

Medium

PackOut contents data is tightly coupled to JobCheck

Medium

Restoration-specific custom fields lack standard equivalents

High

Salesforce org edition may gate API access

Low

Job workflows and automation rules are not data records

Twenty CRM logo

Twenty CRM gotchas

High

Import order is enforced and critical

High

Export limited to 20,000 records and visible columns only

Medium

Soft-deleted records count toward uniqueness and trigger restores

Medium

API rate limits cap at 200 req/min on Organization tier

Low

No native email sequences — follow-up cadences require external tools

Pair-specific challenges

  • Twenty's workflow builder lacks native sequencing — job automation logic must be rebuilt differently

    Assured JobCheck's custom workflow engine runs on Salesforce Process Builder and Flow, supporting trigger-based stage transitions, time-dependent actions, and email notifications tied to job status changes. Twenty's workflow builder (as of 2026) has limited sequencing capability — users on r/CRM report that even a simple Manual Call → Wait 2 days → Email → Wait 2 days → Call sequence requires a workaround or third-party sequencing tool. FlitStack can export your Flow definitions as a rebuild reference, but the logic must be reconstructed in Twenty's UI or via an external automation tool. This is a high-severity gotcha for teams that rely on automated adjuster notifications when a job reaches 'Loss Confirmed'.

  • Assured JobCheck's insurance-specific custom fields have no native equivalent in Twenty

    Assured JobCheck's Job__c object carries a block of restoration-specific fields — Insurance_Type__c, Loss_Category__c, Policy_Number__c, Claim_Number__c, Adjuster_Name__c, Property_Address__c — that exist as custom fields on the Salesforce Job__c object. Twenty's standard Opportunity object has no equivalent fields. These must be created as custom fields in Twenty's Data Model (Settings → Data Model) before any Job__c records import. If your Assured JobCheck setup uses multiple job record types with different custom field sets (e.g., one block for water-damage jobs, another for fire-damage), each block requires a separate custom field definition in Twenty — there are no record types in Twenty to partition field visibility the way Salesforce does.

  • Twenty's strict import order (Companies → People → Opportunities) breaks Salesforce's flat export

    Twenty's CSV import requires that related objects already exist before referencing them: Companies must be imported before People (via companyId), and People before Opportunities (via companyId and personId). Assured JobCheck's Salesforce export produces a flat CSV per object — Contact, Account, and Job__c each export independently. FlitStack handles the dependency resolution and re-sequences the load order. However, if your Assured JobCheck setup has Contacts without an AccountId (unassigned contacts), they will land as unlinked People records in Twenty unless you specify a fallback company rule before migration. This is particularly common for field contacts collected via mobile who were not yet associated with a primary policyholder.

  • Assured PackOut contents lists are a separate Salesforce custom object with a different relationship structure

    Assured PackOut stores contents items as individual records in a custom Salesforce object (PackOut__c or Items__c) with a lookup to the parent Job__c. This is a one-to-many relationship on the job. Twenty has no native equivalent for itemized contents lists — there is no standard line-item sub-object on an Opportunity. We create a custom object named Contents_Item__c in Twenty, linked to the Opportunity via a relation field. The key mapping decisions are: which fields on the PackOut item (room name, item description, condition, barcode) become custom fields on Contents_Item__c, and whether the room structure (Group by Room) should be a separate select field or a filter on a view. These decisions require your input before the migration plan is finalized.

  • Salesforce export captures only columns visible in the current view — hidden fields get missed

    Both Assured JobCheck and the underlying Salesforce export tools only include columns that are visible in the active view at the time of export. Teams that have customized their JobCheck layout to hide rarely-used fields (e.g., Adjuster_Company__c, Property_Latitude__c, or specific policy renewal date fields) will find those fields absent from the export. We strongly recommend auditing your active Assured JobCheck view layout before export and adding any fields you want migrated. For teams with complex view configurations across different job types, we run a pre-export field audit that compares the schema against the active view columns and flags missing fields before data leaves Salesforce.

Migration approach

Six steps for a successful Assured JobCheck to Twenty CRM data migration

  1. Audit Assured JobCheck schema and design Twenty target schema

    We connect to your Assured JobCheck Salesforce org (scoped read access) and enumerate the full schema: all standard Contact, Account, and Job__c fields, every custom field with its API name and pick-list values, FeedItem records from the job feed, ContentDocument attachments, and the PackOut custom object structure. We compare this against Twenty's standard fields (People, Company, Opportunity) and produce a schema delta report. You confirm which insurance-specific fields to preserve as custom fields in Twenty, which job types map to Opportunity stageName values, and whether PackOut contents items need a dedicated custom object or can be collapsed into Opportunity notes.

  2. Create Twenty custom fields and invite team members before import

    Per Twenty's import documentation, fields must exist before the CSV import creates records — the import creates records, not fields. We create Insurance_Type__c, Loss_Category__c, Policy_Number__c, Claim_Number__c, and Adjuster__c as custom fields on the Opportunity object in Twenty's Data Model. For PackOut contents, we create the Contents_Item__c custom object with its relation to Opportunity. Separately, we invite all team members who appear as OwnerId on Job__c records so that their Twenty WorkspaceMember accounts exist before we attempt owner resolution by email match. This two-track preparation (schema + users) prevents the most common import failures.

  3. Export from Assured JobCheck and re-sequence load order for Twenty

    We export from Assured JobCheck using the Salesforce REST and Bulk APIs — pulling Contact, Account, Job__c, FeedItem, and PackOut__c records. Because Salesforce exports flat per object and Twenty requires Companies before People before Opportunities, we re-sequence the load. Companies import first (using domain as the unique identifier). People import second (linked to their companyId). Opportunities import third (linked to companyId and the primary contact's personId). PackOut items import last as the custom Contents_Item__c object. Owner resolution happens at each step: Salesforce OwnerId emails are matched to Twenty WorkspaceMember emails. Unmatched owners are flagged to you for team invite before the full migration runs.

  4. Run sample migration with field-level diff

    Before committing to the full load, we migrate a representative slice — typically 200–500 records covering a mix of job types, insurance categories, and adjuster assignments. We generate a field-level diff between the Salesforce export and the Twenty import result so you can verify that Insurance_Type__c mapped correctly, Loss_Category__c pick-list values translated, adjuster contacts linked to the right People records, and PackOut items attached to the correct Opportunities. This validation step surfaces any value-mapping gaps or missing custom field definitions before the full migration executes. We iterate on the mapping plan based on your sign-off.

  5. Full migration with delta-pickup window and rollback

    The full migration loads all Assured JobCheck records into Twenty. A delta-pickup window (typically 24–48 hours from go-live) captures any records created or modified in Assured JobCheck during the cutover — new jobs added by field teams, status changes on active claims, or new contacts logged during that window. Our audit log records every operation: record count per object, mapping decisions applied, and any records that failed validation. If reconciliation fails — a record count mismatch, a relationship gap, or a field that didn't land — a one-click rollback reverts Twenty to its pre-migration state while Assured JobCheck remains untouched and operational. Once reconciled, your team switches to Twenty and we archive the Assured JobCheck export as a backup.

Platform deep dives

Context on both ends of the pair

Assured JobCheck logo

Assured JobCheck

Source

Strengths

  • Salesforce foundation delivers enterprise reliability, SOC 2 compliance, and global data centers with no customer-managed infrastructure.
  • PackOut iPad app provides field-first contents listing with barcode scanning, automatic room organization, and photo attachment in a standardized workflow.
  • Real-time Job Feed and mobile notifications keep field crews and office staff synchronized without relying on phone calls or email.
  • Unlimited jobs and uploads on all plans means restoration companies do not hit arbitrary limits during peak claim seasons.
  • CRM capabilities built in let restoration companies track insurer relationships, adjuster contacts, and referral sources alongside job records.

Weaknesses

  • No publicly documented API rate limits, endpoints, or developer documentation makes third-party integrations and data extraction opaque.
  • Restoration-industry specificity means exported data requires significant field mapping when moving to horizontal project management tools.
  • Small market presence and limited independent reviews make competitive evaluation against Jobber, Buildertrend, or Encircle difficult.
  • Pricing beyond the $35 entry tier is not publicly published, introducing risk of unexpected costs for growing restoration franchises.
  • Assured PackOut is a separate iPad purchase and integration, meaning contents data may reside in a partially coupled system that complicates single-pass migration.
Twenty CRM logo

Twenty CRM

Destination

Strengths

  • AGPL-3.0 open-source license with full source code on GitHub — no vendor lock-in, no sunset risk.
  • Unlimited users and unlimited custom objects on self-hosted, with no feature gating based on headcount.
  • REST and GraphQL APIs available on all paid tiers, not locked behind an enterprise add-on fee.
  • MCP server and webhooks shipped as standard features, not premium upgrades.
  • Modern PostgreSQL-backed data model that developer teams can query, extend, and self-host.

Weaknesses

  • Recent v1.0 release means limited production hardening compared to CRMs with multi-year operational track records.
  • No native email sequencing or sales engagement tools — follow-up cadences require a separate platform.
  • No native two-way email sync or inbox integration, requiring third-party connectors for full activity logging.
  • Self-hosting 'free' pricing hides real infrastructure and DevOps costs that stack up over time.
  • Workflow automation is functional but lacks the complexity needed for sophisticated multi-step sales motions.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Assured JobCheck and Twenty CRM.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Assured JobCheck: Not publicly documented — Salesforce API limits vary by org edition and license type.

  • Data volume sensitivity

    A

    Assured JobCheck exposes a bulk API — large-volume migrations stream efficiently.

Estimator

Estimate your Assured JobCheck to Twenty CRM migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Assured JobCheck to Twenty CRM data migrations

Answers to the questions buyers ask most during Assured JobCheck to Twenty CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Small restorations companies with under 5,000 records (contacts, accounts, jobs) typically complete in 2–5 days. Mid-size setups with 5,000–50,000 records and custom insurance field blocks require 1–3 weeks, primarily driven by the custom field creation and schema validation step. The longest phase is usually designing the Twenty Data Model — creating Insurance_Type__c, Loss_Category__c, and the PackOut custom object — before any data moves. FlitStack sequences the Salesforce-to-Twenty load to respect Twenty's Companies → People → Opportunities import order, which prevents orphaned records but adds a planning overhead that flat CSV tools skip.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Assured JobCheck.
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