CRM migration
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
Source
Twenty CRM
Destination
Compatibility
10 of 11
objects map 1:1 between Assured JobCheck and Twenty CRM.
Complexity
BStandard
Timeline
2–5 days
Overview
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.
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 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
Twenty CRM
People
1:1Assured 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
Twenty CRM
Company
1:1Assured 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
Twenty CRM
Opportunity
1:1The 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)
Twenty CRM
Custom fields on Opportunity
1:1These 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)
Twenty CRM
Custom fields on Opportunity + a linked People record
1:manyAdjuster 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)
Twenty CRM
Task and Note
1:1The 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)
Twenty CRM
Custom Object (Contents_Item__c)
1:1Assured 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)
Twenty CRM
WorkspaceMember
1:1Assured 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)
Twenty CRM
Twenty File attachment on Opportunity
1:1Files 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)
Twenty CRM
No equivalent
1:1Assured 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)
Twenty CRM
No equivalent
1:1The 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.
| Assured JobCheck | Twenty CRM | Compatibility | |
|---|---|---|---|
| Contact | People1:1 | Fully supported | |
| Account | Company1:1 | Fully supported | |
| Job__c | Opportunity1:1 | Fully supported | |
| Insurance fields on Job__c (Insurance_Type__c, Loss_Category__c, Policy_Number__c, Claim_Number__c) | Custom fields on Opportunity1:1 | Fully supported | |
| Adjuster fields on Job__c (Adjuster_Name__c, Adjuster_Contact__c, Adjuster_Company__c) | Custom fields on Opportunity + a linked People record1:many | Fully supported | |
| JobCheck job feed (FeedItem, activity records) | Task and Note1:1 | Fully supported | |
| PackOut__c (contents list items) | Custom Object (Contents_Item__c)1:1 | Fully supported | |
| User (Owner) | WorkspaceMember1:1 | Fully supported | |
| ContentDocumentLink (file attachments on Job__c) | Twenty File attachment on Opportunity1:1 | Fully supported | |
| Process Builder / Flow (workflow definitions) | No equivalent1:1 | Fully supported | |
| Assured_PackOut_Integration__c (third-party connection) | No equivalent1:1 | 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.
Assured JobCheck gotchas
PackOut contents data is tightly coupled to JobCheck
Restoration-specific custom fields lack standard equivalents
Salesforce org edition may gate API access
Job workflows and automation rules are not data records
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
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.
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.
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.
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.
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
Assured JobCheck
Source
Strengths
Weaknesses
Twenty CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Assured JobCheck and Twenty CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
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
Assured JobCheck: Not publicly documented — Salesforce API limits vary by org edition and license type.
Data volume sensitivity
Assured JobCheck exposes a bulk API — large-volume migrations stream efficiently.
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
Answers to the questions buyers ask most during Assured JobCheck to Twenty CRM migration scoping. Not seeing yours? Book a call.
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