Migrate from Atollon Lagoon CRM to Twenty CRM

Atollon Folders are individual contact records classified by role (client, potential client, partner) and stored within the Firm hierarchy. We map Folders to Twenty Person records, preserving the full name, email, phone, classification columns, and any custom field values parsed from formvalue records linked to the Folder context. The Firm lookup on Folder becomes a Company (from Firm) link in Twenty Person via the workspace Company relation.

Atollon Firms are the company-level records in the firm database, serving as the parent entity for Folders. We map Firms to Twenty Company records 1:1, preserving company name, address, classification (client, potential client, partner), and any custom firm-level formvalue records. The Company is created before Folder migration so that the Person.Company relation is satisfied at insert time.

Atollon Projects span four subtypes — Contracts, Business cases, Service contracts, and Consultations — each potentially using different templates with different custom field sets. We first classify each project by its template origin, then apply a subtype-aware field mapping schema to Twenty Opportunities. Without a clear template, a generic mapping applies. Project subtypes map to Opportunity names prefixed with the subtype for disambiguation. Milestones and due dates on a Project migrate as Opportunity custom fields or linked Tasks.

Atollon Activities track engagement records (calls, emails, meetings, SMS) linked to Folders or Firms. We split by activity type: call activities map to Twenty Task with TaskSubtype=Call; meeting activities map to Twenty Event with start and end timestamps; email and SMS activities map to Twenty Task records with a custom body field carrying the message content. All activities preserve the original timestamp, the linked Folder (Person) or Firm (Company), and the owning user reference.

Atollon Milestones track timeline checkpoints within Projects or Activities and may carry custom form data. We map Milestones to Twenty Task records linked to the parent Opportunity (from the Project mapping), preserving order, due date, and any custom field values carried in formvalue records. If the customer prefers milestone-as-field, we convert milestone data to custom fields on the Opportunity during schema design.

Atollon stores custom form field values in separate formvalue records linked by formID and context, not directly on the parent object. One parent may have multiple formvalues. We parse each formvalue record individually, resolve the field schema via formID, and map field-level values to destination custom fields on the corresponding Person, Opportunity, or Task object. This normalisation step adds processing time not present in standard object migrations and must be validated against the form schema before final import.

Atollon's service and support module manages ticket-like records with status, priority, assigned agent, and linked Firm or Project references. We map these to Twenty Task records, setting a custom task type field to distinguish them from standard CRM activities. Status maps to Twenty Task Status, priority maps to Task Priority, and the linked Firm becomes a Company lookup on the Task. Complex case workflows require manual configuration in Twenty post-migration.

Atollon's finance and invoicing module generates invoices linked to Projects or Firms. Twenty CRM has no native billing or finance module. We migrate invoice header data (invoice number, amount, status, date, linked Firm and Project) as a custom Invoice object in Twenty's workspace custom field tooling, but detailed financial history, line items, and payment records require export to a separate accounting system. This is scoped as a partial migration with a written handoff to the customer's finance team.

Workflow Automation is gated to the Advanced tier (EUR 496+/month) and is not accessible via Atollon's API. We do not migrate automation rules. During discovery we document every active workflow rule (trigger conditions, actions, and sequence) and deliver a written rebuild guide mapped to Twenty's custom data model capabilities or a third-party automation tool. Customers on the Basic tier have no automations to migrate.

Campaign Management is available only on Atollon's Ultimate tier. We map campaign-level records including name, status, and linked target list size to a written inventory for the customer's admin to rebuild in their chosen marketing tool. Marketing automation actions, sequence steps, and campaign workflows are not migratable from Atollon and are documented for manual rebuild.