CRM migration
Field-level mapping, validation, and rollback between Bloomr and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
Bloomr
Source
Twenty CRM
Destination
Compatibility
8 of 10
objects map 1:1 between Bloomr and Twenty CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Bloomr to Twenty CRM is a structural migration complicated by Bloomr's lack of public API documentation. Every engagement begins with live API exploration to confirm authentication method, available endpoints, pagination behavior, and field coverage before we commit to a migration timeline. Bloomr's core objects (Contacts, Companies, Deals, Activities) map to Twenty's People, Companies, Opportunities, and Tasks with transformations applied during a data-profiling phase. Custom fields discovered during profiling map to Twenty's custom field model. We do not migrate Workflows or Automations as code; Bloomr does not expose these through any documented mechanism, and we deliver a written workflow audit template for your admin to use as a rebuild reference. File attachments require confirmation of API access before they enter scope. Activity history migrates as Task and Note records with original timestamps preserved. Timeline ranges from two to six weeks depending on record volume and the custom field count discovered during profiling.
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 Bloomr 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.
Bloomr
Contact
Twenty CRM
Person (People)
1:1Bloomr Contact records map to Twenty Person objects. We extract first name, last name, email, phone, and any custom fields discovered during data profiling. Bloomr's contact email becomes the Person's email field and serves as the dedupe key during import. Any custom contact fields identified during API exploration map to Twenty custom fields on the Person object, created in the destination workspace before migration begins.
Bloomr
Company/Account
Twenty CRM
Company
1:1Bloomr Company records map to Twenty Company objects. Company name, domain, industry, size, and address fields transfer directly. Bloomr's domain field maps to the Company website URL in Twenty. Custom company properties discovered during profiling map to Twenty Company custom fields.
Bloomr
Deal
Twenty CRM
Opportunity
1:1Bloomr Deals map to Twenty Opportunities. Deal name, value, stage, owner, and expected close date transfer with stage values mapped to Twenty's opportunity stage configuration. Owner resolution is by email match against Twenty Users. Associated contacts link via the Opportunity's personId relationship.
Bloomr
Deal Stage
Twenty CRM
Opportunity Stage
lossyEach Bloomr pipeline's stage values are captured during data profiling and configured in Twenty as Opportunity stages with corresponding probability percentages. We create stage entries in Twenty's workspace settings that match the original Bloomr stage labels for continuity in reporting.
Bloomr
Activity (Call, Email, Meeting, Task)
Twenty CRM
Task
1:1Bloomr Activity records map to Twenty Task objects. Activity type (call, email, meeting) is preserved in the Task's body or a custom type field. Activity date and timestamp migrate as the Task's due date. Linked contact and deal associations resolve via the Person and Opportunity lookups in Twenty.
Bloomr
Note
Twenty CRM
Task
1:1Bloomr Notes linked to contacts, companies, or deals migrate as Twenty Tasks with the note body preserved as the Task description. We maintain the link to the original parent record (Person, Company, or Opportunity) using Twenty's task relation model.
Bloomr
User/Team Member
Twenty CRM
User
1:1Bloomr Owner records map to Twenty Users. We resolve by email match. Any Bloomr Owner without a matching Twenty User is held in a reconciliation queue for the customer's admin to provision before record import resumes.
Bloomr
Custom Fields (standard objects)
Twenty CRM
Custom Fields
lossyCustom fields on Bloomr Contacts, Companies, and Deals are discovered during the data profiling phase before migration begins. We create matching custom fields in Twenty's Settings > Object > Fields panel with appropriate types (text, number, date, relation, select). Field order and grouping are preserved as closely as the destination allows.
Bloomr
Workflow/Automation
Twenty CRM
Not migrated
1:1Bloomr Workflows and Automation rules are not accessible via any documented export mechanism. We do not migrate automation logic as code. We deliver a written workflow audit template during scoping that captures the trigger conditions, actions, and logic of each active Bloomr workflow for the customer's admin to manually rebuild in Twenty. Twenty's workflow builder is currently in beta; teams needing immediate automation rely on Zapier integrations or self-hosted custom extensions.
Bloomr
Attachment/File
Twenty CRM
Not in scope until confirmed
1:1File attachment access is unconfirmed through any documented Bloomr API or export endpoint. We do not include attachment migration in the standard scope until live API exploration confirms that files are accessible and downloadable. If the API exposes attachment URLs or file blobs, we add them to scope with a separate line item. Customers should export any critical attachments manually from the Bloomr UI as a precaution during the discovery phase.
| Bloomr | Twenty CRM | Compatibility | |
|---|---|---|---|
| Contact | Person (People)1:1 | Fully supported | |
| Company/Account | Company1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Deal Stage | Opportunity Stagelossy | Fully supported | |
| Activity (Call, Email, Meeting, Task) | Task1:1 | Fully supported | |
| Note | Task1:1 | Fully supported | |
| User/Team Member | User1:1 | Fully supported | |
| Custom Fields (standard objects) | Custom Fieldslossy | Fully supported | |
| Workflow/Automation | Not migrated1:1 | Fully supported | |
| Attachment/File | Not in scope until confirmed1:1 | 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.
Bloomr gotchas
No publicly documented API or export endpoints
Workflow and automation data is not exportable
Attachment and file storage access is unconfirmed
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
Live API discovery and authentication verification
We begin every Bloomr engagement with live API exploration rather than relying on public documentation that does not exist. We probe for REST or GraphQL endpoints, test authentication methods (API key, bearer token, OAuth), confirm available objects and fields, and measure pagination behavior and rate limits. This step determines whether the migration runs through API extraction or reverts to manual CSV export from the Bloomr UI. The output is a written API access report that defines the exact extraction path for all subsequent phases.
Data profiling and scope confirmation
Using confirmed API access, we extract a representative sample of Bloomr records across all object types (Contacts, Companies, Deals, Activities, Users) and profile for custom field names, custom field types, deal stage values, activity types, and attachment presence. We also inventory the active workflow and automation count through any accessible configuration endpoints. The output is a data profiling report that confirms the full migration scope, identifies any data quality issues (missing required fields, duplicate records, inconsistent formats), and sets the baseline for the transformation design.
Schema design in Twenty CRM
We design the destination schema in Twenty CRM based on the profiling results. This includes configuring custom fields on People, Companies, and Opportunities to match the discovered Bloomr custom field inventory, setting up Opportunity stages with probability percentages that mirror the source pipeline stages, and confirming User provisioning by matching Bloomr Owner emails to Twenty User accounts. We deploy schema changes in a Twenty staging workspace for validation before production migration begins.
Sandbox migration and reconciliation
We run a full migration into Twenty using production-like data volume extracted from Bloomr. The customer's team spot-checks migrated records against the source data (a minimum of 25 records across Contact, Company, Deal, and Activity object types) and verifies that custom field values transferred correctly. Any mapping corrections, missing fields, or transformation errors surface here and are resolved before production migration begins. No data moves to production until the customer signs off on the sandbox reconciliation report.
Production migration in dependency order
We execute the production migration in record-dependency order: Users (validated against Twenty's User table by email), Companies (dedupe key on domain/website), People (dedupe key on email, with AccountId resolved), Opportunities (with PersonId and OwnerId resolved), Activities and Tasks (with parent record lookups resolved). Each phase emits a row-count reconciliation report. Any Bloomr Owner without a matching Twenty User goes to the reconciliation queue and blocks the dependent phase until resolved by the customer's admin.
Cutover, validation, and automation handoff
We freeze Bloomr writes during the cutover window and run a final delta migration for any records modified during the migration window. After cutover, we deliver a migration completion report with record counts by object, any records that could not migrate with reason codes, and the workflow audit template for manual automation rebuild. We support a one-week post-cutover hypercare window for reconciliation issues. Workflow and automation rebuild in Twenty remains the customer's admin responsibility or a separate engagement scope.
Platform deep dives
Bloomr
Source
Strengths
Weaknesses
Twenty CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 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 Bloomr and Twenty CRM.
Object compatibility
3 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
Bloomr: Not publicly documented.
Data volume sensitivity
Bloomr doesn't expose a bulk API — REST + parallelization used for high-volume runs.
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.
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FAQ
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