Migrate from Column Case Management to Twenty CRM

Column Cases map to Twenty Opportunities with a suite of custom fields: Case_Type__c, Investigative_Status__c, Solvability_Score__c, and Case_Priority__c. The case title becomes Opportunity Name, case create date becomes a custom Created_Date__c field since Twenty's standard CreatedDate is set at import time. Case status values (Open, In Progress, Closed, etc.) are mapped via value_mapping to Twenty custom pick-list options.

Column Case assignments (investigator ID and group ID) resolve against Twenty Workspace Members by email match. Unmatched investigators are flagged before migration. Multiple-case assignments per investigator are preserved by linking the investigator's email as a custom field on each Opportunity record in Twenty.

Column Subjects — the individuals being investigated — map directly to Twenty People. Standard fields (first name, last name, email, phone, job title, address) transfer as direct mappings. The Column Subject_ID is stored as a custom Source_System_ID__c field on the Twenty People record for traceability and delta-run de-duplication.

Column CCM subject types (Witness, Suspect, Victim, etc.) have no direct equivalent in Twenty's standard People fields. We create a custom select field Subject_Type__c on the People object with the exact pick-list values from Column CCM, preserving the investigative role label on each People record.

Column Organizations — the companies or agencies associated with cases — map directly to Twenty Companies. Fields including name, domain/website, industry, employee count, and address transfer as direct mappings. Column Organization_ID is preserved as Source_System_ID__c for reference and delta-run matching.

Column Evidence records (description, evidence type, chain-of-custody notes, file attachments) are split: the descriptive and textual data migrates to Twenty Notes attached to the relevant Case-Opportunity. File attachments are re-uploaded to Twenty Files and linked to the same Opportunity. Teams requiring full evidence-chain metadata create a custom Evidence custom object in Twenty, with fields for evidence type, custody notes, and a File relation.

Column Tasks associated with cases (follow-up actions, evidence collection steps, interview scheduling) map directly to Twenty Tasks. Task title becomes the Task name, description maps to the body, status values map via value_mapping to Twenty Task status (To Do, In Progress, Completed), and the assigned investigator resolves by email match to a Twenty Workspace Member.

Column Documents (case files, reports, correspondence) migrate as Twenty Notes with file attachments. The document title becomes the Note subject. For documents without a note body, we create a minimal Note record in Twenty and attach the file. All documents inherit the same Opportunity (Case) parent linkage as the case they belong to.

Column Users and Investigators resolve against Twenty Workspace Members by email. Active Column users without a matching email are flagged as unmapped before migration — your team either creates Twenty accounts for them first or assigns their records to a fallback Workspace Member. Role and permission sets from Column CCM (Admin, Investigator, Viewer) cannot transfer directly and must be reconfigured in Twenty's permission settings.

Column CCM organizational Groups and Units have no direct equivalent in Twenty CRM. Group-based case assignments are resolved at the individual investigator level by email match. If your team relies on group-level permissions and reporting in Column, that structure must be rebuilt in Twenty using Workspace-level Views and filtering.

Column CCM integrations with BMC Remedy (auto-case creation from incidents) and the AR Framework do not have equivalents in Twenty CRM. These connections must be rebuilt from scratch — either using Twenty's REST API to push incident data or using a middleware tool like Zapier or Make to trigger Opportunity creation in Twenty when an incident is created in Remedy.

Column file attachments — documents, evidence files, images — are re-uploaded to Twenty Files and linked to the parent record (Opportunity or People). Twenty's file size limits apply. We re-download inline images from notes, rehost them in Twenty's file storage, and update the linked Note with the new file reference.