Migrate from CRM for real estate to Twenty CRM

Direct map. CRM for Real Estate contacts migrate to Twenty People records. Email, phone, job title, and address fields map directly. Owner assignment resolves by email match to Twenty workspace members. If a contact has no associated company in the source, it lands as a standalone People record.

Direct map. CRM for Real Estate companies (brokerages, property management firms, mortgage lenders) migrate to Twenty Companies. Company name, domain, industry, and employee count fields map directly. Parent-child company hierarchies map to Twenty's optional parent-company relation. We also preserve the original industry classification as a custom field if the source picklist includes values not present in Twenty's default list, ensuring no data loss.

Listings in real estate CRMs hold property-specific data (address, MLS number, listing status, property type, list price). Twenty has no native Listings object, so we migrate these as Opportunities with custom fields: PropertyType__c, ListingStatus__c, MLSNumber__c, ListPrice__c. You create these fields in Settings → Data Model before migration.

Direct map. CRM for Real Estate deals (transaction records linked to listings or buyers) migrate to Twenty Opportunities. Deal name, amount, stage, close date, and owner map directly. The deal's link to a Listing/Property resolves to the Opportunity's custom property fields after the custom fields are created.

Direct map. CRM for Real Estate leads (prospective buyers, seller leads, referrals) migrate as Twenty People records. Lead source, lead status, and assigned agent fields map to custom fields on the People record. Original create date preserved as a custom datetime field for reporting continuity.

Direct map. CRM for Real Estate tasks (showings scheduled, follow-up calls, document requests) migrate to Twenty Tasks. Due date, assignee, status, and linked record (People or Opportunity) preserved. Original timestamps maintained for audit continuity. If a task includes a custom category or priority, we map those to custom fields on the Twenty Task object to preserve the original context.

Direct map. CRM for Real Estate notes attached to contacts, listings, or deals migrate as Twenty Notes. Rich text formatting preserved. Notes linked to specific records maintain their parent-entity association via Twenty's relation model. Any embedded images or file attachments are converted to link references and stored in Twenty's attached files section, ensuring the content remains accessible.

Communication logs split based on type. Call logs migrate as Twenty Tasks with Type='Call' and the call outcome as a custom field. Email logs migrate as Twenty Notes with the email body preserved and sender/recipient as custom text fields. Both log types retain the original timestamp and linked record ID, allowing you to reconstruct the full communication history within Twenty's timeline view.

Real estate custom fields (MLSNumber, ShowingCount, ListingAgent, PropertyType, ListingStatus) require pre-creation in Twenty Settings → Data Model. We provide a field-creation checklist before migration runs. Fields that don't yet exist are created during the schema setup phase. The checklist includes field type, picklist values, and help text for each custom field, streamlining the setup process and reducing errors.

CRM for Real Estate users and owners resolve by email match against Twenty workspace members. Unmatched owners are flagged before migration; their records can be assigned to a fallback owner or the user can be invited to Twenty first. Twenty requires users to exist before owner resolution during import.