CRM migration
Field-level mapping, validation, and rollback between Field Squared and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
Field Squared
Source
Twenty CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Field Squared and Twenty CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
Field Squared organizes field service operations around Work Orders, Assets, and Service Contracts — with Documents, Tasks, and custom fields tied to each record. Twenty CRM uses People, Companies, Opportunities, Notes, and Tasks as its standard objects, with custom fields created before import. The migration carries every field-squred object into its Twenty equivalent: Contacts and subcontractor records become People, Assets map to Companies with location data preserved, Work Orders become Opportunities with stage values mapped to Twenty's pipeline stages, and Documents migrate as Notes attached to the parent record. Custom fields on Work Orders and Assets carry across as custom fields in Twenty's data model, but the migration does not rebuild workflows, scheduling rules, or field-service-specific automations — those require manual reconstruction in Twenty's workflow builder or via its REST and GraphQL API. FlitStack sequences the migration in dependency order: Companies first (as the 'one' side of relationships), then People, then Opportunities, then custom objects, respecting Twenty's import-order constraint. A delta-pickup window captures any records modified during cutover.
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 Field Squared 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.
Field Squared
Contact
Twenty CRM
People
1:1Field Squared Contact records map directly to Twenty People. The primary company association (AccountId) resolves to the target Company record by matching the account name. Contacts without a primary company land in Twenty as standalone People records. Email, phone, and address fields carry across as custom fields or standard fields if configured in Twenty's data model before import.
Field Squared
Asset
Twenty CRM
Companies
1:1Field Squared Assets are equipment or inventory items tied to service locations. These map to Twenty Companies because both represent organizational entities with address, industry, and contact relationships. The asset name becomes the Company name; asset location becomes the Company address. Service history on the Asset migrates as Notes attached to the Company record.
Field Squared
Work Order
Twenty CRM
Opportunities
1:1Field Squared Work Orders represent service jobs with status, priority, scheduled dates, and assigned technicians. These map to Twenty Opportunities because both track deal/progress stages tied to an account. Work Order status maps to Opportunity stage values via value mapping; Work Order priority becomes a custom field on the Opportunity.
Field Squared
Service Contract
Twenty CRM
Custom Object
1:1Field Squared Service Contracts define recurring service agreements tied to accounts. Twenty has no native contract object, so a Service Contract custom object is created in Twenty's Settings → Data Model. Fields include contract type, start/end dates, billing frequency, and the linked account reference.
Field Squared
Document
Twenty CRM
Notes
1:1Field Squared Documents (specs, photos, attachments) map to Twenty Notes attached to the parent record — either the People, Companies, or Opportunities record they were originally associated with. File attachments are re-uploaded to Twenty's storage; inline images are downloaded and rehosted.
Field Squared
Task
Twenty CRM
Tasks
1:1Field Squared Tasks with custom fields (created via App Builder) map to Twenty Tasks. Original scheduled start/end times, task type, status, and owner assignments carry across. Custom fields on Field Squared Tasks translate to custom fields on Twenty Tasks — the custom field definitions must be created in Twenty first.
Field Squared
Custom Field (on Work Order)
Twenty CRM
Custom Field (on Opportunity)
1:1Field Squared allows 30+ custom field types on Work Orders via the App Builder. Each custom field type (text, number, date, select, multi-select, relation) is mirrored as a corresponding custom field in Twenty's data model before migration. Field names are preserved; field types are mapped to Twenty's supported types.
Field Squared
Subcontractor
Twenty CRM
People
1:1Field Squared subcontractors are individuals associated with Work Orders. They map to Twenty People records with a subcontractor type tag preserved as a custom pick-list field. Email and phone contact details carry across as custom fields in Twenty. Additionally, any address, role description, or notes attached to the subcontractor in Field Squared are preserved as custom text fields on the Twenty People record, maintaining full context for downstream assignments.
Field Squared
Location / Address
Twenty CRM
Address fields on Companies
1:1Field Squared service locations tied to Assets carry address components (street, city, state, postal code, country) that map to Twenty's address fields on the Companies object. GPS coordinates stored on the location are preserved as custom number fields. These address fields enable location-based reporting and territory segmentation in Twenty, while the coordinate fields support map integrations or distance calculations using the CRM's API.
Field Squared
Owner / Technician
Twenty CRM
Workspace Members
1:1Field Squared owner and technician assignments on Work Orders are resolved by matching the owner email against Twenty Workspace Members. Unmatched owners are flagged before migration so the Twenty workspace can be populated first. Assigned technicians without Twenty accounts receive a fallback owner assignment.
| Field Squared | Twenty CRM | Compatibility | |
|---|---|---|---|
| Contact | People1:1 | Fully supported | |
| Asset | Companies1:1 | Fully supported | |
| Work Order | Opportunities1:1 | Fully supported | |
| Service Contract | Custom Object1:1 | Fully supported | |
| Document | Notes1:1 | Fully supported | |
| Task | Tasks1:1 | Fully supported | |
| Custom Field (on Work Order) | Custom Field (on Opportunity)1:1 | Fully supported | |
| Subcontractor | People1:1 | Fully supported | |
| Location / Address | Address fields on Companies1:1 | Fully supported | |
| Owner / Technician | Workspace Members1:1 | 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.
Field Squared gotchas
Automation Rules and Dashboard configurations lack public API access
No dedicated Customers API—contact data extracted from Work Orders
Batch document migration requires array-based payload construction
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 Field Squared schema and export all object types
FlitStack runs a full schema audit against your Field Squared workspace via the REST API: contacts, assets, work orders, service contracts, tasks, documents, and all custom fields on each object. We capture field names, data types, pick-list values, and relationship structures. This audit produces a field mapping document and a custom field creation checklist for Twenty's data model setup. The audit also identifies records without valid email addresses (which cannot resolve to Twenty Workspace Members) and duplicate records that should be merged before migration.
Configure Twenty workspace: create custom fields and pipeline stages
Before any data imports, FlitStack generates a step-by-step plan for creating all required custom fields in Twenty's Settings → Data Model. This includes email and phone fields on People, priority and custom date fields on Opportunities, and any custom fields from Field Squared Work Orders and Tasks. Pipeline stages in Twenty are configured to match Field Squared Work Order status values so stage-value mapping is consistent. Workspace members are invited so owner/technician email matching can resolve during the migration run.
Export Field Squared data and sequence import CSVs in dependency order
FlitStack exports Field Squared data via the REST API in CSV format: Companies (from Assets) first, then People (from Contacts and Subcontractors), then Opportunities (from Work Orders), then Tasks, then custom objects, then Notes (from Documents). Each CSV is validated against the target Twenty schema before import. Foreign key references (companyId on People, companyId and personId on Opportunities) are resolved using the previously imported record IDs. Field Squared Custom Fields on Work Orders are included as columns mapped to their Twenty custom field counterparts.
Run sample migration with field-level diff
A representative sample (typically 100–500 records across Contacts, Assets, Work Orders, and Tasks) migrates first. FlitStack generates a field-level diff showing the source value, mapped field name, and destination value in Twenty so you can verify that custom field mapping, status-to-stage value mapping, owner resolution, and date handling are correct before the full run commits. You approve the sample diff before the full migration begins.
Full migration with delta-pickup window and rollback readiness
The full migration runs against Twenty with all object types in sequence. A delta-pickup window (typically 24–48 hours) captures any Field Squared records created or modified during the cutover period so Twenty reflects the final state at go-live. FlitStack's audit log records every operation (create, update, link) with source record ID and destination record ID. One-click rollback is available if reconciliation identifies data integrity issues — this reverts all migrated records and re-imports from the Field Squared snapshot.
Platform deep dives
Field Squared
Source
Strengths
Weaknesses
Twenty CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 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 Field Squared and Twenty CRM.
Object compatibility
2 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
Field Squared: Not publicly documented.
Data volume sensitivity
Field Squared 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
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