Migrate from FilePro to Twenty CRM

FilePro Client records map 1:1 to Twenty People. Client ID preserved as Source_System_ID__c for delta-run de-duplication. Client status (active/archived) mapped to a custom select field on People. The client-to-contact relationship (primary contact) migrates as the primary contact link on the People record.

FilePro Contact records represent organization-level contacts — they map to Twenty Companies since FilePro Contacts are company entities rather than individual people. The Contact ID is preserved on the Company record as Source_System_ID__c. Multiple FilePro Contacts for the same firm collapse to one Company with multiple People records linked via the companyId relation.

FilePro Matter records map directly to Twenty Opportunities. Matter number and title become the Opportunity name. The matter-to-client link maps to Twenty's Opportunities.companyId relation, which must resolve to a previously migrated People record. Open/closed matter status maps to Opportunity Active checkbox in Twenty.

FilePro documents and file attachments migrate as Twenty Notes (with free-text content) and Files (with binary attachments). File metadata (document type, date, author) is preserved in Note body or as custom fields on the linked People or Opportunity. Inline document links are rehosted if they point to external URLs accessible during migration.

FilePro Fee Earners (staff who bill time) map to Twenty People records representing internal users. Fee Earner ID is stored as Source_System_ID__c on the People record. Twenty Workspace Members (users with login access) are a separate concept from People (contacts) — we map Fee Earners to People and invite them as Workspace Members where their FilePro accounts had login access.

FilePro trust account references (trust bank account numbers, trust arrangement types) have no native Twenty equivalent. We preserve these as custom text or select fields on the People record — Trust_Account_Ref__c and Trust_Arrangement__c — so billing staff can reference them in Twenty without rebuilding the trust accounting logic.

FilePro billing arrangement settings (hourly rate, fixed fee, speculative, etc.) are legal-specific fields with no Twenty native equivalent. These map to a custom select field Billing_Arrangement__c on the People record, with values preserved exactly as they appear in FilePro. Billing rates stored as a custom currency field Rate__c for reference in reporting.

FilePro matter work types (consultation, litigation, conveyancing, etc.) are category codes with no Twenty standard field. These map to a custom select field Work_Type__c on the Opportunities object. Work type values are preserved value-by-value so Twenty reporting can segment by legal service category post-migration.

Matter-specific billing rates (overrides of the client rate) stored as a custom currency field Matter_Billing_Rate__c on Twenty Opportunities. This preserves rate history for billing audits. If the rate is a fixed-fee arrangement, we store the fixed amount in this field with a note in the Opportunity description.

FilePro Contact role types (e.g., Billing Contact, Correspondence Contact) map to Twenty's People relationship labels on the People object. The primary correspondence contact maps to the default email and phone fields on the People record. Secondary roles stored as a text custom field for reference.

FilePro matter notes and time activity logs migrate as Twenty Notes attached to the relevant People (for client notes) or Opportunities (for matter notes) records. Original timestamps and Fee Earner author preserved in Note body. Time entries (hours, description) stored as Note content since Twenty does not have a native time-tracking object.

FilePro User Defined Fields (UDFs) — defined per file in the RAD environment — are enumerated during discovery. Each UDF maps to a Twenty custom field on the appropriate object (People, Companies, or Opportunities) based on which FilePro file it belongs to. Field type matching: text to text, number to number, date to date, pick-list to select. UDFs must be pre-created in Twenty Settings → Data Model before import.

FilePro clients can be active or archived. The archived flag maps to a custom checkbox field Is_Archived__c on the People record. Archived records migrate to Twenty but are flagged so your team can suppress them from active views or purge them post-migration per your data retention policy.

FilePro matter status values (open, closed, on-hold, pending) map to a custom select field Matter_Status__c on Twenty Opportunities. Closed matters map to Opportunities with the Active checkbox unchecked. On-hold and pending statuses are value-mapped to Twenty Opportunity stage values that match your team's workflow, chosen before migration runs.