CRM migration
Field-level mapping, validation, and rollback between FowCRM and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
FowCRM
Source
Twenty CRM
Destination
Compatibility
8 of 10
objects map 1:1 between FowCRM and Twenty CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from FowCRM to Twenty CRM is a structural migration from a commercial omnichannel platform to an open-source, self-hosted CRM. FowCRM stores standard CRM entities (Accounts, Contacts, Deals, Pipelines) plus tier-gated Cases and Surveys behind API endpoints that require a two-step Custom Field discovery process (enumerate Models first, then Fields). Twenty CRM provides a clean REST and GraphQL API with no built-in import UI, requiring a script or migration tool to load records in dependency order. We resolve FowCRM's owner-to-WorkspaceMember mapping, rebuild FowCRM's Pipeline definitions as Twenty's opportunity stages, and handle Cases data as a custom object if the customer held Professional or Enterprise tier. Integrations and webhook subscriptions do not migrate via API — we deliver a written inventory of every active integration for manual reconfiguration in Twenty. Workflows, automations, and FowCRM's AI Copilot settings are outside migration scope.
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 FowCRM 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.
FowCRM
Account
Twenty CRM
Company
1:1FowCRM Accounts map directly to Twenty Companies. The Account name, industry, website, address fields, and any custom properties attached to the Account model migrate as standard and custom Company fields. We enumerate FowCRM's Account Model first to capture all active custom fields before extracting data, then create matching custom fields in Twenty via the /metadata API before the Company import batch runs.
FowCRM
Contact
Twenty CRM
Person
1:1FowCRM Contacts map to Twenty Person records. Contacts are linked to Accounts via account_id, which we resolve to the migrated Company record at import time using the Company name or domain as the lookup key. Lifecycle stages and contact roles from FowCRM migrate as custom fields on the Person record. Email, phone, title, and address fields map directly to Twenty's standard Person fields.
FowCRM
Deal
Twenty CRM
Opportunity
1:1FowCRM Deals map to Twenty Opportunities. The Deal's linked Account resolves to the migrated Company; the linked Contact resolves to the migrated Person. Deal amount, close date, and stage migrate to Opportunity amount, closeDate, and stage. We map FowCRM's pipeline stage names to Twenty's stage values during the schema design phase, before any Opportunity data is loaded.
FowCRM
Pipeline
Twenty CRM
Opportunity Stage + Custom Field
lossyFowCRM Pipelines with configurable stages map to Twenty as a combination of Opportunity stage values plus an optional pipeline-name custom field. If the customer uses multiple FowCRM Pipelines to represent different business lines, we create a pipeline_name custom field on Opportunity and populate it during Deal migration so that filtering by pipeline is preserved in Twenty.
FowCRM
Case (Professional/Enterprise only)
Twenty CRM
Custom Object (Case)
1:1FowCRM Cases (Requests and Complaints) are tier-gated on Professional and Enterprise plans. If the customer holds a qualifying tier and Cases exist in the API, we migrate them as a Twenty custom object named Case with status, priority, case_type custom fields, and a link to the related Company. Standard FowCRM instances on the Standard tier do not expose Case data in the API — we confirm tier during discovery and skip Case export gracefully if the endpoints return 403 or empty arrays.
FowCRM
Custom Field
Twenty CRM
Custom Field
lossyFowCRM Custom Fields require a two-step discovery process: enumerate Models via /Models, then fetch Field definitions for each Model via /Fields. Many migration tools query the Fields endpoint directly and return empty results. We run the Model enumeration step first, build a complete model-to-field index, then export custom field data for each Model. In Twenty, custom fields are created via the /metadata API with the correct field type (text, number, date, select) matched from FowCRM's field definition before the corresponding record data loads.
FowCRM
Activity (Call, Email, Meeting, Note)
Twenty CRM
Activity
1:1FowCRM Activity records linked to Contacts or Accounts migrate to Twenty Activities attached to the corresponding Person or Company. Activity type (call, email, meeting, note) maps to Twenty's activity type enum. Timestamp and body content migrate directly. We preserve the activity-to-record association carefully to avoid orphaned activities — the Contact or Account reference is resolved to the migrated Person or Company ID before the Activity insert batch runs.
FowCRM
Survey (Professional/Enterprise only)
Twenty CRM
Custom Object (Survey) + JSON export
1:1FowCRM Survey definitions and response data are exported as structured JSON because Twenty has no native survey object. Survey questions and response schemas differ significantly between platforms, so we treat survey data as a mapping exercise with the full JSON preserved as a custom field on a Survey custom object. If survey responses number in the thousands, we store them as a JSON array field rather than creating individual custom object records.
FowCRM
User
Twenty CRM
WorkspaceMember
1:1FowCRM Users (email, role, department) export by email. In Twenty, the equivalent is a WorkspaceMember. We resolve owners by email match against the Twenty workspace. Any FowCRM User without a matching WorkspaceMember in Twenty goes to a reconciliation queue for the customer to provision before record import resumes. User-to-Deal and User-to-Contact assignments migrate as Opportunity and Person owner references once the WorkspaceMember mapping is validated.
FowCRM
Integration
Twenty CRM
Manual rebuild required
1:1FowCRM integrations and webhook subscriptions are not exposed via the public API. The integration configurations that manage connections to connected apps, third-party tools, and inbound webhook receivers cannot be exported programmatically. We do not migrate integrations — we deliver a written inventory of every active FowCRM integration (identified from the customer's configuration documentation or UI screenshots provided during discovery) with the recommended setup steps for Twenty's equivalent mechanism.
| FowCRM | Twenty CRM | Compatibility | |
|---|---|---|---|
| Account | Company1:1 | Fully supported | |
| Contact | Person1:1 | Fully supported | |
| Deal | Opportunity1:1 | Fully supported | |
| Pipeline | Opportunity Stage + Custom Fieldlossy | Fully supported | |
| Case (Professional/Enterprise only) | Custom Object (Case)1:1 | Fully supported | |
| Custom Field | Custom Fieldlossy | Fully supported | |
| Activity (Call, Email, Meeting, Note) | Activity1:1 | Fully supported | |
| Survey (Professional/Enterprise only) | Custom Object (Survey) + JSON export1:1 | Fully supported | |
| User | WorkspaceMember1:1 | Fully supported | |
| Integration | Manual rebuild required1:1 | 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.
FowCRM gotchas
FowCRM API requires two-step Custom Field discovery
Cases and Surveys are tier-gated
No published pricing creates budget uncertainty
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
Discovery and tier verification
We audit the source FowCRM instance across all API-accessible endpoints: Accounts, Contacts, Deals, Pipelines, Cases (if Professional or Enterprise), Surveys (if Professional or Enterprise), Activities, Custom Fields (via the two-step Model enumeration), and Users. We confirm the plan tier during discovery to determine whether Case and Survey modules are accessible. We also request the customer's FowCRM contract or invoice to verify user count and active modules. The discovery output is a written migration scope listing every object in scope, estimated record counts per object, and the confirmed tier-gated exclusions (if any).
Twenty schema preparation
We design the destination schema in Twenty before any data moves. This includes creating standard objects (Company, Person, Opportunity) and any custom objects needed for Cases, Survey data, or FowCRM industry-specific modules. Custom fields are created via Twenty's /metadata API with types matched from FowCRM field definitions (text to text, number to number, date to date, picklist to select). The schema is validated in a staging Twenty instance before production migration begins. Pipeline definitions from FowCRM are mapped to Twenty Opportunity stages and optionally a pipeline_name custom field for multi-line-of-business customers.
Custom Field discovery and index build
We run the two-step FowCRM Custom Field discovery: enumerate all Models via GET /Models, then for each Model run GET /Fields to capture every custom field definition including type, required flag, and picklist values. We build a model-to-field index and cross-reference it against the standard field export. Any custom field found in the index but missing from the direct export is flagged as a discovery error and the export is retried. This step is the primary safeguard against the silent data loss that occurs when migration tools query Fields without the preceding Model enumeration.
Owner and WorkspaceMember reconciliation
We extract every distinct FowCRM User referenced on Contact, Account, Deal, and Activity records and match by email against the Twenty workspace's WorkspaceMember list. Any FowCRM User without a matching WorkspaceMember enters a reconciliation queue. The customer provisions missing WorkspaceMembers (active or inactive depending on whether the original FowCRM user is still active) before record migration resumes. Owner references on Opportunities and Persons cannot be resolved without a valid WorkspaceMember match, so this step gates all subsequent import phases.
Production migration in dependency order
We run production migration into Twenty in record-dependency order: Company records first (from FowCRM Accounts), then Person records with CompanyId resolved from the Company lookup, then Opportunity records with CompanyId and PersonId resolved, then Activities linked to the migrated Person and Company records. Custom object records (Cases, Surveys, industry modules) load last because they often carry lookups to Company or Person. Each phase emits a row-count reconciliation report comparing exported record count from FowCRM against imported record count in Twenty. Discrepancies trigger a re-export of the affected object before proceeding.
Cutover, validation, and integration handoff
We freeze FowCRM writes during the cutover window, run a final delta migration of any records modified during the migration, then designate Twenty as the system of record. We deliver the integration inventory document listing every FowCRM integration requiring manual rebuild in Twenty, the workflow inventory for the customer's automation team, and the data quality report summarizing record counts, any remaining dedupe items, and field coverage. We support a one-week post-cutover window to resolve reconciliation issues raised by the customer's team.
Platform deep dives
FowCRM
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 FowCRM 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
FowCRM: Not publicly documented.
Data volume sensitivity
FowCRM 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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