Migrate from Gensolve Practice Manager to Twenty CRM

Gensolve client records map directly to Twenty People. The client name splits into FirstName + LastName where available; single-field client names land in FirstName with LastName blank and a display-name note. All standard contact fields (phone, email, address) map 1:1; practitioner assignment, Medicare number, and health-fund data migrate as custom fields on the People record.

Gensolve stores address as separate columns (address1, suburb, state, postcode, country). These decompose into Twenty's address1, address2, city, state, and country fields. Postcode requires no transformation; country defaults to the Gensolve deployment region (AU or NZ) if not explicitly populated.

Gensolve referrers (GPs, specialists, allied health referral sources) become Twenty Companies tagged with type=Referrer. Contact name, email, phone, fax, and address map to the equivalent Company fields. The referrer's unique Gensolve ID is preserved as Source_Referrer_ID__c for traceability. When multiple clients reference the same referrer, they all point to the single Company record, maintaining a normalised referrer entity.

Gensolve clinic locations become Twenty Companies tagged with type=Clinic. Clinic name, address, phone, and contact person map to Company name, address, phone, and a custom point-of-contact field. Multi-site practices generate multiple Company records, each with a distinct address. The Gensolve clinic ID is preserved as Source_Clinic_ID__c, and appointment data linked to specific clinics reconciles through the clinic reference on associated client records.

Gensolve appointment records migrate as Twenty Tasks. The appointment date maps to Task.dueAt, appointment time is merged into the datetime value. Appointment type (Initial Consultation, Follow-up, etc.) stores as a custom pick-list field. Practitioner assignment resolves to Task.assigneeId via email match against Twenty Workspace Members.

Gensolve appointment statuses (Scheduled, Attended, Cancelled, No-Show, DNA) map to Twenty Task status values. 'Attended' and 'Completed' map to Done; 'Scheduled' maps to Todo; 'Cancelled' and 'No-Show'/'DNA' map to a custom cancelled pick-list value. Probability of attendance is not modeled in Twenty Tasks — this data is preserved in a custom field for reporting.

Gensolve clinical notes (attached to client sessions) migrate as Twenty Notes linked to the corresponding People record via peopleId. Note body carries the clinical text; note type (Subjective, Objective, Assessment, Plan) stores as a custom pick-list field. CreatedAt timestamps and practitioner author are preserved.

Gensolve file attachments (letters, consent forms, imaging files) have no native equivalent in Twenty's current object model. FlitStack AI downloads attachments, uploads them to the Twenty workspace's connected storage (S3-compatible), and creates a Note record with a link to the file URL and original metadata.

Gensolve custom form fields (e.g., health-fund number, NDIS plan reference, emergency contact details) require pre-created Twenty custom fields in Settings → Data Model before import. Each custom field's data type (text, number, date, pick-list) maps to the equivalent Twenty field type. The Gensolve custom field label becomes the Twenty field label.

Gensolve practitioner and staff accounts map to Twenty Workspace Members. User resolution is by email match — the Gensolve user export must include email addresses. Unmatched practitioners are flagged before migration so the Twenty workspace can be populated first. Role and permission levels require manual configuration in Twenty's Settings → Members.

Gensolve clients carry a referral source lookup pointing to a Referrer record. After referrers migrate as Companies (step 30), the referral link is reconstructed as People.companyId pointing to the matching Company record. This gives sales-referral attribution reporting in Twenty. Orphaned referral sources — where the Referrer record was not included in the export — are flagged in a validation report for you to either create a placeholder Company or remove the reference.

Gensolve practices that track service agreements or billed amounts as Deals map those to Twenty Opportunities. Opportunity.name is the service description, Amount is the fee, StageName is set to Closed Won by default (historical record), and CloseDate is the service date. Pipeline mapping is not applicable for historical data — new opportunities use the default pipeline.