CRM migration
Field-level mapping, validation, and rollback between Inspection Files and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
Inspection Files
Source
Twenty CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Inspection Files and Twenty CRM.
Complexity
BStandard
Timeline
7–14 days
Overview
Inspection Files stores inspection records, findings, checklist items, locations, and inspector contacts as a domain-specific data model. Twenty CRM has no native inspection object — inspection data translates into Twenty's People (inspector contacts), Companies (inspection locations or subjects), Opportunities (inspection engagements), and custom objects for inspection records and findings. The migration maps the inspection record header, each checklist item or finding, and all attachments to their Twenty equivalents. FlitStack AI reads Inspection Files via its export API (CSV or JSON), builds a custom-object schema in Twenty for inspection records and findings before data lands, resolves inspector contacts to Twenty workspace members by email, and sequences the load: Companies first, then People, then Opportunities and custom objects. Workflows, inspection templates, and scheduling automations do not migrate — they require manual rebuild in Twenty's workflow builder or via its REST API. Attachments are re-uploaded to Twenty's file storage. A 24–48 hour delta-pickup window captures any inspection records created or updated 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 Inspection Files 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.
Inspection Files
Inspection Record (header)
Twenty CRM
Custom Object: Inspection Record
1:1Inspection Files stores each inspection as a header record with date, location, inspector, and status. Twenty has no native inspection object. FlitStack creates an InspectionRecord custom object with fields for inspection date, location, status, and type, then links each finding record to it via a relation field.
Inspection Files
Finding / Checklist Item
Twenty CRM
Custom Object: Inspection Finding
1:1Each finding or checklist item under an inspection in Inspection Files becomes a record in an InspectionFinding custom object in Twenty, linked to the parent InspectionRecord via a relation field. Status (pass/fail/NA) maps to a select field, and notes map to a text field.
Inspection Files
Inspector Contact
Twenty CRM
People
1:1Inspector name, email, phone, and job title from the inspection record header map directly to the Twenty People object. The inspector email is used as the unique identifier for workspace member resolution — the People record links to the Twenty workspace member by email during import.
Inspection Files
Site / Location / Subject
Twenty CRM
Company
1:1Inspection Files stores the inspected location or subject as text fields on the inspection record. These translate to a Company record in Twenty, with the site name as the Company Name and address fields mapped to the standard address compound field.
Inspection Files
Inspection Engagement / Job
Twenty CRM
Opportunity
1:1When an inspection represents a billable engagement, it maps to a Twenty Opportunity with the inspection company as the linked Company, inspector as a related Person, and the inspection date range as the expected close date. Amount maps if Inspection Files stores a fee per inspection.
Inspection Files
Inspection Note / Comment
Twenty CRM
Note
1:1Free-text notes and comments attached to inspection records in Inspection Files migrate as Twenty Note records, linked to the parent InspectionRecord custom object via a relation field. Original timestamps and author information are preserved as custom fields on the Note record for audit trail continuity.
Inspection Files
Attachment / Photo
Twenty CRM
File
1:1Inspection Files attachments (photos, PDFs, signed forms) are downloaded and re-uploaded to Twenty's file storage. Each file is linked to the parent InspectionRecord or InspectionFinding record via the Files relation. Note that Twenty stores files separately from Notes — the inspection notes remain as Note records while supporting files are Files.
Inspection Files
Inspection Template
Twenty CRM
Custom Field Definitions (no record migration)
1:1Inspection Files templates define the checklist structure and required fields per inspection type. Twenty has no template concept — the template fields become the schema of the InspectionRecord and InspectionFinding custom objects. Template definitions are exported as a schema reference document for manual recreation in Twenty's Settings → Data Model.
Inspection Files
Inspection Workflow / Automation
Twenty CRM
Workflow (manual rebuild)
1:1Scheduling automations, reminder triggers, and inspection-triggered workflows in Inspection Files do not migrate. FlitStack exports workflow definitions as a configuration reference document your Twenty admin can use to rebuild each automation in Twenty's workflow builder. The workflow builder is available on the Organization tier and supports recurrence triggers, condition branching, and action steps.
Inspection Files
Inspection Schedule / Recurring Job
Twenty CRM
Custom Object: Inspection Schedule
1:1Recurring inspection schedules in Inspection Files map to a custom InspectionSchedule object in Twenty, with fields for frequency, last run date, next due date, and the linked Company and InspectionRecord. The schedule itself must be rebuilt in Twenty's workflow builder.
| Inspection Files | Twenty CRM | Compatibility | |
|---|---|---|---|
| Inspection Record (header) | Custom Object: Inspection Record1:1 | Fully supported | |
| Finding / Checklist Item | Custom Object: Inspection Finding1:1 | Fully supported | |
| Inspector Contact | People1:1 | Fully supported | |
| Site / Location / Subject | Company1:1 | Fully supported | |
| Inspection Engagement / Job | Opportunity1:1 | Fully supported | |
| Inspection Note / Comment | Note1:1 | Fully supported | |
| Attachment / Photo | File1:1 | Fully supported | |
| Inspection Template | Custom Field Definitions (no record migration)1:1 | Fully supported | |
| Inspection Workflow / Automation | Workflow (manual rebuild)1:1 | Fully supported | |
| Inspection Schedule / Recurring Job | Custom Object: Inspection Schedule1:1 | 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.
Inspection Files gotchas
No public API reference means export relies on UI-based data extraction
Custom fields and template logic are not visible until after account review
Archived inspection records may require a separate export pass
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 Inspection Files data model and export capabilities
FlitStack reads Inspection Files to identify all object types: inspection records, findings, checklists, attachments, contacts, and schedules. We export sample data via Inspection Files CSV export or API (noting the 2,000-row web-UI cap) and document every field name, pick-list value, and relationship. The audit report identifies which objects map directly to Twenty People/Companies/Opportunities and which require custom object creation. This phase produces a field-level data dictionary and a preliminary object-mapping diagram.
Create Twenty custom objects and fields before import
FlitStack creates the InspectionRecord and InspectionFinding custom objects in Twenty's Settings → Data Model, along with all required fields (date fields, status selects, relation fields linking findings to parent records). We also create the InspectionSchedule custom object for recurring inspection setups. All custom fields are configured with correct types, required flags, and select options before any import file is uploaded.
Resolve inspector contacts to Twenty workspace members
Each inspector email in Inspection Files is matched to a Twenty workspace member by email lookup. FlitStack generates a list of unmatched inspector emails and your team either invites them to Twenty or creates placeholder People records for those contacts. Inspector email resolution is a prerequisite for creating workspace-member links on InspectionRecord and InspectionFinding records — no inspection data imports until all inspector emails have been matched to Twenty members.
Run sample migration with field-level diff
A representative slice of inspection records (typically 50–200 records spanning multiple inspection types, findings, and contacts) migrates first. We generate a field-level diff between the Inspection Files export and the Twenty import result so you can verify finding-to-record linking, status value mapping, company creation from locations, and inspector resolution before the full run commits. Any mapping gaps surface in this phase so they can be corrected before the full dataset runs.
Execute full migration with delta-pickup cutover
Full migration runs: Companies first (location data), then People (inspector contacts), then Opportunities (if inspection engagements carry a fee), then InspectionRecord custom objects, then InspectionFinding child records, then Notes and Files. A 24–48 hour delta-pickup window captures any inspection records or findings created or updated in Inspection Files during the cutover. All operations are logged in an audit trail. One-click rollback is available if reconciliation fails.
Platform deep dives
Inspection Files
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 Inspection Files 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
Inspection Files: Not publicly documented..
Data volume sensitivity
Inspection Files 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.
Category
FAQ
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