CRM migration

Migrate from Inspection Files to Twenty CRM

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 logo

Inspection Files

Source

Twenty CRM

Destination

Twenty CRM logo

Compatibility

100%

10 of 10

objects map 1:1 between Inspection Files and Twenty CRM.

Complexity

BStandard

Timeline

7–14 days

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Inspection Files logo

Inspection Files

What's pushing teams away

  • Public documentation is thin and no API spec is published, so teams that need to integrate inspection data with permitting, GIS, or 311 systems face manual export workflows.
  • Pricing is not published — sales-led quote model slows procurement for budget-constrained municipalities.
  • Mobile experience is built for tablet PCs rather than modern smartphones and BYOD-style workflows, limiting flexibility for inspectors using personal devices.
  • Reviewer footprint is small versus competing inspection platforms (e.g., GoCanvas, iAuditor, Accela), so hiring trained Inspection Files admins or finding community support takes longer.
  • Reporting and analytics surface activity metrics but lag behind general-purpose BI tools, so larger agencies often export to a separate analytics layer.

Choosing

Twenty CRM logo

Twenty CRM

What's pulling them in

  • Top open-source CRM on GitHub with 40.6K stars, giving teams full source code access and infrastructure ownership without per-feature licensing surprises.
  • Free self-hosting under AGPL-3.0 means unlimited users and custom objects for the cost of cloud infrastructure alone, typically $20–100/month.
  • Pricing page explicitly mocks competitors for charging add-on fees for API access, webhooks, and workflows — transparency that resonates with RevOps teams burned by Salesforce.
  • Unlimited custom objects and fields with no price impact, letting teams shape the data model to their business rather than forcing business into rigid schemas.
  • Modern TypeScript/React/PostgreSQL stack means developer-led teams can extend, self-host, or integrate without fighting legacy architecture.

Object mapping

How Inspection Files objects map to Twenty CRM

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)

maps to

Twenty CRM

Custom Object: Inspection Record

1:1
Fully supported

Inspection 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

maps to

Twenty CRM

Custom Object: Inspection Finding

1:1
Fully supported

Each 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

maps to

Twenty CRM

People

1:1
Fully supported

Inspector 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

maps to

Twenty CRM

Company

1:1
Fully supported

Inspection 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

maps to

Twenty CRM

Opportunity

1:1
Fully supported

When 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

maps to

Twenty CRM

Note

1:1
Fully supported

Free-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

maps to

Twenty CRM

File

1:1
Fully supported

Inspection 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

maps to

Twenty CRM

Custom Field Definitions (no record migration)

1:1
Fully supported

Inspection 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

maps to

Twenty CRM

Workflow (manual rebuild)

1:1
Fully supported

Scheduling 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

maps to

Twenty CRM

Custom Object: Inspection Schedule

1:1
Fully supported

Recurring 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.

Gotchas + challenges

What specifically takes care here

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 logo

Inspection Files gotchas

High

No public API reference means export relies on UI-based data extraction

Medium

Custom fields and template logic are not visible until after account review

Low

Archived inspection records may require a separate export pass

Twenty CRM logo

Twenty CRM gotchas

High

Import order is enforced and critical

High

Export limited to 20,000 records and visible columns only

Medium

Soft-deleted records count toward uniqueness and trigger restores

Medium

API rate limits cap at 200 req/min on Organization tier

Low

No native email sequences — follow-up cadences require external tools

Pair-specific challenges

  • Inspection records have no native destination equivalent — custom objects must be created first

    Twenty CRM has no built-in inspection record object. Inspection Files stores inspections, findings, and schedules as structured records, but in Twenty these require custom objects created before any data can be imported. The Twenty documentation explicitly warns: 'Fields must exist before import — the CSV import creates records, not fields.' FlitStack creates the InspectionRecord and InspectionFinding custom objects in Twenty's Settings → Data Model before running any import, including all required fields, select options, and relation fields to link findings to parent records.

  • Twenty CSV import is capped at 2,000 rows per file in the web UI — larger inspection datasets need API-based import

    Inspection Files exports can contain thousands of finding records per inspection. The Twenty web UI caps CSV imports at 2,000 rows per file. A single inspection with 500 findings quickly exceeds this for a team running hundreds of inspections monthly. FlitStack handles this by using Twenty's REST and GraphQL API directly (100 req/min on Pro, 200 req/min on Organization) to bulk-load inspection records and findings in batches, avoiding the web UI cap entirely. This requires workspace member invitations to be accepted before user-resolved fields can link correctly.

  • Inspection Files inspection workflows and scheduling automations do not migrate — they must be rebuilt

    Inspection Files inspection workflows (auto-assignment, reminder triggers, recurring schedule logic) are a domain-specific automation layer. Twenty's workflow builder (Organization tier) can replicate these behaviors, but no workflow definitions export from Inspection Files. The Twenty documentation states: 'Views, workflows, and permissions must be recreated manually after migration.' FlitStack exports all workflow definitions as a configuration reference document so your Twenty admin can rebuild the logic in Twenty's workflow builder after data is live.

  • Inspector email resolution requires Twenty workspace members to exist before import

    When Inspection Files stores an inspector's email on each inspection record, FlitStack uses that email to resolve the inspector to a Twenty People record and a workspace member account. If the inspector's email does not match an invited Twenty workspace member, the relation cannot be created at import time. The Twenty migration guide explicitly requires: 'Invite users BEFORE importing data — if your data includes user references, those users must exist in Twenty before import.' FlitStack flags unmatched inspector emails before migration and provides a list for your team to invite or create placeholder users.

  • Inspection Files attachments re-upload to Twenty but lose original metadata outside the migration window

    Inspection Files attachments (photos, PDFs, signed forms) are stored on the source platform. Twenty has its own file storage model. FlitStack downloads all attachments from Inspection Files and re-uploads them to Twenty's file storage, linking each file to the parent InspectionRecord or InspectionFinding record. However, inline image metadata, EXIF data, and original upload timestamps are not preserved. Attachments modified in Inspection Files after the delta-pickup window closes are not re-captured. Teams should document any attachment that needs chain-of-custody metadata before migration.

Migration approach

Six steps for a successful Inspection Files to Twenty CRM data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Context on both ends of the pair

Inspection Files logo

Inspection Files

Source

Strengths

  • Targets field inspection workflows specifically with templated checklists and mobile capture
  • Positions as a focused tool rather than a full CMMS suite, reducing complexity for small teams
  • Supports photo and signature capture tied directly to inspection records
  • Allows scheduling and recurring inspection assignments
  • Provides basic reporting on inspection pass/fail rates

Weaknesses

  • Limited published API documentation makes programmatic extraction complex
  • Small platform with fewer third-party integrations than major CMMS tools
  • No publicly available developer portal or API reference
  • Limited information on user roles and permissions architecture
  • Unclear whether archived records are included in standard exports
Twenty CRM logo

Twenty CRM

Destination

Strengths

  • AGPL-3.0 open-source license with full source code on GitHub — no vendor lock-in, no sunset risk.
  • Unlimited users and unlimited custom objects on self-hosted, with no feature gating based on headcount.
  • REST and GraphQL APIs available on all paid tiers, not locked behind an enterprise add-on fee.
  • MCP server and webhooks shipped as standard features, not premium upgrades.
  • Modern PostgreSQL-backed data model that developer teams can query, extend, and self-host.

Weaknesses

  • Recent v1.0 release means limited production hardening compared to CRMs with multi-year operational track records.
  • No native email sequencing or sales engagement tools — follow-up cadences require a separate platform.
  • No native two-way email sync or inbox integration, requiring third-party connectors for full activity logging.
  • Self-hosting 'free' pricing hides real infrastructure and DevOps costs that stack up over time.
  • Workflow automation is functional but lacks the complexity needed for sophisticated multi-step sales motions.

Complexity grading

How hard is this migration?

Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Inspection Files and Twenty CRM.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Inspection Files: Not publicly documented..

  • Data volume sensitivity

    B

    Inspection Files doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Inspection Files to Twenty CRM migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Inspection Files to Twenty CRM data migrations

Answers to the questions buyers ask most during Inspection Files to Twenty CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Most Inspection Files to Twenty migrations complete in 7–14 days of active work for under 10,000 inspection records. Larger datasets with multiple inspection types, hundreds of findings per record, and attachment re-upload extend the timeline to 4–8 weeks. The longest phase is usually creating the Twenty custom object schema and resolving inspector contacts to workspace members before data can be imported.

Adjacent paths

Related migrations to explore

Ready when you are

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