CRM migration
Field-level mapping, validation, and rollback between Interactive and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
Interactive
Source
Twenty CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Interactive and Twenty CRM.
Complexity
BStandard
Timeline
48–96 hours
Overview
Interactive stores contact records with quiz-answer fields, company associations, and lead-scoring data built for lead-generation workflows. Twenty CRM structures data around People, Companies, Opportunities, Notes, and Tasks with a relational object model accessible via REST and GraphQL APIs at 100–200 requests per minute on paid tiers. The migration translates Interactive's contact properties into Twenty's standard fields and creates custom fields for quiz-response and scoring data that has no native equivalent. Interact-specific workflows, quiz logic, and automation sequences do not migrate — those must be rebuilt in Twenty's workflow builder or as external automations. FlitStack AI sequences the migration so parent objects (Companies) load before child records (People), opportunities map to the correct stage pipeline, and original create/update timestamps survive as custom audit fields. A sample migration with field-level diff runs first; delta-pickup captures any records modified during cutover so Twenty reflects Interactive's final state at go-live.
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 Interactive 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.
Interactive
Contact
Twenty CRM
People
1:1Interactive contacts map directly to Twenty People records. All standard contact properties (name, email, phone, job title) migrate as-is. The Interact contact record must exist before any linked activities or opportunities can reference it.
Interactive
Company
Twenty CRM
Companies
1:1Interactive company records map 1:1 to Twenty Companies. Domain field in Interactive maps to the Website field in Twenty. Parent-child company hierarchies use Twenty's self-referential relation field when available.
Interactive
Deal / Opportunity
Twenty CRM
Opportunities
1:1Interactive deal records map to Twenty Opportunities. Deal stage names map value-by-value to Twenty Opportunity stage names. Amount, close date, and owner migrate as standard Opportunity fields.
Interactive
Activity (call, email, meeting, note)
Twenty CRM
Notes / Tasks
1:1Interactive engagement logs (calls, emails, meetings, notes) map to Twenty Notes and Tasks. Each activity type becomes a distinct record in Twenty with the original timestamp, owner, and parent-record link preserved as metadata fields.
Interactive
Quiz Response Field
Twenty CRM
Custom Field on People
1:1Interactive quiz-answer fields stored on contact records have no native equivalent in Twenty. These migrate as custom text or select fields on the People object. Field names are preserved; field type (text, multi-select, rating) is inferred from the source data format.
Interactive
Lead Score Field
Twenty CRM
Custom Number Field on People
1:1Interactive's lead-scoring property migrates to a custom Number field on Twenty People. Original score values transfer as integers for use in Twenty's workflow builder or sorting views.
Interactive
Custom Object (if present)
Twenty CRM
Custom Object
1:1If Interactive has custom objects beyond standard contacts and companies, they map 1:1 to Twenty custom objects. Custom object relationships that are many-to-many in Interactive need junction objects in Twenty.
Interactive
Company Association
Twenty CRM
People.companyId relation
1:1Interactive links contacts to companies via domain matching or manual association. In Twenty, the contact record's companyId field must reference an existing Companies record — companies must be migrated first so foreign-key resolution succeeds.
Interactive
User / Owner
Twenty CRM
WorkspaceMember via email
1:1Interactive owners are resolved by email match against Twenty Workspace Members. Unmatched owners are flagged before migration; their records are assigned to a fallback owner so no record lands without a valid Twenty user.
Interactive
Attachment / File
Twenty CRM
Files via URL re-upload
1:1Interactive file attachments on records are re-uploaded to Twenty's file storage with original file names and MIME types preserved. Links are updated on the parent record in Twenty.
| Interactive | Twenty CRM | Compatibility | |
|---|---|---|---|
| Contact | People1:1 | Fully supported | |
| Company | Companies1:1 | Fully supported | |
| Deal / Opportunity | Opportunities1:1 | Fully supported | |
| Activity (call, email, meeting, note) | Notes / Tasks1:1 | Fully supported | |
| Quiz Response Field | Custom Field on People1:1 | Fully supported | |
| Lead Score Field | Custom Number Field on People1:1 | Fully supported | |
| Custom Object (if present) | Custom Object1:1 | Fully supported | |
| Company Association | People.companyId relation1:1 | Fully supported | |
| User / Owner | WorkspaceMember via email1:1 | Fully supported | |
| Attachment / File | Files via URL re-upload1:1 | 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.
Interactive gotchas
Clause library is proprietary and not portable
Spouse-per-matter pattern requires careful re-linking
HotDocs answer files are useless without templates
API and integration surface is sparse
Elder Counsel merger reshaped pricing and module structure
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 Interactive data and design Twenty schema
FlitStack exports all Interactive objects via API (Contacts, Companies, Deals, Activities) and generates a schema inventory. Custom quiz-response fields and scoring properties are catalogued and assigned target field types in Twenty. Your team reviews the audit report and approves which objects and fields migrate versus being archived.
Create Twenty custom fields and objects
Before data loads, Twenty's schema is extended with custom fields for quiz responses, lead scores, and completion timestamps on the People object. If Interactive has custom objects, matching custom objects are created in Twenty. Standard objects (People, Companies, Opportunities, Notes) use Twenty's native fields directly.
Import Companies, then People, then Opportunities
Twenty's import documentation requires loading in dependency order: Companies first, then People with companyId links resolved, then Opportunities with companyId and personId resolved. FlitStack executes this sequence automatically, pre-validates all foreign-key references, and flags any orphaned records before they are committed to Twenty.
Run sample migration with field-level diff
A representative slice (typically 100–500 records spanning all object types and custom fields) migrates to Twenty first. FlitStack generates a field-level comparison report showing source values versus destination values for every mapped field. You verify that quiz-response fields, lead scores, company links, and owner assignments are correct before the full migration commits.
Execute full migration with delta-pickup
The full record set migrates to Twenty via REST API batch operations with rate-limit management. A 24–48 hour delta-pickup window runs in parallel, capturing any records created or modified in Interactive during the cutover. Audit log records every operation. One-click rollback is available if reconciliation identifies data integrity issues.
Platform deep dives
Interactive
Source
Strengths
Weaknesses
Twenty CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 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 Interactive and Twenty CRM.
Object compatibility
1 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
Interactive: Not publicly documented.
Data volume sensitivity
Interactive 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
Answers to the questions buyers ask most during Interactive to Twenty CRM migration scoping. Not seeing yours? Book a call.
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