Migrate from Pipz to Twenty CRM

Discovery and data audit

We audit the source Pipz account across all active objects: Contacts, Companies, Deals, Pipeline Stages, Activities, Email Campaigns, Tags, Smart Segments, Custom Fields, and Users. We extract record counts, identify which fields are standard versus custom, and inventory active automation rules and segment definitions. We also identify the Pipz solution tier in use to flag any pipeline-tier-specific features that require schema mapping. The discovery output is a written migration scope document covering record counts, custom field definitions, and the automation and segment inventory.

Schema design in Twenty CRM

We design the destination schema in Twenty CRM. This includes creating any custom fields required for Pipz custom field mapping (cei_score__c, custom lifecycle stage picklist, campaign metrics fields), creating a Campaign custom object if email campaign performance data needs to be preserved, and configuring the Opportunity stage values to match the transferred Pipz stage names. We deploy schema changes into a staging environment first for validation before any production import begins.

Pipz API extraction and CEI score extraction

We extract data from Pipz using the REST API, pacing requests based on observed throttling during discovery. All Contacts, Companies, Deals, Activities, and Email Campaign metadata export with their original timestamps and owner assignments. The Customer Engagement Index extracts as a numeric value per contact and becomes cei_score__c during the transform phase. Tags and segment memberships export as association records. We flag any Pipz API errors or truncation and resolve them before proceeding to transform.

Transform and CEI mapping

We transform Pipz records into Twenty-compatible CSV format. CEI scores map to the custom cei_score__c field on Person. Lifecycle stages map to a custom picklist on Person. Tags are resolved against Twenty's tag API and applied to the relevant records. Pipeline stages map to Opportunity stage values. Smart Segment definitions convert to saved view filter criteria. Each transform emits a reconciliation count (Contacts out, Companies out, Deals out, Activities out) before the import phase begins.

Staging import and reconciliation

We run a full import into a Twenty CRM staging environment using production-like data volume. The customer's team reconciles record counts against the Pipz source, spot-checks 20-40 random records for field-level accuracy, and validates that Person-to-Company relationships and tag associations loaded correctly. Any mapping corrections happen here. The customer signs off the staging import before production migration begins.

Production migration in dependency order

We run production migration in record-dependency order: Companies first (to establish the Company lookup for People), People (with cei_score__c and lifecycle stage fields populated), Opportunities (with stage and owner resolved), Activities (Tasks with activity_type__c), Campaign records (custom object or Task-based), and Tags applied last to all migrated record types. Each phase emits a row-count reconciliation report. Any Pipz User without a matching Twenty User is held in the owner reconciliation queue.

Cutover, validation, and automation inventory delivery

We freeze Pipz writes during cutover, run a final delta migration of any records modified during the migration window, then enable Twenty CRM as the system of record. We deliver the automation and segment inventory document to the customer's team, covering every Pipz Workflow, automation rule, and Smart Segment with its trigger, conditions, and recommended Twenty or third-party alternative. We support a one-week hypercare window where we resolve any reconciliation issues. We do not rebuild Pipz automations as code inside the migration scope; that is a separate engagement.