Migrate from PlanPlus Online to Twenty CRM

PlanPlus Online Contacts map directly to Twenty Person records. We preserve the standard fields (name, email, phone, address) and Franklin Covey priority quadrant tags as a custom field if present in the source data. We also preserve any mission statement or goal references stored as custom contact properties as text fields in Twenty. Owner assignment from PlanPlus Online resolves to a Twenty workspace member by email match.

PlanPlus Online Company records map directly to Twenty Company records. Links between Contacts and Companies in PlanPlus Online are maintained via a Company-Person link in Twenty. We preserve industry, company size, and associated contacts. The Company record must be created before Person records that reference it so the lookup relationship is satisfied at import time.

PlanPlus Online Deals map to Twenty Opportunities. Stage names, values, and close dates require field mapping since the pipeline structure varies between platforms. We preserve deal close dates as Opportunity closeDate, monetary values as Opportunity amount, and stage names as Opportunity stageName. If PlanPlus Online tracks deal probability, we store it as a custom field in Twenty.

Calendar entries including appointments and all-day events export via sync connectors or manual CSV. We preserve attendee lists, location, start and end timestamps, and any linked tasks or projects. Time zone normalization is critical: PlanPlus Online exports calendar data in the account's configured time zone, and we verify and normalize all timestamps to UTC before loading into Twenty to prevent calendar drift.

Tasks export with priority, due date, status, and assignment. Linked subtasks map as child tasks. We preserve the Franklin Covey priority quadrants (urgent/important matrix) as a custom field if present, mapping each task to the appropriate quadrant label. Task assignment migrates by resolving the PlanPlus Online owner to a Twenty workspace member by email match.

Projects export with status, milestones, and task breakdowns. We create a Project custom object in Twenty via the /metadata API before import, then migrate project records with their status and milestone data. Project Summary Reports published as webpages in PlanPlus Online are captured as static HTML exports and stored as attachments on the corresponding Project record. Cross-project dependencies are preserved as text fields pending manual rebuild in Twenty's custom app framework.

Custom fields created within PlanPlus Online export as flat key-value pairs. We map each to an equivalent custom field in Twenty, creating the destination schema via Twenty's metadata API before any data import. Fields with no direct Twenty equivalent are flagged for manual review during the scoping phase. Franklin Covey-specific fields (priority quadrants, goal hierarchies, mission statements) map to custom text fields on the Person or Company record.

Help desk tickets in PlanPlus Online export with status, description, and linked contact. We create a Ticket custom object in Twenty to receive these records. Ticket status maps to a Twenty picklist, and the linked contact resolves to a Person record by email. We do not migrate the PlanPlus Online Support Portal FAQ articles as these are knowledge-base content rather than CRM records.

Form data captured via PlanPlus Online contact forms and landing pages exports as Contact records with a Form Source custom property. We preserve submission timestamps and any custom form field responses as text fields on the Person record in Twenty. This is not a native Twenty object but a data preservation strategy.

User accounts in PlanPlus Online map to Twenty workspace members. We preserve display name, email, and role where available. Inactive users are flagged for the customer to decide whether to provision them in Twenty. Owner assignment on Contacts, Companies, and Deals resolves via email match against the Twenty workspace member list. Any PlanPlus Online Owner without a matching Twenty member goes to a reconciliation queue.