CRM migration
Field-level mapping, validation, and rollback between PracticeHub and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
PracticeHub
Source
Twenty CRM
Destination
Compatibility
10 of 10
objects map 1:1 between PracticeHub and Twenty CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
PracticeHub stores practice-management data (patient/person records, appointments, practitioner assignments, treatment notes, and custom compliance fields) in a healthcare-oriented schema. Twenty CRM is a modern open-source CRM built on React, NestJS, and PostgreSQL, with standard objects for People, Companies, Opportunities, Notes, and Tasks — plus a fully extensible custom-object and custom-field model accessible through REST and GraphQL APIs. The migration maps PracticeHub patient and person records to Twenty's People object, appointment and treatment data to custom Activity records, and any custom fields to Twenty custom fields created via Settings → Data Model before import. Twenty's CSV import enforces an ordered dependency chain (Companies → People → Opportunities → Custom objects) that often requires splitting PracticeHub's flat exports into separate CSV batches. PracticeHub's API rate limit of 1 request per second governs extraction speed; a dataset of 30,000 records takes approximately 8.3 hours to pull. FlitStack sequences the migration so foreign-key relationships resolve correctly, runs a sample migration with field-level diff before committing the full run, and captures in-flight changes during a 24–48 hour delta-pickup window.
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 PracticeHub 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.
PracticeHub
Person / Patient
Twenty CRM
People
1:1PracticeHub's person/patient records map directly to Twenty's People object. Each record carries name, email, phone, address, and practitioner assignment. In Twenty, the People record links to a Company via the companyId relation. Records without a primary company land as standalone People with no companyId — FlitStack flags these for review before final import.
PracticeHub
Company / Practice Organization
Twenty CRM
Companies
1:1PracticeHub organizations or clinic entities map to Twenty's Companies object. Fields like organization name, address, phone, and website transfer directly. If PracticeHub supports parent-child organizational hierarchies, the parent reference maps to Twenty's Company → parentId field. Multi-site organizations in PracticeHub collapse to multiple Company records with their respective addresses.
PracticeHub
Appointment
Twenty CRM
Custom Activity object (pre-created in Twenty)
1:1Appointment records have no direct Twenty equivalent — they are not Tasks (which are to-dos) and not Notes. FlitStack creates a custom Activity object in Twenty via Settings → Data Model before import. Fields include appointmentDate, appointmentType, practitionerId, location, status, and duration. Each Activity links to the People record via a relation field.
PracticeHub
Treatment Note
Twenty CRM
Notes
1:1Treatment notes from PracticeHub map to Twenty's built-in Notes object. The note body populates the content field. The linked patient/person maps to the Notes → PersonId relation. Created date and modified date are preserved as metadata. If the treatment note is rich-text, Twenty's Note content field handles formatted text.
PracticeHub
Patient Library / Document
Twenty CRM
Custom Attachment record (pre-created in Twenty)
1:1Files and documents attached to patient records (diagnostic images, exercise routines, intake forms) have no native equivalent in Twenty's standard objects. FlitStack creates a custom Attachment object with fields for fileName, fileUrl, mimeType, linkedPersonId, and uploadedAt. The fileUrl references the original PracticeHub download URL or a FlitStack-hosted copy if PracticeHub's links expire post-migration.
PracticeHub
Practitioner / Staff Member
Twenty CRM
Workspace Members
1:1PracticeHub practitioner and staff records are people records in Twenty's context, but they also need to exist as Workspace Members to own records. FlitStack creates a People record for each practitioner and resolves ownership by matching practitioner email against Twenty Members. If the practitioner has no Twenty account yet, FlitStack invites them before assigning record ownership — no record lands without an owner.
PracticeHub
Custom Compliance Field
Twenty CRM
Custom Field on People or Activity
1:1PracticeHub's custom compliance and clinical fields (such as insurance type, referral source, treatment plan status) are not native Twenty fields. Each custom field is pre-created in Twenty's data model (Settings → Data Model) as a text, select, multi-select, or date field matching the source type. The migration plan lists every custom field with its target object and field type before data lands.
PracticeHub
Tag / Label
Twenty CRM
Custom field (select or multi-select)
1:1PracticeHub uses tags to classify patients and appointments. Twenty has no native tag object for People, so tags migrate as a multi-select custom field. The exact tag values are mapped one-by-one to the select options in Twenty's data model. Duplicate or synonymous tags are consolidated during the mapping review phase.
PracticeHub
Opportunity / Deal
Twenty CRM
Opportunities
1:1If PracticeHub tracks billable services or service agreements as opportunities, those map to Twenty's Opportunities object. Fields include name, amount, stage, expectedCloseDate, and linked CompanyId. Stage values are mapped via pick-list value mapping — your team defines the Twenty stage pipeline structure before migration runs.
PracticeHub
Workflow / Automation
Twenty CRM
Workflow (must be rebuilt in Twenty)
1:1PracticeHub workflows, appointment reminders, and automated messaging sequences do not migrate. Twenty's Workflow builder handles day-to-day automations differently. FlitStack exports a JSON description of each PracticeHub workflow logic (trigger, conditions, actions) as a rebuild reference for your Twenty admin. No workflow runs on the new system without deliberate rebuild.
| PracticeHub | Twenty CRM | Compatibility | |
|---|---|---|---|
| Person / Patient | People1:1 | Fully supported | |
| Company / Practice Organization | Companies1:1 | Fully supported | |
| Appointment | Custom Activity object (pre-created in Twenty)1:1 | Fully supported | |
| Treatment Note | Notes1:1 | Fully supported | |
| Patient Library / Document | Custom Attachment record (pre-created in Twenty)1:1 | Fully supported | |
| Practitioner / Staff Member | Workspace Members1:1 | Fully supported | |
| Custom Compliance Field | Custom Field on People or Activity1:1 | Fully supported | |
| Tag / Label | Custom field (select or multi-select)1:1 | Fully supported | |
| Opportunity / Deal | Opportunities1:1 | Fully supported | |
| Workflow / Automation | Workflow (must be rebuilt in Twenty)1:1 | 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.
PracticeHub gotchas
1 req/sec API rate limit severely restricts bulk migration speed
Region-specific API base URLs must be resolved before extraction
Patient Library assets export as separate binary blobs
Prescription records may reference external Chewy pharmacy integration
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 PracticeHub data model and Twenty schema side-by-side
FlitStack reads PracticeHub's API schema and exports a full object inventory: every object, field, relationship, and custom property with its data type and sample values. We simultaneously document Twenty's current data model via its REST API metadata endpoint. The output is a side-by-side gap analysis that identifies which PracticeHub objects have direct equivalents in Twenty, which require custom objects, which require custom fields, and which have no equivalent and must be rebuilt or archived. This audit runs against a read-only API token scoped to your PracticeHub account.
Pre-create custom fields and objects in Twenty
Before any data moves, FlitStack generates a field-creation checklist for your Twenty admin: each custom field to create, the target object, the field type, select options (for pick-list fields), and the order to create them. We also create the custom Activity and Attachment objects via Twenty's API using the same field definitions. This step runs in parallel with data extraction and typically takes 1–2 hours once the checklist is approved. Twenty requires an admin-level API token for this step. No import runs until all target fields exist in Twenty's schema.
Resolve practitioners and invite Twenty Members
Practitioner and staff records from PracticeHub must resolve to Twenty Workspace Members for record ownership to assign correctly. FlitStack extracts all practitioner emails from PracticeHub, checks each against Twenty's Members list (via the REST /users endpoint), and flags any that do not yet exist. We generate a batch invitation list so your team can invite those users before data import. Records assigned to an unmatched practitioner are held with a fallback owner flag — they do not land ownerless. This step prevents the 'orphan records' problem where imported records have no valid owner in Twenty.
Extract PracticeHub data at rate-limited pace and restructure CSVs
PracticeHub's 1 req/sec rate limit governs extraction. FlitStack paginates through every PracticeHub object (People, Companies, Appointments, Notes, Attachments) with 1.05-second intervals between requests. Each object export is saved as a separate CSV. We then re-structure the CSVs into Twenty's required import order: Companies first, People second (with companyId references resolved), Opportunities third, then custom objects. Any flat multi-table relationships in PracticeHub are denormalized into junction CSV files for import into relation fields. The extraction runs as a background job with checkpointing so interrupted runs resume from the last page.
Run sample migration with field-level diff, then full cutover with delta pickup
A representative sample (typically 200–500 records spanning all object types) migrates first. FlitStack generates a field-level diff comparing source values in PracticeHub against destination values in Twenty for every mapped field. You review the diff to confirm field mapping accuracy, catch any missing custom fields, and verify practitioner ownership resolution. After sign-off, the full migration runs. A delta-pickup window (24–48 hours) monitors PracticeHub for records created or modified during the cutover window, capturing in-flight changes. The audit log records every imported record with its source ID for traceability. One-click rollback is available if reconciliation reveals missing data beyond agreed tolerances.
Platform deep dives
PracticeHub
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 PracticeHub 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
PracticeHub: 1 request per second per account.
Data volume sensitivity
PracticeHub 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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