Migrate from Propeller CRM to Twenty CRM

Propeller Contact records map directly to Twenty People. We extract name, email, phone, job title, and company association from the archive. The company_name field in Propeller's export resolves to a Company record in Twenty by name match. Contacts without a valid email are flagged as incomplete and require customer review before import. Any contacts that were orphaned in Propeller's export (no associated company) are held in a separate queue with a null Company assignment pending confirmation.

Propeller Company records map to Twenty Company. We extract company name, domain, phone, address, and industry. Multiple Propeller Contacts referencing the same company name resolve to a single Twenty Company record. If the archive contains duplicate company names with slight variations (e.g., 'Acme Corp' and 'Acme Corporation'), we flag them for dedupe review before import.

Propeller Deal records map to Twenty Opportunity. We extract deal name, amount, stage, owner, contact association, and created/updated timestamps. The deal's associated Contact resolves to the Twenty People record via email match. Owner assignment resolves by email against the User mapping. Open deals and closed-won deals migrate with their original amounts; closed-lost deals migrate at customer discretion based on whether historical loss data has reporting value.

Propeller's custom pipeline stage names migrate as Twenty Pipeline stage values. The archive preserves stage names but not stage ordering. We ask the customer to confirm the intended stage sequence during scoping and configure Twenty's Pipeline stages in that order. Stages with no clear semantic equivalent in Twenty (e.g., 'verbal yes', 'awaiting finance') require customer placement decision.

Propeller Email Campaign records (campaign name, associated contacts, send date, status) migrate as Note records attached to the relevant Company or People in Twenty. Campaign content and templates do not migrate as functional email templates because Twenty does not have a native campaign automation feature. The customer documents campaign history for reporting reference.

Propeller email templates with merge fields migrate as Note records in Twenty for reference. The template body and field names are preserved as plain text. Twenty does not have a native template-migration pathway; the customer uses the template text as a reference when creating new templates in Twenty or an integrated email tool.

Propeller user accounts mapped to contacts and deals by email address. We extract all distinct owner emails and attempt to match them against the Twenty workspace members. If a Propeller owner email has no corresponding Twenty user, we create a placeholder WorkspaceMember record with the email and flag it for the customer to activate or reassign. Owners whose original Propeller accounts were inactive at shutdown require the customer to decide on reassignment targets.

Activity logs (opens, clicks, replies, meeting scheduling) were tracked inside Propeller's Gmail extension as live activity data but were not included in the shutdown data export. We cannot reconstruct per-contact activity timelines from the archive. This gap is documented explicitly during scoping. No activity data migrates.

Propeller workflow and automation rules do not exist as exportable records. Even during the live platform period, Propeller's automation logic was not exposed via API or data export. We do not attempt to reconstruct automations. We deliver a written record of any automation descriptions the customer documented externally (e.g., in support tickets or internal notes) as a reference for manual rebuild in Twenty's workflow builder.

Propeller did not support custom field creation on standard objects. If the customer's export contains any custom fields or extended properties that Propeller added in a later update or via an undocumented feature, we treat them as text fields in Twenty and flag them for the customer to configure with the correct field type in Settings → Data Model before final import.