Migrate from REsimpli to Twenty CRM

REsimpli contacts map directly to Twenty People. Twenty's People object includes name, email, phone, and jobTitle standard fields. A companyId link on People connects to the Companies object. Owner assignments from REsimpli resolve by email match to Twenty Workspace Members.

REsimpli companies map to Twenty Companies. Industry, employee count, annual revenue, and domain fields migrate as custom fields if present in REsimpli. Parent-company hierarchies in REsimpli map to Twenty's ParentId relationship when the structure is simple (one parent per company). Complex multi-parent hierarchies are flagged in the pre-flight report for manual review before migration, ensuring the target schema accommodates the relationship depth.

REsimpli deals map to Twenty Opportunities. Deal name, amount, close date, and stage name transfer directly. The property address — a real estate-specific field on REsimpli deals — must be created as a custom text field on Twenty Opportunities before import. Stage values require value-by-value mapping to Twenty stage pick-lists.

REsimpli's VoiceFollow AI call logs, SpeedToLead AI records, and SMS history migrate as Twenty Tasks. Each Task receives a Type field ('Call', 'SMS', or 'Email') and preserves original timestamp, owner, and linked People or Opportunity ID. Rich content (SMS body, call disposition) stores in the Task body or as an attached Note.

REsimpli notes and call log bodies migrate to Twenty Notes. Notes attach to People, Companies, or Opportunities via Twenty's record-linking model. Original create date, last-modified timestamp, and author (owner) are preserved as metadata on the Note record for full audit continuity. Call dispositions, SMS content, and rich-text formatting carry over in the Note body field, maintaining the original context of each communication record.

REsimpli's deal stage names (e.g., 'Under Contract', 'Due Diligence', 'Closed') map to Twenty Opportunity stage values. Each stage carries a probability and display-order value set in Twenty's stage configuration. Stage-transition timestamps from REsimpli are preserved as custom datetime fields on the Opportunity record.

REsimpli's Enterprise custom objects for real estate properties map to Twenty custom objects if the relationship model is 1:many (one property per deal). If REsimpli uses N:N property-to-deal associations, a junction object is required in Twenty to maintain the relationship. Property-specific fields (address, parcel ID, driving-for-dollars flag) migrate as custom fields on the custom object.

REsimpli owner IDs resolve to Twenty Workspace Members by email address match. Unmatched owners are flagged in the pre-flight report — teams must invite those users to Twenty before migration runs so no Opportunity or People record lands without an assignee.

REsimpli's list-stacking records (absentee owner, tax delinquent, motivation flag) have no standard equivalent in Twenty. These migrate as a custom object with fields for each data point stacked in REsimpli. The custom object links to the related People or Company record via a relation field.

REsimpli drip campaigns and SMS sequences are automation constructs with no native equivalent in Twenty's workflow system (Organization tier provides basic triggers). These do not migrate as data. FlitStack exports a workflow audit CSV — campaign names, step sequence, timing rules, and enrollment criteria — as a rebuild reference for the Twenty admin.

REsimpli's VoiceFollow AI, CallAnswer AI, SpeedToLead AI, and MeetGrade AI configurations are platform-internal settings that do not export. Settings and rule configurations are preserved as a custom field note or PDF export for manual rebuild in Twenty or a third-party AI tool. AI-generated call scores and lead grades migrate as historical data only.

REsimpli's driving-for-dollars records — property addresses, owner names, condition flags, visit dates — migrate as a custom object in Twenty. The object links to a related People record (owner) and optionally to an Opportunity (if the property becomes a deal). Custom fields capture condition, motivation score, and last-visited date.