Migrate from Striven to Twenty CRM

Striven Customers map directly to Twenty People records. We extract contact details (name, email, phone, address), company association, and any active Portal status. Customer type-level and global Custom Fields migrate to Twenty People custom fields, which must be pre-created in Settings → Data Model before import. The Customer's Owner maps to a Twenty workspace User resolved by email match.

Twenty has no native Vendor object. We pre-create a Vendors custom object in Twenty with fields mirroring the Striven vendor schema (name, email, phone, address, payment terms). Type-level and global Custom Fields on Vendors migrate to the matching custom object fields. If the customer uses Vendors for procurement tracking, the custom object schema must be designed and deployed to Twenty before import.

Striven Employees are required prerequisites for accounting migration and include time-tracking associations and role-based permissions. Twenty Users are provisioned via Settings → Members. We map Striven Employees to Twenty Users by email. Role and permission mapping must be reviewed manually because Striven's role hierarchy and Twenty's workspace permission model are structurally different.

Striven's Chart of Accounts is a hard prerequisite for any financial record import. Twenty has no native accounting module. We pre-create a Chart_of_Accounts custom object with Account Number, Account Name, Account Type (Asset, Liability, Equity, Revenue, Expense), and Description fields. Account balances are stored as a custom Decimal field. The customer must confirm whether they intend to maintain accounting in Twenty via custom objects or migrate to a dedicated accounting tool.

Striven Items (products and services) are required prerequisites before creating Sales Orders or Purchase Orders. We map Items with their pricing, inventory quantities, and custom fields to a Twenty custom object. If the customer only uses items for sales quoting, the Item object can map to Twenty's standard Product object instead, which the customer configures during workspace setup.

Striven Invoices require Customers, Items, and a populated Chart of Accounts to exist first. We migrate Invoice headers and line items to an Invoices custom object with Invoice Number, Customer (lookup), Invoice Date, Due Date, Line Items (JSON or related custom object), and Amount. Open invoice status maps to a custom status field. Note: Striven Convenience Fee and Discount configurations tied to payment method settings do not migrate and must be manually reconfigured in any payment integration the customer sets up in Twenty.

Striven Bills follow the same dependency chain as Invoices (Vendor, Items, Chart of Accounts). We migrate Bill headers and line items to a Bills custom object. Tax codes and payment terms that differ between Striven and Twenty's custom schema require explicit field-level mapping review during discovery. Closed Bills can be archived as inactive records to reduce migration volume.

Striven Sales Orders link to Customers and Items. We migrate Sales Order headers and line items to a Sales_Orders custom object in Twenty. Order types that drive custom field visibility in Striven may require type-level field mapping adjustments in Twenty's custom object schema. Approval workflows attached to Sales Orders are not importable and must be rebuilt in Twenty's workflow builder.

Striven Purchase Orders require Vendors and Items to exist. We migrate PO headers and line items to a Purchase_Orders custom object. Approval workflows attached to POs are not importable. Status mapping (Draft, Submitted, Approved, Received, Closed) must be confirmed against the customer's current PO lifecycle.

Striven Projects exist as a module with variable structure (phases, milestones, custom fields) per project type. Twenty has no native Project object. We migrate project headers to a Projects custom object with Status, Start Date, End Date, Owner, and linked Task records. Alternatively, for project-based sales workflows, the customer may choose to map active Projects to Twenty Opportunities with project metadata stored in custom fields. The choice is made during scoping based on how the customer uses Projects in Striven.

Tasks under Striven Projects migrate to Twenty Tasks with assignees preserved, subtask hierarchies mapped, and dependency relationships stored as custom fields or related records. We set ActivityDate to the original Striven timestamp for timeline ordering. Task status maps from Striven's task states to Twenty's Task status values.

Striven Fixed Assets include depreciation schedules and depreciation methods. We migrate asset records and current book values to an Assets custom object in Twenty. The destination system's depreciation engine (whether custom-built or third-party) may differ and requires the customer to confirm their post-migration depreciation strategy.