Migrate from Sugarcrm to Twenty CRM

Sugarcrm Accounts map to Twenty CRM Companies. The primary address, billing address, and phone fields migrate directly. We preserve the Account's industry, annual_revenue, and number_of_employees fields as custom fields in Twenty CRM since the Twenty Company object has fewer standard fields than Sugarcrm's Account module. The Accounts-to-Companies rename is a semantic mapping rather than a schema constraint.

Sugarcrm Contacts map directly to Twenty CRM Contacts. We preserve multiple email addresses with their role flags (Primary, Invalid, Opted Out) to avoid re-triggering bounce or opt-out workflows in any downstream email tool. The contact-to-Company linkage migrates as the Twenty Contact's company_id lookup.

Sugarcrm Leads map to Twenty CRM Persons with a status field distinguishing them from converted Contacts. Lead status, source, and conversion date migrate as Twenty Person fields. We flag whether Twenty is configured to treat Persons as Leads or Contacts based on the customer's existing conversion workflow.

Sugarcrm Opportunities map to Twenty CRM Deals. The opportunity name, amount, closedate, sales_stage, and probability fields migrate directly. Stage names are mapped to Twenty's pipeline stage values during the transform phase. We preserve Opportunity-to-Account linkage as the Deal's company_id.

Sugarcrm Revenue Line Items attach to Opportunities and carry product, quantity, revenue amount, and service_date fields. Twenty CRM Deals support line item entries. We resolve the parent Opportunity reference at migration time and attach each line item to the corresponding Twenty Deal, preserving product name, quantity, and amount. Any custom pricing formulas in Sugar's RLI require review for direct translation.

Sugarcrm Quotes carry expiration dates, approval statuses, and quoted line items. Twenty CRM does not have a standalone Quote object, so Quote data migrates as Deal entries with line items and a quote_status flag. We include the expiration date as a custom field on the Deal and preserve approval state as a text field for admin review.

Sugarcrm Cases track support tickets with status, priority, and conversation threads. Twenty CRM does not have a native Case or Ticket module. We migrate Cases as Tasks with a case_priority custom field and the original case number preserved, or we create a custom object for Cases depending on the customer's preference. Email threads migrate as Note attachments on the Task or custom Case record.

Sugarcrm Products include pricing, cost, and inventory data. Twenty CRM's product handling is less mature than Sugarcrm's. We migrate Products as Twenty CRM records in the standard object structure, with pricing fields mapped to available custom fields. If the customer's Sugar deployment uses a custom product catalog, we pre-create a matching custom object in Twenty before migration.

Sugarcrm Campaigns use the Legacy UI export path and have no direct Twenty CRM equivalent. Twenty CRM does not include a native marketing or campaign management module. We do not migrate Campaign records. Instead, we deliver a written inventory of active Campaigns with target list sizes and statuses so the customer's team can recreate them in their chosen marketing tool (HubSpot Marketing Hub, Mautic, Mailchimp, or Salesforce Marketing Cloud).

Sugarcrm Tasks linked to Accounts, Contacts, Leads, or Opportunities migrate to Twenty CRM Tasks with the same assigned owner, due date, status, and priority. The parent record reference migrates by resolving the Sugar record ID to the corresponding Twenty CRM record ID at migration time. Completed task notes and descriptions transfer as plain text.

Sugarcrm Users with active roles and team memberships map to Twenty CRM Users resolved by email match. We flag inactive Sugarcrm users for customer decision on whether to migrate. Manager hierarchies and role assignments are preserved in Twenty's role and workspace settings, but the specific role permission model differs between platforms and requires admin review post-migration.

Sugarcrm custom fields created in Studio and Module Builder require explicit inclusion in the export because they do not auto-populate the standard CSV template. We audit the custom field definitions (field type, required flag, picklist values) before extraction and pre-create matching custom fields in Twenty CRM's settings. Sugar Module Builder custom modules are mapped to Twenty custom objects with equivalent field types, though lookup relationships may require reconfiguration.