Migrate from Sugester CRM to Twenty CRM

Sugester Client records are the primary entity and contain both individual contact details and company-level information in a single record. We split Sugester Clients into Twenty's separate Person and Company objects during migration. Contact-level fields (name, email, phone, address) map to Person; company name, domain, and industry map to Company. We use the Sugester Client's company association field as the dedupe key to link Person records to the correct Company in Twenty.

Sugester's financial history (transaction records, payment status, revenue figures) attached to Clients has no direct native equivalent in Twenty CRM. We migrate these as custom fields on the Person or Company record, or as a standalone custom object (e.g., Transaction) with a lookup to the Person, depending on the volume and structure of the financial data. The customer chooses the strategy during scoping based on reporting needs.

Sugester Projects bundle tasks, live chats, and documents into a single workspace that often functions like a sales opportunity or a client engagement record. We map Projects to Twenty Opportunities if the project has a deal stage and monetary value. If the project is a service engagement without a pipeline stage, we map it to a custom object (e.g., Project or Engagement) with a lookup to the associated Person or Company. The customer's team decides the strategy during discovery.

Sugester Tasks migrate directly to Twenty Tasks. Task title, description, due date, assignee, and status map to their Twenty equivalents. We chunk large task histories (over 10,000 records) into batches to avoid rate-limit or timeout issues during the import window. We preserve task assignments by resolving the Sugester owner email against the Twenty User mapping.

Sugester live chat histories store discrete conversation records tied to the client profile. Twenty CRM has no native live chat object. We migrate chat histories as Comment records attached to the corresponding Person or Company in Twenty, preserving the timestamp, agent name, and message content. If the volume of chat history is high, we summarize long conversations or flag them for manual re-upload to avoid bloating the Comment thread.

Sugester email threads associated with Client records migrate to Twenty as Comment records or Notes attached to the relevant Person or Company. We preserve the sender, recipient, timestamp, and body content. Inline images and attachments require separate handling as file uploads after the primary migration; we document the attachment list as a post-migration checklist item.

Sugester's customer segmentation labels (paid, unpaid, long-term, short-term, major, minor) are applied manually or automatically to Clients. We migrate these as Tags in Twenty CRM, preserving the full vocabulary so that segmentation logic carries forward. If Twenty's tag count per record becomes unwieldy, we consolidate low-frequency segments into a single Segments custom picklist field.

Sugester cyclical reminder rules attached to client profiles have no native equivalent in Twenty CRM. We convert them to recurring Task templates or Calendar Events with the original reminder frequency (daily, weekly, monthly) and the reminder text preserved. The customer rebuilds the automation logic for these in Twenty's workflow layer post-migration; we document each converted reminder with its frequency and associated Person/Company for the admin to recreate.

Sugester response templates are platform-specific text snippets with variable placeholders that do not have a direct import path into Twenty CRM. We export them as text files or migrate them to Twenty Notes, accepting that the variable syntax will need to be updated to match Twenty's template formatting. Macros (available on Max and Enterprise tiers) are treated as a separate inventory item for the customer's admin to rebuild.

Sugester agents and users referenced on Client, Project, Task, and Conversation records map to Twenty User records. We resolve by email match. Any Sugester Owner without a matching Twenty User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Sugester users are mapped to inactive Twenty users with their historical assignments preserved.

Sugester tags applied to Clients, Projects, and Tasks migrate as-is to Twenty. We preserve the full tag vocabulary across all three object types so that multi-dimensional tagging logic (e.g., product line, client tier, project status) is maintained in the new system. Tag deduplication (standardizing duplicate tag labels with different casing or punctuation) is performed as part of the data cleaning phase.