Migrate from Texada Software to Twenty CRM

Audit Texada API and object inventory

Before writing any records to Twenty, we run a full inventory of Texada's CloudLink API endpoints for the target account. We pull record counts for Customers, Companies, Opportunities, Activities, and any custom objects (Equipment, Rental Contracts, Service Records). We also capture custom property definitions per object and Texada workflow configuration summaries. The output is a migration scope document that identifies the exact number of objects, fields, and records to move — and flags any Texada data that has no Twenty equivalent (e.g., tax tables, price codes) for manual handling.

Configure Twenty data model and custom objects

Based on the Texada inventory, we create Twenty's custom objects (Equipment, Rental Contract, Service Record) using Twenty's data model editor. We add all custom fields matching Texada's custom property types, set up relation fields (Equipment → People, Rental Contract → People + Equipment), and create custom select options for stage names and status fields. We deliver a schema setup checklist so the Twenty admin can pre-approve the configuration before migration data is written. This step runs in parallel with Texada data extraction.

Resolve owners and export Texada data in dependency order

Texada user and owner records are matched by email against Twenty workspace members. We generate a pre-migration owner resolution report: matched owners map directly; unmatched owners are flagged for the customer to either create a Twenty account or assign those records to a fallback owner. Once owner resolution is confirmed, we paginate Texada API reads and sort records into Twenty's required import order: Companies first, then People, then Opportunities, then custom objects with relational fields last. Each batch is validated for referential integrity before being staged for import.

Run sample migration with field-level diff

We execute a sample migration against Twenty using a representative slice of Texada data — typically 100–500 records spanning Customers, Companies, Opportunities, Activities, and at least one Equipment asset and Rental Contract. We generate a field-level diff comparing source values (Texada) against destination values (Twenty) so the customer can verify field mapping accuracy, stage name translation, owner resolution, and custom object relationships. Discrepancies are corrected in the mapping plan before the full migration is scheduled.

Execute full migration with delta-pickup cutover

The full migration runs against Twenty's API or CSV import interface in the confirmed dependency order. A delta-pickup window (24–48 hours) is coordinated with the Texada cutover: any records modified or created in Texada during the window are captured and applied to Twenty before the final reconciliation. FlitStack AI generates an audit log of every record written and operation performed. If reconciliation reveals gaps exceeding the agreed tolerance, one-click rollback reverts the Twenty workspace to its pre-migration state.

Post-migration validation and Texada WorkFlow rebuild reference

We run post-migration validation checks: record counts per object, relationship integrity (People linked to Companies, Opportunities linked to People and Companies), and spot-checks on custom field values against source data. We deliver a Texada WorkFlow export summary (screenshots and logic documentation) as a rebuild reference for Twenty's workflow builder. Owner assignment reports are re-run against Twenty to confirm all records have a valid workspace member assigned.