Migrate from The Real Estate CRM to Twenty CRM

The Real Estate CRM contacts map directly to Twenty's People object. Every contact's name, email, phone, and address fields transfer as-is. The link to the contact's primary company becomes the People.companyId lookup in Twenty, requiring the Company record to exist first during the import sequence.

The Real Estate CRM company records map to Twenty's Company object. Company name, domain, industry, employee count, and address fields transfer directly. Multi-office companies may require splitting into multiple Company records in Twenty if The Real Estate CRM stores them as a single hierarchical record.

The Real Estate CRM deals and transactions map to Twenty's Opportunity object. Deal name, amount, stage, close date, and associated agent transfer as-is. The Opportunity.CompanyId links to the migrated Company record, and Opportunity.PersonId links to the primary contact if the deal has a named client.

The Real Estate CRM listing records (property addresses, MLS numbers, listing status, price) have no direct equivalent in Twenty's standard objects. FlitStack creates a Listing custom object in Twenty with fields for propertyAddress, listingPrice, listingStatus (active/pending/closed), mlsNumber, and listingAgentId — linked to both Company (the brokerage) and People (the agent) records.

The Real Estate CRM agent records become Twenty workspace members. The migration requires each agent to already have a Twenty user account before their deals and contacts can be assigned. FlitStack emails matched agents first and flags any agent record without a corresponding Twenty user so you can create those accounts before the import runs.

The Real Estate CRM notes and activity logs map to Twenty's Task and Note objects. Call logs, meeting notes, and general activities attach to the relevant People or Opportunity record via the relation system. Original timestamps and activity owners are preserved. Email thread history transfers as Note records with the email body as content.

The Real Estate CRM drip campaigns and action plans are automation logic with no migration path to Twenty CRM. Twenty has no native sequencing engine. FlitStack exports your campaign definitions as a structured rebuild reference document, listing each step, trigger condition, delay, and content so your team can recreate the logic in Twenty's workflow builder or a third-party sequencing tool like Mailchimp.

The Real Estate CRM tracks lead sources (referral, website, Zillow, Realtor.com, etc.) as a contact property. This transfers to Twenty as a custom select field (People.leadSource) on the People object. FlitStack pre-creates the field in Twenty's Data Model with the same pick-list values from The Real Estate CRM.

The Real Estate CRM file attachments on contacts, companies, and deals re-upload to Twenty's file storage and link to the relevant record via the relation system. File size limits and format compatibility are checked during extraction. Documents are re-hosted and linked to the People, Company, or Opportunity record they were attached to in The Real Estate CRM.

The Real Estate CRM tags on contacts (e.g., 'Investor', 'First-Time Buyer', 'Hot Lead') migrate as a multi-select custom field on People in Twenty. If the number of unique tags exceeds 20, FlitStack recommends converting tags to a standard select field or creating a separate Tag custom object with many-to-many relations to People.

The Real Estate CRM transaction records (commission splits, close dates, referral fees) have no standard equivalent in Twenty. FlitStack creates a Transaction custom object with fields for transactionDate, salePrice, commissionAmount, agentSplitPercent, referralFee, and OpportunityId — linked to the migrated Opportunity so deal context is preserved.

Any custom objects in The Real Estate CRM (e.g., Rentals, PropertyManagement, HOA) map 1:1 to Twenty custom objects. Custom object definitions, field types, and records transfer directly. FlitStack creates the corresponding object schema in Twenty's Data Model before importing the records. N:N relationships between custom objects in The Real Estate CRM map to junction objects in Twenty.