Migrate from Uptick to Twenty CRM

Uptick accounts map directly to Twenty Companies. The account name becomes the Company.displayName. Site address, phone, and primary contact fields transfer as standard Company fields. Multi-site accounts with separate locations become separate Company records linked via a parent-company field in Twenty if the hierarchy is meaningful.

Uptick contact records on an account map to Twenty Person records. The Person.companyId foreign key links to the migrated Company record. Email, phone, job title, and name fields transfer as standard Person fields. Uptick allows multiple contacts per account; each becomes a separate Person record with the same companyId.

Uptick Assets have no native equivalent in Twenty. We create a custom object Asset__c with fields for asset name, asset type, variant, status, location, and compliance due date. The asset's link to the Account migrates as a Company relation. Service history (past work orders) migrates as related Task records on the Asset__c custom object.

Uptick AssetType groups (e.g., all fire extinguishers share the same servicing standard) map to a custom pick-list field Type__c on the Asset__c custom object. Each unique AssetType name in Uptick becomes a pick-list value. Variant sub-types map to a separate Variant__c pick-list on the same object.

Work Orders are a core Uptick object with no direct Twenty equivalent. We create a WorkOrder__c custom object with fields for work order number, status (mapped to a custom Status__c pick-list), priority, scheduled date, assigned technician (Person relation), site/asset (Company and Asset__c relations), and completion notes. The status pick-list maps value-by-value from Uptick's work-order status set.

Uptick work-order line items (product, quantity, unit price, labour time) do not have a native One-to-Many equivalent in Twenty's custom-object model. We store line items as a JSON-serialized custom text field (LineItems__c) or as a separate custom LineItem__c object linked to WorkOrder__c, depending on reporting needs. Your team decides whether to normalize into a sub-object or use a serialized JSON array.

Uptick Products (materials, labour, equipment, subcontracted, expense) have no native Twenty equivalent. We create a Product__c custom object with fields for name, type (pick-list), supplier, cost price, estimated time in minutes, and default sell price. The unit-of-measure field (EACH, LEN, WEIGHT) maps to a custom UOM__c pick-list.

Uptick quotes linked to a work order map to a Twenty Opportunity record. The quote total amount becomes the Opportunity.amount. Quote line items map to a custom OpportunityItem__c junction or serialize into a custom field. The Opportunity is linked to the Company (account) and optionally to the Person (contact) who approved the quote. Quote status (Draft, Sent, Accepted, Rejected) maps to Opportunity stage values.

Uptick service activity logs (call summaries, email threads, site-visit notes attached to work orders) migrate as Twenty Task records with the original timestamp and assigned technician (Person) preserved. Call outcome and visit type map to custom pick-list fields on the Task. Meeting-type visits map to Twenty Event records with start/end time.

Uptick users and technicians map to Twenty WorkspaceMembers, which appear as Person records with a specific workspace role. Owner resolution uses email matching — each Uptick user email is matched against the email field on a Twenty Person record. Unmatched owners are flagged before migration so your team can create the Person record first.

Uptick file attachments on work orders, assets, or accounts re-upload to Twenty. Photos and documents attached to work orders link to the WorkOrder__c custom object. We preserve the original filename, upload timestamp, and uploader as custom fields. File size limits follow Twenty's storage configuration for self-hosted or cloud deployments.

Uptick custom fields on accounts, contacts, assets, and work orders map to custom fields on their Twenty counterparts (Company, Person, Asset__c, WorkOrder__c). Field type mapping: text→text, number→number, date→date, pick-list→select. Multi-select pick-lists in Uptick map to Twenty multi-select fields. Custom field names are preserved as display labels; API names are auto-generated to Twenty's naming convention.