CRM migration
Field-level mapping, validation, and rollback between Vaulta and Twenty CRM. We move data and schema; workflows are rebuilt natively in Twenty CRM.
Vaulta
Source
Twenty CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Vaulta and Twenty CRM.
Complexity
CModerate
Timeline
48–72 hours
Overview
Vaulta is a Veeva-backed CRM platform widely used in life sciences for managing products, studies, accounts, and contacts alongside document management. Twenty CRM is an open-source Salesforce alternative built on TypeScript, React, and PostgreSQL with a clean interface and a data model centered on People, Companies, Opportunities, Notes, Tasks, and custom objects. The migration carries every standard and custom object from Vaulta into Twenty's equivalent structures. The core challenge is translating Vaulta's Vault Object model (custom objects with complex N:N relationships) into Twenty's custom objects and junction tables, preserving relationship chains where Vaulta supports multi-company contacts and cross-object linking. We export Vaulta data via its REST API, transform field values and pick-lists, and load through Twenty's REST API or CSV import. Workflows, automations, document attachments, and sharing rules are outside scope and must be rebuilt or re-uploaded post-migration. We run a sample migration first with field-level diff before committing the full run, and we capture a 24–48h delta window to pick up in-flight changes during cutover. All operations are logged with one-click rollback if reconciliation fails.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Vaulta object lands in Twenty CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Vaulta
Contact
Twenty CRM
People
1:1Vaulta Contact records map directly to Twenty People. The primary account association migrates as the companyId relation. Custom fields on the Contact record (lifecycle_state, security_classification) become Twenty custom fields. Owner assignment maps to Twenty's Assignee relation by email match against Twenty Workspace Members.
Vaulta
Account
Twenty CRM
Company
1:1Vaulta Account maps 1:1 to Twenty Company. Industry pick-list values transform to Twenty's industry pick-list using a value-by-value map; unsupported values fall back to a generic custom field. Parent-account hierarchies in Vaulta map to Twenty's self-referential companyId relation. Accounts must migrate before People so foreign-key resolution works correctly.
Vaulta
Product
Twenty CRM
Custom Object (Product)
1:1Vaulta Product records migrate as a Twenty custom object named Products. Fields including product name, product code, family, and status map directly to matching Twenty custom fields. Active/inactive product status translates to a Twenty select field. Products must exist before any Opportunity or Study record that references them.
Vaulta
Study / Trial
Twenty CRM
Custom Object (Study)
1:1Vaulta Study records migrate as a Twenty custom object named Studies. Study name, protocol number, phase, and status map to their Twenty equivalents. Vaulta's study-contact associations (participants) map as a relation to the People object. Phase and status pick-list values require a value-mapping step before import.
Vaulta
Opportunity
Twenty CRM
Opportunity
1:1Vaulta Opportunity maps to Twenty Opportunity with deal name, amount, and close date migrating directly. Stage name values transform via a value map because Twenty uses a different stage naming convention. Probability maps as a numeric field — when Vaulta probability is blank, Twenty defaults to 50%. The opportunity-account link uses the accountId relation already resolved during the Accounts migration step.
Vaulta
Engagement (Call, Email, Meeting)
Twenty CRM
Task / Event
1:1Vaulta call and email engagement records become Twenty Tasks with Type set to 'Call' or 'Email'. Meeting records become Twenty Events with the original start and end timestamps preserved. All engagement records retain the original created date, the owning user's email for assignee resolution, and the parent record's ID for relationship linkage.
Vaulta
Note
Twenty CRM
Note
1:1Vaulta Note records map to Twenty Note objects. The note body and title migrate directly. Rich-text formatting in Vaulta notes is preserved where Twenty's note body supports HTML. Notes linked to People, Companies, or Opportunities retain their parent-record relation in Twenty via the twentycrmNoteTargetObject and targetObjectId fields.
Vaulta
Vault Object (custom)
Twenty CRM
Custom Object
1:1Vaulta's custom Vault Objects map 1:1 to Twenty custom objects. The custom object name, all custom fields, and field types (text, number, select, date, relation) migrate directly. N:N Vault Object relationships require a custom junction object in Twenty — we map these as a custom relation object and flag them for manual review before the full run.
Vaulta
Document attachment
Twenty CRM
File (re-upload required)
1:1Vaulta document attachments are stored in Vault's blob storage and are not included in CSV exports or standard API responses. Files must be re-uploaded manually, re-hosted via Twenty's file API, or handled as a separate post-migration step. We provide a manifest of all attachment references so nothing is missed.
Vaulta
Security profile / vault access
Twenty CRM
Role and workspace permissions
1:1Vaulta's vault-level and field-level security profiles govern access at a granular level that Twenty's role-based permissions cannot replicate directly. We preserve the security classification as a custom field on each record. Workspace-level roles and field permissions are recreated in Twenty's Settings → Roles section — your admin reviews and assigns them post-migration.
| Vaulta | Twenty CRM | Compatibility | |
|---|---|---|---|
| Contact | People1:1 | Fully supported | |
| Account | Company1:1 | Fully supported | |
| Product | Custom Object (Product)1:1 | Fully supported | |
| Study / Trial | Custom Object (Study)1:1 | Fully supported | |
| Opportunity | Opportunity1:1 | Fully supported | |
| Engagement (Call, Email, Meeting) | Task / Event1:1 | Fully supported | |
| Note | Note1:1 | Fully supported | |
| Vault Object (custom) | Custom Object1:1 | Fully supported | |
| Document attachment | File (re-upload required)1:1 | Fully supported | |
| Security profile / vault access | Role and workspace permissions1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Vaulta gotchas
Token swap is voluntary with no forced deadline
Smart contracts must be rewritten for EVM
Off-chain dApp state is not included in the chain migration
Transaction history references deprecated EOS action types
Wallet key permissions map 1:1 but EVM address format differs
Twenty CRM gotchas
Import order is enforced and critical
Export limited to 20,000 records and visible columns only
Soft-deleted records count toward uniqueness and trigger restores
API rate limits cap at 200 req/min on Organization tier
No native email sequences — follow-up cadences require external tools
Pair-specific challenges
Migration approach
Audit Vaulta schema and define Twenty migration plan
FlitStack reviews your Vaulta workspace to inventory every standard object, Vault Object, custom field, and relationship chain. We document which Vault Objects carry N:N relationships, identify contacts with multiple account associations, and note any Vault Objects used as lookups on other objects. We then produce a migration plan that defines the object import order (Companies first, then People, then Opportunities, then custom objects last), flags Vaulta fields that become Twenty custom fields, and identifies all N:N relationships requiring junction objects. Data-cleanup recommendations are delivered at this stage.
Extract Vaulta data via REST API and prepare CSV files
We connect to Vaulta using your API credentials and export all target objects in the sequence defined by the migration plan. Relationships are resolved by matching foreign keys against the exported ID set. Multi-company contact associations are captured in a companion junction table. All pick-list values (stage names, industry values, lifecycle states) are extracted as distinct value sets for the value-mapping step. The output is a set of validated CSV files — one per object — with all field values normalized and ready for Twenty import.
Create Twenty custom fields and objects before data loads
Before data lands in Twenty, we create the custom pick-list fields, select fields, and custom objects needed to receive Vaulta data: Lifecycle_State__c, Security_Classification__c, Source_System_ID__c, Original_Create_Date__c on People; Phase__c and Product_Code__c on custom objects; and any junction objects for N:N Vault Object relationships. Workspace roles and permissions are reviewed at this stage so Twenty's access model is ready when records import. This step is executed in parallel with Vaulta data extraction.
Run sample migration and validate field-level mapping
A representative slice of records — typically 100–500 covering a cross-section of object types and a few Vault Object relationships — is migrated first. We generate a field-level diff comparing source Vaulta values against their Twenty equivalents so you can verify lifecycle state mapping, security classification preservation, and junction-object integrity. Owner resolution is validated against your Twenty Workspace Member list. Sample results are shared for your sign-off before the full run commits.
Execute full migration with delta-pickup and rollback readiness
The full migration loads all objects into Twenty following the import sequence. A delta-pickup window (24–48 hours) runs concurrently, capturing any records created or modified in Vaulta during the cutover. Owner reassignments are resolved against matched Twenty users. An audit log records every record written, updated, or skipped. If reconciliation fails, one-click rollback reverts the Twenty workspace to its pre-migration state. The post-migration report shows record counts per object, unmatched owners, and any records that failed validation with remediation steps.
Platform deep dives
Vaulta
Source
Strengths
Weaknesses
Twenty CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 2 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Vaulta and Twenty CRM.
Object compatibility
2 of 8 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Vaulta: Determined per node operator and per RPC endpoint; not a centrally enforced limit. Free public endpoints throttle aggressively; paid infrastructure providers expose higher limits..
Data volume sensitivity
Vaulta doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Vaulta to Twenty CRM migration scoping. Not seeing yours? Book a call.
Walk through your Vaulta to Twenty CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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