Migrate from Wise Agent to Twenty CRM

Wise Agent Contact records map one-to-one to Twenty People records in a straightforward field transfer. Primary contact details—including email address, phone number, and full name—move directly as standard text fields without transformation. When a contact references a company in Wise Agent, the migration process preserves that relationship by resolving the company name to its corresponding companyId within Twenty's Companies object during import.

Wise Agent Company maps to Twenty Companies. The company name, domain, industry, and address fields transfer as direct text fields. Multiple contacts per company in Wise Agent resolve to a single Company record with multiple linked People records in Twenty.

Wise Agent Transactions migrate directly to Twenty Opportunities as a standard field mapping. The transaction name becomes the Opportunity name, deal amounts transfer without transformation, and transaction stage values get mapped to Twenty's Stage pick-list options. Each resulting Opportunity links back to its corresponding Company record and primary People contact through the resolved foreign key relationships.

Wise Agent transaction checklists export as individual task items with a linked transaction reference. These map to Twenty Tasks, each linked to the corresponding Opportunity via the relationId. The task name, due date, completion status, and assignee transfer; checklist step order is preserved in a custom sort field.

Wise Agent contact labels are multi-value tags per contact. Twenty's Tag system handles these as a native multi-select. If label count exceeds 20, we surface the distribution and recommend a custom select field with the full label vocabulary rather than relying on Tags alone.

Wise Agent notes attached to contacts, companies, or transactions migrate as Twenty Note records. Each Note links to the corresponding People or Companies record via the noteTargetId and noteTargetObject fields. Timestamp and author information transfer as custom fields if present.

Wise Agent task items (follow-up reminders, calendar-linked tasks) transfer as Twenty Tasks. Due date, task body, completion status, and linked record (People, Company, or Opportunity) preserve via the relationId and relationObject fields. Assignee resolves by email match against Twenty workspace members.

Wise Agent drip campaigns and email sequences have no direct equivalent in Twenty. We export campaign names, step order, delay intervals, and step content as a structured JSON reference document. Twenty's Workflows builder uses this as a rebuild blueprint; your admin recreates the logic manually post-migration.

Wise Agent text message logs linked to contacts transfer as Note records with a custom Message_Type__c field set to 'SMS'. The message body, timestamp, and direction (sent/received) are preserved. Rich media links in SMS logs are flagged for manual reattachment if the attachments were hosted in Wise Agent.

Wise Agent calendar events and appointments linked to contacts or transactions migrate as Twenty Tasks with a custom Is_Calendar_Event__c flag set to true. Event start/end times, title, and location transfer as custom datetime and text fields. All-day events and recurring events are flagged for admin review post-import.

Wise Agent leads and prospects are stored within the Contact object with a status field. These map to Twenty People records. The lead status value (New, Contacted, Qualified) transfers as a custom pick-list field on People since Twenty does not have a separate Lead object.

Wise Agent custom properties on contacts — such as lead source, preference fields, or custom date fields — require corresponding custom fields in Twenty. We create these in Settings > Data Model before import. Custom field type is preserved (text, number, date, select) based on Wise Agent's field metadata.

Wise Agent owner and team member records resolve by email match against Twenty workspace members. Unmatched owners are flagged before migration. You must invite all active Wise Agent users to Twenty before import so their email addresses are present for the match.

Wise Agent file attachments hosted on Wise Agent infrastructure do not transfer to Twenty's storage. We export attachment URLs and file names as a custom field (Original_Attachment_URL__c) on the linked record, and your team re-uploads the files to Twenty manually post-migration.