mirror of
https://github.com/twentyhq/twenty
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183d034716
Reorganizing by Feature sections
Capabilities folders to give an overview of each feature
How-Tos folders to give guidance for advanced customizations
Reorganized the Developers section as well, moving the API sub section
there
added some new visuals and videos to illustrate the How-Tos articles
checked the typos, the links and added a section at the end of the
doc.json file to redirect existing links to the new ones (SEO purpose +
continuity of the user experience)
What I have not updated is the "l" folder that, per my understanding,
contains the translation of the User Guide - that I only edited in
English
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Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
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84 lines
3.9 KiB
Text
---
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title: Data Migration
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description: Import and export your CRM data via CSV files or API.
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image: /images/user-guide/import-export-data/cloud.png
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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<Frame>
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<img src="/images/user-guide/import-export-data/cloud.png" alt="Data Migration" />
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</Frame>
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## Import Methods
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Twenty supports two main methods for importing data:
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| Method | Best For | Volume Limit |
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|--------|----------|--------------|
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| **CSV Import** | Standard migrations, regular updates | 10,000 records per file |
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| **API Import** | Large-scale migrations, automation | Unlimited |
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<Note>For very large datasets (hundreds of thousands of records), use the API. Our [implementation partners](/user-guide/getting-started/capabilities/implementation-services) can help run these scripts if needed.</Note>
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## CSV Import Basics
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You can import data for any object using CSV, XLSX, or XLS files. Each file should contain **only one type of object** (e.g., only People records).
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<Note>**Fields must exist before import.** Uploading a CSV creates records but does not create fields. If you need custom fields, create them first under **Settings → Data Model**.</Note>
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### Steps
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1. Navigate to the object where you want to import data
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2. Click the **⋮** icon on the top right (this is the Command Menu) and click on **Import records**
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3. Download the template file to ensure your data is in the expected format
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4. Upload your formatted CSV file
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5. Map your columns to Twenty fields
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6. Review errors (highlighted in yellow) and fix them, directly editing in the UI
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7. Confirm the import
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### Importing relations between objects
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You can import relations between objects using the csv import function. You need to reference the related object using a unique field from this object: the `id`, the `email` for People and Workspace Members, the `domain` for companies, any other field set as unique in the data model for any other object.
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<Note>**Deleted records count toward uniqueness.** Soft-deleted records (visible under Command Menu → See deleted records) are included in uniqueness checks. If you import a record with the same unique value as a deleted record, the deleted record will be restored.</Note>
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<Warning>
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**Import Order Matters!**
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When importing related objects, upload files in this order:
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1. **Companies** first (the "one" side of relationships)
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2. **People** second (linked to companies via companyId)
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3. **Opportunities** third (linked to companies/people)
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4. **Custom objects** with relations last
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Why? The "one" side of a one-to-many relationship must exist before you can reference it. For example, the Company record must exist before you import a Person with that company's ID.
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</Warning>
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Please refer to [this article](/user-guide/data-migration/how-tos/import-relations-between-objects-via-csv) for a step-by-step guide on how to proceed.
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## Export Data
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Export your workspace data for backups, reporting, or migration.
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### Steps
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1. Navigate to the object you want to export
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2. Configure the view with the columns you need
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3. Click **⋮** → **Export view**
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4. Save the CSV file
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<Note>**Only visible columns are exported.** The CSV file will only contain the columns displayed in your current view. Add or hide columns before exporting to control what data is included.</Note>
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<Note>**Export limits**: Up to 20,000 records per export.</Note>
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## Permissions
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Data import and export require specific permissions:
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- **Import**: Requires "Import CSV" permission
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- **Export**: Requires "Export CSV" permission
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Contact your workspace admin if you don't have these permissions.
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## Next Steps
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- [Prepare your CSV files](/user-guide/data-migration/how-tos/prepare-your-csv-files)
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- [Import relations between objects](/user-guide/data-migration/how-tos/import-relations-between-objects-via-csv)
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- [Import via API for large datasets](/user-guide/data-migration/how-tos/import-data-via-api)
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