API Questions RE Migrating to Twenty
Hi, everybody. I am migrating away from Pipedrive to 20, but using CSV imports is not a solution for multiple reasons. Thus I want to use the API and spent the last days building my flows in n8n. So far, I got accounts, contacts and opportunities covered. Now I want to migrate the activities over too and am scratching my head regarding emails.
My questions:
1) From another post I understand that timelineActivities are not ideal for this and designed for things happening in 20, right?
2) I should rather use tasks and taskTargets, but I need to create the task first and then connect with with the other entities via taskTarget, correct?
3) I am encountering "positions" a lot. What exactly are they for and what does it do, if I assign a task (or other entities) a position?
4) I'm a little confused about notes. They are a separate entity and can be linked to accounts, deals, contacts and opportunities. But then I also see that tasks have notes, yet tasks are not a noteTarget. How does that work? Or is "note" just an unlucky name for the task body (which I am currently assuming)?
5) How do I assign old assign tasks of former employees if I don't have a user ID for them in twenty (I can only use UUIDs, not actual names)? Or users that I did not yet invite to 20 (don't want to risk people messing things up during the migration)?
6) How do I migrate emails??? If I connect my Outlook account, they are synced - got it. But what about the emails in Pipedrive, e.g. from former employees? How should I be migrating those? Does it make the most sense to use notes or tasks?
7) Also: What happens if I send an email to a contact with my colleague in CC - is the email logged twice in the 20 timline?
8) What happens to activities and logged emails, when a user leaves the company and the user is deleted? Should he even be deleted? Other CRMs permit deactivated users, so their data is not lost.
6 Replies
Hey @BigKahuna , hope you're doing great !
Just a quick message to say we've seen your message, as we're starting a new quarter we're all quite focus on organizing it right now !
Will give you an answer tomorrow Paris TZ and dispatch the question to other core team member
See you soon !
I guess most of it is just documentation anyway 🙂. BTW: https://twenty.com/developers/rest-api/core#/ ist 404.
API playground has been moved in app directly
Hey @Etienne could please have a look to 1/ and some of the other question when you have some free time 🙏
3/ Position is the the table view ordering
5) How do I assign old assign tasks of former employees ifI would create a bridge field that contains the about to be imported workspace member id
6) How do I migrate emails??? If I connect myI don't know how emails are stored within pipedrive, I wouold tend to use the API directly
7)@Guillaume do you have any further information please ?
8) What happens to activities and logged emails,Unless I'm mistaken the data get related to a
DeletedWorkspaceMember that contains few information about previously existing userFor emails from former employees that are kept in your current CRM, you will have to export them and re-import them in twenty using the twenty API. I don't see other ways to be honest.
Ping @Félix (about email from former employees)
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OK. That's unfortunate.