Migrate from Teamwork CRM to Kommo

MIGRATION OVERVIEW

Why teams migrate from Teamwork CRM to Kommo

The core problem

Migrating from Teamwork CRM to Kommo requires a structural data-model translation, as no native import path exists between the two platforms. The core architectural challenge is that Teamwork CRM separates deal records into two distinct entity types—Leads (pre-qualification) and Opportunities (post-qualification)—each with independent pipelines, while Kommo consolidates everything into a single Lead entity that progresses through pipeline stages. This fundamental mismatch means both Teamwork Leads and Opportunities must be mapped to Kommo Leads at different pipeline stage positions, requiring a deliberate pipeline merge or split decision before any data is moved. Extraction must be performed via Teamwork CRM's REST API or CSV export, followed by a custom transformation layer, with final loading into Kommo via CSV import or the Kommo v4 REST API—activity history in particular requires API-based loading and cannot be transferred via CSV.

Why this matters for your migration

KEY CHALLENGES

What makes this migration complex

These are the architectural mismatches and technical hurdles specific to a Teamwork CRM to Kommo migration.

Most Critical

Dual Pipeline Collapse

Teamwork CRM's separate Lead and Opportunity pipelines with independent stages must be collapsed into Kommo's single Lead entity and pipeline structure, requiring teams to either merge all stages sequentially or maintain two parallel Kommo pipelines with duplicated automation rules.

Blocks all downstream imports if mapped wrong

Critical Lead Naming Conflict

The term 'Lead' refers to a pre-qualification deal object in Teamwork CRM but maps to the primary deal record in Kommo, meaning both Teamwork CRM Leads and Opportunities must be explicitly mapped to Kommo Leads or half the deal history will be lost.

Activity History Requires API

Completed and open activities—calls, emails, meetings, and notes—logged against Teamwork CRM deals cannot be transferred via Kommo's CSV import and must be individually loaded through the Kommo v4 REST API as Notes or Tasks.

Custom Field Type Matching

Each Teamwork CRM custom field type must be manually matched to a compatible Kommo custom field type and mapped by integer ID rather than field name, requiring a complete field definition inventory from both systems before transformation begins.

Active Lead Plan Cap Enforcement

Kommo enforces hard limits on active leads per user by plan tier—2,500 on Base, 5,000 on Advanced, and 10,000 on Enterprise—meaning large Teamwork CRM databases must be audited against these caps before data loading begins to avoid hitting plan limits mid-migration.

Contact Deduplication on Dirty Data

Kommo's deduplication logic matches contacts by email then phone during both CSV import and API loading, and when multiple matches exist it links the first returned record, making pre-migration data normalization mandatory to prevent incorrect contact associations.

COMPLETE COVERAGE

Intelligent Human-Verified Data Mapping

Our migration engineer precisely maps every data point from Teamwork CRM to Kommo, ensuring perfect continuity for your customer support operations.

Contacts

Companies

Deals

Leads

Deal Pipelines

Pipelines

Deal Stages

Pipeline Statuses

Activities

Events (Notes)

Notes

Tasks

Products

Catalogs (Lists)

Deal Products

Catalog Elements

Every migration risk, already solved

Migration between platforms is full of edge cases. Our engineers have identified every risk from Teamwork CRM to Kommo and built proven solutions for each one.

High complexity

Opportunities (as Kommo Leads)

Teamwork CRM Opportunities are a distinct entity type that must be explicitly re-mapped to Kommo Leads at later pipeline stages; omitting this mapping silently drops all post-qualification deal history.

Solved
Leads (as Kommo Leads)

The naming collision between Teamwork CRM Leads and Kommo Leads creates a high risk of incomplete mapping if only one deal type is migrated, requiring both entity types to be routed into Kommo Leads at different stage positions.

Solved
Pipeline Stages

All Teamwork CRM lead and opportunity pipeline stages must be recreated in Kommo and mapped to exact numeric status IDs, and any unmapped stage results in deals being misrouted or dropped during load.

Solved
Activity History

Activity records cannot be imported via CSV and require API-based loading as Kommo Notes or Tasks, making this the most technically complex and commonly failed component of any Teamwork CRM to Kommo migration.

Solved

Custom engineering

Custom Fields

Custom field migration requires building an explicit mapping dictionary from Teamwork CRM field IDs to Kommo integer field IDs with compatible type matching, and any type mismatch will cause data rejection or silent truncation on load.

Handled
Contacts

Kommo deduplicates contacts by email then phone during import, and dirty or duplicate contact records in Teamwork CRM can cause incorrect entity linking that is difficult to reverse after load.

Handled
Products / Catalogs

Teamwork CRM products map to Kommo Catalogs, but Kommo allows only one product list per account and multi-currency product setups typically require structural redesign before data can be loaded.

Handled
Files and Attachments

Attachments are extracted last in the recommended order and are not supported by CSV import, requiring API-based transfer and a reliable mapping of source record IDs to avoid orphaned files during load.

Handled

Clean transfer

Companies

Company records have a near 1:1 mapping between the two platforms as organizational containers, though the Kommo constraint of one company per contact must be validated before loading to avoid relationship truncation.

Clean
Tags

Tags support direct mapping as both platforms implement free-form tags on deals and contacts, representing one of the lowest-risk entity transfers in this migration.

Clean

What Our Customers Say

Real migration stories

Direct Review

“Fantastic at both guiding us through the process and helping us fix things as they come up and dial them in.”

Reviewed on G2

“The ease of the process and that ClonePartner was informing me what was going on at every step. If you're on the fence, do it. ClonePartner are great!”

Direct Review

“They were SO helpful. We had a few hiccups because our migration was in the middle of the process, but they were really flexible and did multiple delta migrations for us. We were able to map a lot of our old ticket data so it's usable for comparisons in the future.”

Direct Review

“Overall a great experience. We had to go back a few times to get everything just right, which was totally expected. The transition was smooth, and there was no data loss.”

Direct Review

“One of the easiest migrations I've ever been through. The team took care of everything — all our data, customer interactions and macros. The process was clear, straightforward and we felt supported all the way. An absolutely seamless experience for our support team and our customers.”

See all customer stories →

CUSTOM MIGRATION

Fully customizable engineer-led migration

Tailor your migration from Teamwork CRM to Kommo exactly to your needs with our flexible customization options. Our experts will configure the perfect migration plan for your business.

Migration Filters

Data Types

ZERO DOWNTIME

Your timeline. Our engineers.

A dedicated engineer runs your migration, planned around your schedule and your data.

No babysitting a wizard. Avoid debugging errors yourself.

Looking for a more detailed migration timeline?

Contact our team

Speed

The migration timeline depends on both our turnaround time and yours.

We can complete a migration in under a day when the accounts are connected and the sample migration is approved promptly.

Background Sync

We also support migrating the newest records first, so you can go live faster while the rest of the data is synced in the background.

Data Volume Impact

Larger data volumes may require longer migration windows.

Continuous Operation

Weekend migrations minimize disruption to your customer service operations.

MIGRATION TIMELINE

Your Teamwork CRM to Kommo migration, step by step

See how long your migration will take from start to finish. Drag the slider to estimate based on your data volume.

How many records are you migrating?

<10K 50K 100K 250K 500K 1M 2M 5M 10M+

Checklist ~3 days

Sample 1 day

Review ~2 days

Full 2 days

Delta 1 day

Your team ClonePartner

Estimated total

~9 business days

Migration Checklist

1 day · ClonePartner ~2 days · Your team

We prepare the optimal data mapping as a shareable spreadsheet. Your team reviews, approves, and adds any customizations.

Sample Migration

1 day · ClonePartner

We run a test migration with a representative sample of your data to verify mapping accuracy and identify any potential issues before the full run.

Review & Approve

~2 days · Your team

Your team reviews the sample migration results, confirms data accuracy and mapping, and gives the go-ahead for the full migration.

Full Migration

2 days · ClonePartner

We execute the complete migration of all your data to your new Kommo, with real-time progress tracking and comprehensive logging.

Delta Migration

1 day · ClonePartner

We capture and transfer any new data that was added or updated during the main migration to ensure no data is lost. This final sync keeps everything current.

Pros and cons of different migration options

Choosing the right approach is key because migrating from Teamwork CRM to Kommo isn't just about moving data – it's about protecting your client relationships and pipeline.

Feature / Criteria	ClonePartner	Automated Tools	CSV Import	In-house migration
Custom Scripting for complex data	✓ Engineers build & maintain	✗ No	⚠ Manual	✓ Yes – but costly
Sandbox & Pilot Migrations	✓ Full sandbox + pilot plans	⚠ Limited	✗ No	⚠ Often Informal
Manual validation & reconciliation	✓ Automated + manual QA	✗ No	✓ Yes (Manual)	✓ Heavy manual effort
Backup & rollback plan	✓ Robust procedures	✗ No	✗ No	⚠ Often incomplete
Handles automation and integrations	✓ Full support	⚠ Partial	✗ No	⚠ Possible but fragmented
Post-migration engineer support	✓ Dedicated engineers	✗ No	✗ No	⚠ Limited pipeline support
Adaptable to API changes	✓ Proactive adaptation	✗ No	⚠ Manual fixes	⚠ Slower response
Turnaround / pipeline predictability	✓ Predictable pipelines	⚠ Fast but brittle	⚠ Slow and manual	⚠ Often slower
Data Security & Compliance	✓ High – enterprise grade	⚠ Medium (depends)	⚠ Low (manual)	⚠ Hidden gaps common
Pricing predictability	✓ Transparent & fixed	⚠ Low (per-job)	⚠ Low (manual hours)	⚠ High/variable OPEX
End-to-end project management	✓ Full E2E delivery & PM	✗ No	✗ No	⚠ Often partial
Business impact & opportunity cost	✓ No diversion of staff	✗ No	✗ No	⚠ Diverts engineering

What does an Engineer-led migration mean anyway?

Speed & Accuracy: Our Blended Method

We blend automation (smart scripts, bulk APIs) with human expertise for speed without risk. Our engineers manually check every mapping, validation, and exception.

You get:

Speed of automation for bulk record migration
Precision of engineers verifying integrity and business logic
Pilot migrations and sandbox testing to catch issues early
Real-time validation reports and rollback readiness

Result: 50x faster migrations than manual imports — with near-zero error rates.

Handling the Tricky Tech and API Details

The Teamwork CRM and Kommo APIs each behave differently, which is where our engineers shine. We build custom logic to handle the data quirks where generic tools typically break.

We handcraft API logic for:

Field mapping and transformation
Pagination, rate-limit handling, and throttling
Preserving activity history, attachments, and email threads
Syncing custom fields, pipelines, and stages without breaking structure

Our scripts: Natively retry failed calls, re-queue large attachments, and ensure data parity.

No Guesswork

We don't just promise smooth migrations—we measure and prove them. Every client receives a Migration Validation Report with all metrics.

Typical results across projects:

100% record-count parity between your Teamwork CRM data and Kommo
Zero downtime during staged cutovers
99.9% attachment integrity (verified via checksum)
Full automation and preservation of all business rules

Our standard: Includes full pipeline and workflow preservation and 48 hours of engineer-assigned support post go-live.

We Adapt to Your Setup (Not the Other Way Around)

No two teams configure Teamwork CRM or Kommo exactly the same way—with unique pipelines and data. We customize every migration script to fit your exact workflow, pipelines, and stages.

Our engineers adapt for:

Custom fields, pipelines, and workflows
Multi-brand or multi-language setups
Historical imports and partial (date-based) migrations
Integration re-mapping for marketing, telephony, or billing tools

The promise: If your data doesn't fit a standard template, we build one just for you.

Enterprise-Grade Security & Compliance

Your customer data is precious. Our migration process maintains the highest standards of security and regulatory compliance.

SOC 2 Type II

Independently audited compliance with rigorous security standards

ISO 27001

Certified information security management system

GDPR

Full compliance with EU data protection regulations

HIPAA

Certified for handling protected health information

AES-256 Encryption

Bank-grade encryption for all stored credentials

Latest TLS

Secure transfer protocol for all data in transit

Role-Based Access

We follow role-based access control for every migration project

Scheduled Deletion

Automatic data purging after migration completion

FAQ

Frequently Asked Questions

Everything you need to know about migrating from Teamwork CRM to Kommo. Can't find what you're looking for? Talk to our team.

Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

How long does the Teamwork CRM to Kommo migration take?

Most migrations complete within 1–5 business days, depending on data volume and complexity. We provide a detailed timeline after the initial assessment and can often complete small migrations in under 24 hours.

Will my team lose access to Teamwork CRM during the migration?

No. Your source system remains fully operational throughout the entire migration. We run the migration in the background with zero downtime to your current operations.

Will there be downtime when migrating from Teamwork CRM to Kommo?

No. Our migration process is designed for zero downtime. We use a staged approach with background sync and a fast cutover, ensuring no disruption to your live business operations.

How do I validate that everything migrated correctly?

Every client receives a Migration Validation Report with comprehensive metrics including record-count parity, attachment integrity verification via checksum, and full audit logs. We also offer unlimited sample migrations so you can verify before committing.

Do I need professional help for this migration?

While simple migrations can sometimes be handled in-house, professional help ensures zero data loss, proper field mapping, and preservation of relationships between records. Our engineer-led approach catches edge cases that automated tools miss.

Does ClonePartner provide guidance before committing?

Yes. We provide a free consultation and assessment. We'll review your data structure, discuss your requirements, and provide a detailed migration plan and fixed-price quote before you commit to anything.

Still have questions?

Book a free 30-minute consultation with our migration engineers. We'll walk you through the exact approach for your Teamwork CRM→Kommo migration.

Contact our team

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Kommo Migration?

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Attention to Detail

We meticulously handle every aspect of your migration, ensuring no data is lost during transfer and mapping every field correctly between platforms.

Custom Solutions

Every business is unique. We tailor your migration strategy to match your specific requirements, workflows, and data structures.

Security & Compliance

Your customer data is handled with enterprise-grade security protocols, ensuring compliance with GDPR, HIPAA, and industry standards.

Migrate from Teamwork CRM to Kommo with precision & ease

Why teams migrate from Teamwork CRM to Kommo