Migrations
Affinity to Attio: migration reference
Object-by-object Affinity to Attio migration map for VC teams, covering lists, notes, email history, permissions, reporting, and files.
Guides.
We publish guides from the migrations and Attio engagements we run every week. Each piece focuses on a specific decision we see teams wrestle with, including leaving Affinity, modeling investor CRMs, navigating a contract cliff, and building a clean attribute review before any data moves.
Migrations
Step-by-step playbooks for moving files, records, and call history between systems without losing the audit trail.Field Notes
Short writeups from real engagements: what broke, what we tried, what worked. Less polished than guides, more useful than tweets.Field Notes
Leaving Affinity for Attio: VC Playbook
Plan an Affinity to Attio move for a VC firm. Compare buyer modes, migration triggers, renewal pressure, and cases where staying put still makes sense.
Field Notes
Leaving Affinity before your renewal hits
Affinity contract renewal coming up? Use the cliff math, overlap decision, and last-60-days asks to leave Affinity quickly before auto-renewal.
Need help moving faster?
We've migrated workspaces off Hubspot, Salesforce, and Pipedrive; cleaned hundreds of thousands of duplicate records; and wired dozens of integrations into Attio. If the guide you need isn't here yet, we've probably done the work.