We move revenue teams from their legacy CRM onto Attio. Pick the tool you're leaving below to see what carries over cleanly, what gets rebuilt, what we can't bring with us, and how long it usually takes.
Source CRM
From
For VC firms and relationship-driven teams. Custom Deal objects, multi-fund modeling, LP data, deduplication, cutover.
Affinity to Attio migration
From
For revenue teams moving from all-in-one to a programmable AI-native CRM. Pipeline, contacts, lifecycle, workflows.
HubSpot to Attio migration
From
For sales teams outgrowing simple pipeline tools. Deals, activities, custom fields, automations.
Pipedrive to Attio migration
From
For teams using Sheets as their CRM. One object per tab; schema design before import; enrichment along the way.
Google Sheets to Attio migration
From
Salesforce, Copper, folk, Freshsales, Zoho, or something else. The mechanics underneath are the same. Tell us what you're leaving and we'll scope it.
Talk to us
The shared playbook
Every source CRM has its own mapping and gotchas. The mechanics underneath are the same: a kickoff that decides the data model, imports keyed on the source CRM's record IDs so completeness is deterministic, a short blackout window for cutover, deduplication and merge after the final import is verified complete.
Working session to agree on the data model and confirm scope. The engineering team walks every attribute in the source workspace and decides what stays, what gets renamed, what gets retired. This is the engineering work that opens the project, not a separate deliverable.
Configure the Attio workspace around the agreed schema. Run the first import dry run keyed on the source CRM's legacy IDs so completeness checks are deterministic across multiple passes.
We configure lists, views, and day-one integrations, then the team connects inboxes so interaction history can backfill. We set the inbox auto-create policy before connection so new records are created intentionally.
Short blackout window. Final export from the source CRM. Upsert delta against legacy IDs. Validation across record counts, per-field population, and value-level spot comparison.
Run the deduplication pass through Attio's Duplicate Detection app, team review, bulk merge through tooling. Legacy IDs removed after merge.
Deeper integrations, advanced reporting, API rewrites for non-critical scripts. Most teams run Attio for a few weeks before scoping this.
Why it works
The mechanics stay consistent across source CRMs. These principles keep cutover short without weakening verification.
We key imports on the source CRM's record IDs, not on email or domain. That lets us run multiple passes without creating duplicates and makes completeness checks deterministic rather than statistical. A basic CSV import cannot provide that level of control.
Merging records removes the legacy IDs we use to verify completeness. If we merge early, we lose our upsert keys, so we import everything, confirm coverage, and then run deduplication and merge once.
No fabricated SLAs, no invented pricing. Timeline ranges come from our actual track record. Cost is scoped per workspace once we understand the data.
The questions teams ask most often at the start of a migration conversation, before they have picked a source CRM page to read in detail.
Affinity, HubSpot, Pipedrive, Google Sheets, Salesforce, Copper, folk, Freshsales, and others. The mechanics underneath are the same regardless of source. Pick your source CRM above to read what carries over cleanly, what gets rebuilt, and what does not transfer at all.
Most straightforward engagements run 1 to 3 weeks from kickoff to go-live. Multi-fund VC workspaces, deep schema redesign, or email and meeting history work extend that. We give you a dated timeline at the start of the project, before any data moves.
Yes. Renewal cliffs are one of the most common reasons teams reach out. Once the project kicks off we work to a dated plan that you can take into renewal conversations. The Affinity contract cliff guide covers the tradeoffs of a parallel-run vs zero-overlap cutover and what to ask the source vendor for in your last 60 days.
Active users' interaction history rebuilds via Attio's native inbox and calendar sync once they connect their accounts, typically within an hour or two. Departed-user mailboxes that have been deprovisioned will not backfill. We bring metadata into a custom Interaction object via the source API where it matters, and we plan access for departed-user records while the source subscription is still live.
Yes. As part of scoping we go through every integration connected to the source CRM and decide what gets rebuilt, replaced, or retired. The day-one integrations land during configuration. Deeper integrations (warehouse sync, custom enrichment, AI workflows) typically belong in phase two so the Attio workspace is stable before the bespoke work starts.
Technically you can. Attio supports CSV import and API endpoints. The risk is not the data move itself; it is the data-model decisions you cannot easily undo, the deduplication logic during cutover, file attachment handling, blackout-window orchestration, and the integrations the new Attio workspace needs running on day one. We use custom tooling for the data move that handles the field mapping, staged upserts, and verification at scale.
Book a 30-minute discovery call. We will walk through your current CRM, the renewal timing, and what a defended migration plan looks like for your team.