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Migrate data from another CRM

Learn how to migrate your data from other CRMs.

Table of Contents

Import companies, people, deals, custom objects, notes, and tasks to Attio from your previous CRM using Import2, a migration service that is free for Attio users.

The list of supported CRMs is shared below. If you're migrating from a different CRM or another source, you can import your data via CSV or use Attio's API instead.

Import2 supported CRMs

You can use Import2 to migrate your data into Attio from the following platforms on any paid Attio plan:

  • Act!

  • ActiveCampaign

  • Affinity (see more information below)

  • Agile CRM

  • Attio (from one workspace to another, see more information below)

  • Capsule CRM

  • Close

  • Constant Contact

  • ConvertKit

  • Coperniq

  • Copper

  • Firmao

  • Folk

  • FowCRM

  • Freshsales

  • GoHighLevel

  • Highrise

  • HubSpot CRM

  • Insightly

  • Keap

  • Klaviyo

  • Less Annoying CRM

  • MailChimp

  • MS Dynamics

  • Nimble

  • Nutshell

  • OnePage CRM

  • Parma

  • Pipedrive

  • Pipeline CRM

  • Redtail CRM

  • Salesforce (see more information below)

  • Streak

  • SugarCRM

  • SuiteCRM

  • Wealthbox

  • Zendesk Sell

  • Zoho CRM

Source-specific guidance

Before proceeding to the general guidelines below, review these limitations for migrating from certain source CRMs.

Migrating from Salesforce

Import2 supports migrating Contacts, Accounts, Leads, and Opportunities from Salesforce to Attio. It is not currently possible to migrate Cases.

Migrating from Affinity

Consider these factors when migrating from Affinity:

  • API limits: Check the API limit associated with your Affinity plan and the number of records you need to migrate. You should be able to migrate a record count equal to about 40% of your monthly API allotment in a single calendar month.

  • Smart Fields: Exclude Affinity's Smart Fields from your migration. Attio has equivalent communication intelligence attributes that populate automatically from email and calendar sync. If you migrate data into Attio's enriched attributes, Attio will not enrich or update those attributes in the future.

Note: If you would like to set a default stage for a status attribute, contact Import2 at [email protected], and they can set this up for you.

If you would like to clean up unneeded records or attributes before migrating, or the above limitations will make the migration difficult for your needs, consider using Attio’s CSV importer to migrate your records and lists instead.

Attio’s CSV importer does not support importing notes. If you migrate records and lists via CSV, you can still use Import2 to migrate notes. To proceed with this option, contact Import2 at [email protected] and cc [email protected].

Migrating from Attio

Import2 can be used to migrate data from one Attio workspace to another Attio workspace. However, it is not currently possible to migrate Deals or lists. These can be migrated via Attio’s CSV importer instead. To bring emails and calendar events into the new workspace, you'll need to sync your Google or Microsoft account.

Prepare for migration

Before running any migration, complete these steps to ensure your data imports successfully.

Note: Objects such as Companies, People, or Deals can only be mapped from your former CRM to objects in Attio, not to lists. If you want to import them into lists, you will need to use the CSV importer instead of Import2.

Prepare for updating attributes

Import2 will create new records in Attio from the records in your previous CRM, but it will not update attribute values on any records that have already been created in Attio.

To migrate attribute values for all records from your previous CRM, first delete all existing records in Attio, including those created by mailbox sync. Follow these steps to disable mailbox sync, delete records, and then re-enable the sync after migration:

  1. Each member of your workspace who has synced a mailbox should remove it by following these steps.

  2. Delete all person and company records from Attio. Admins can do this in bulk from the Companies and People pages. To do this, navigate to Companies or People in the sidebar, clear all filters, check the first checkbox next to Company or Person, then go to More and Delete records.

3. Resync emails and calendar events after performing the migration.

Enable objects

Enable any non-default standard objects in Attio (Deals, Workspaces, Users) that you want to migrate prior to running the migration. For example, to migrate opportunities, you should first enable the Deals standard object. Custom objects and attributes do not need to be created beforehand. They can be created automatically during migration.

Check formatting

To successfully migrate your data, ensure all values are formatted correctly for Attio's attributes. Some CRMs do not validate data, which can result in typos or invalid formatting. Attio requires valid formatting for successful imports.

  • Phone numbers: Include the country code in the format +[country code][subscriber number including area code]. Attio validates country and area codes, so incorrect numbers will cause errors. Hyphens are optional.

  • Email addresses: Each entry must follow a valid email format: [local part]@[domain]. Ensure that only email addresses are entered in this field.

  • Domains: Attio verifies that all domain values are valid. Acceptable formats include attio.com and www.attio.com. Invalid formats like https.www.attio.com will cause errors. Attio stores only the root domain, not full URLs or specific webpage paths.

You can also reference formatting for other attribute types in our API documentation.

Begin migration

Only workspace admins can perform migrations. To begin the migration:

  • Click your workspace name at the top of the left-hand sidebar.

  • Choose Workspace settings from the dropdown.

  • Click Migrate CRM in the left-hand sidebar.

  • Find the CRM you are migrating from, and click Migrate.

Note: You will not be charged for any data migration initiated from the Migrate button in Attio using Import2.

After clicking Migrate, you will be redirected to Import2 to complete the migration. Complete these steps:

  1. Create an Import2 account by providing your email address and creating a password, or log in if you already have an account with Import2.

  2. Finish connecting your source and destination accounts.

  3. Optional: Under Configuration, refine which data migrates and how it maps:

    • Objects: Select which types of data you want to migrate.

    • Field mappings: Review automatically mapped fields and add mappings for additional fields.

    • Filters: Exclude any data you don't want to migrate.

    • Automations: Enable or disable migration of pipelines, custom objects, lists, and custom fields. Options shown will depend on your source CRM.

  4. Perform a sample migration. A sample migration imports a small subset of your data and creates attributes in your workspace. Non-system attributes from your former CRM will be created in Attio.

  5. Open your Attio workspace and verify the sample migration succeeded. Review any new attributes in object settings and update or archive as needed.

  6. Optional: Modify object or attribute mappings in Import2 before the full migration.

  7. Perform the full migration. If prompted to Request full migration, click the button and refresh your page. You should then see a button to start the full migration.

For a full walkthrough of the data migration process, see Import2's guide.

Note: If you encounter any errors during the migration process, please reach out to [email protected] with Attio's Support team on cc at [email protected], and share your migration ID along with a screenshot of the error.

Frequently asked questions