Migrate data from another CRM

Import companies, people, deals, custom objects, notes, and tasks to Attio from your former CRM with a migration service that is free for you to use.

Supported CRMs

You can use the migration service to import your data into Attio from the following CRMs:

• Act!

• ActiveCampaign

• Affinity (excluding lists)

• Agile CRM

• Capsule CRM

• Close

• Copper

• Firmao

• FowCRM

• Highrise

• HubSpot CRM

• Insightly

• Keap

• Less Annoying CRM

• MS Dynamics

• Nimble

• Nutshell

• OnePage CRM

• Pipedrive

• PipelineDeals

• Redtail CRM

• Salesforce

• Streak

• SugarCRM

• SuiteCRM

• Wealthbox

• Zendesk Sell

• Zoho CRM

Migrate your data

First, contact [email protected] and request for the migration service to be enabled for your workspace.

Before you begin the migration, ensure you have enabled any non-default standard objects in Attio (Deals, Workspaces, Users) that you want to migrate. For example, to migrate opportunities, you should first enable the Deals standard object. Custom objects and custom attributes do not have to be created prior to migrating as they can be created automatically for you within the migration process.

To begin the migration:

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

• Choose Workspace settings from the dropdown

• Click Migrate from another CRM in the left-hand sidebar

• Find the CRM you are migrating from and click Migrate

Once you click Migrate, you'll be redirected to Import2 where you will perform the data migration. The steps to complete the migration are as follows:

1. Perform a sample migration

2. Navigate to your Attio workspace and verify that the sample migration was successful

3. Optionally, modify any object or attribute mappings as needed

4. Perform the full migration

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