Migrate data from another CRM
Learn how to migrate your data from other CRMs.
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:
Migrate your data
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:
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:
For a full walkthrough of the data migration process, see Import2's guide.
You will not be charged for any data migration initiated from the Migrate button in Attio using Import2.