Migration

Keeping Your Relationship Intelligence When Leaving Affinity

6 min read

Affinity earns its price on one feature: it reads your team's email and calendar and tells you who knows whom, how warm the connection runs, and who last spoke to a contact. That relationship graph is the reason firms tolerate the rest of the product. So the honest question before any switch is direct. Do you lose it when you leave?

The honest answer has two parts. The calculated scores do not export. The signal underneath them does come back, because Attio reads the same inboxes and calendars. This page lays out what disappears, what returns, and the gap between the two so you can plan around it instead of finding out after cutover.

Give Affinity its due

Affinity built relationship intelligence well. It captures every email and meeting from connected accounts, scores connection strength, and ranks who at your firm has the warmest path to a target. For a deal team that lives on warm intros, that ranking saves real hours. Any firm evaluating a move should weigh this feature seriously rather than dismiss it. Dialed runs migrations every week, and we tell firms plainly when Affinity's network graph is the load-bearing reason they stay. If that one feature is your whole workflow, test the rebuild before you commit.

What does not export directly

Affinity's relationship strength scores are derived numbers. The product calculates them from email frequency, recency, and direction across your connected accounts. Derived numbers have no clean home in an export file, and copying a stale score into Attio would freeze a value that is supposed to update daily. So these items do not transfer as data:

  • The numeric relationship strength score on each contact.
  • The internal "who introduced whom" ranking Affinity computes.
  • Affinity's proprietary enrichment fields tied to its own data sources.

State that plainly to your partners now. If someone expects a column called "relationship strength: 87" to land in Attio, set the expectation that the score regenerates rather than copies.

What Attio rebuilds, and how

The signal that powers Affinity's scores is your own email and calendar history. You own that. When you connect the same Gmail or Outlook accounts and calendars to Attio, Attio reads the same messages and meetings and reconstructs the interaction history per person and per company. Your team keeps the answer to the question that matters: who here has talked to this founder, and how recently.

Affinity capabilityAttio equivalent after sync
Email and meeting capture from inboxesAttio email and calendar sync reads the same accounts
Interaction timeline per contactRebuilt from the source messages once sync runs
Connection strength signalRe-derived from email frequency and recency in Attio
Enriched company and person dataAttio enrichment plus your chosen data providers
Who-knows-who across the teamVisible through shared interaction history on records

Attio's enrichment fills in firmographic and contact data that Affinity used to supply, and you can layer additional providers where you need deeper coverage. The result is a network graph built from your real activity rather than a frozen snapshot. We walk through how the underlying notes and email logs come across on our notes and activity migration page.

The gap to plan for

There is a real gap, and pretending otherwise helps no one. On day one in Attio, the interaction history backfills as sync processes your inboxes, and the connection signal needs a short window of live activity before it reflects current warmth accurately. Affinity hands you a mature score the moment you log in because it has been reading your mail for months or years. Attio reaches the same place once it has read the same history, which for most firms means the graph is usable within the first sync cycle and sharpens from there.

Plan the cutover so sync runs before you turn Affinity off. We sequence migrations so the email and calendar connection is live and backfilling while your team still has Affinity open, which closes the gap to near zero. The objects we map alongside this, People, Companies, Lists and saved views, Notes, Opportunities, and Files, give the rebuilt graph the records it needs to attach to.

See what your firm saves switching to Attio →

FAQ

Does Affinity's relationship strength score transfer to Attio?
No. The score is a calculated number that Affinity regenerates from email and calendar data. It does not export as a field. Attio re-derives an equivalent signal once you connect the same accounts.
Will I lose the ability to see who at my firm knows a contact?
No. That answer comes from shared email and meeting history, which Attio reads from your connected inboxes and calendars and shows on each record.
How long until the network graph is useful in Attio?
For most firms it is usable within the first sync cycle as Attio backfills inbox history, and it sharpens as live activity accrues. We run sync before cutover to shrink the gap.
Is Affinity better than Attio for relationship intelligence?
Affinity ships a mature score on day one because it has read your mail for a long time. Attio reaches a comparable view once it reads the same history. If that single feature is your entire workflow, test the rebuild first.
Can I keep my enrichment data after switching?
Attio provides its own enrichment for firmographic and contact data, and you can add external providers. Affinity's proprietary enrichment fields do not copy over directly.