Affinity to Attio Migration: The Complete Guide (2026)
You run dealflow on Affinity, the bill keeps climbing, and you want to know what moving to Attio actually involves before you commit. This guide walks the whole path: why deal teams switch, exactly which records and fields carry over, how a migration runs from test to cutover, and the numbers that decide whether the move pays for itself. Dialed has run this migration for VC, private equity, and growth-equity firms, so the figures here come from real projects, not estimates.
Why firms move from Affinity to Attio
Three reasons come up on almost every call.
Cost. Affinity's Scale plan runs about $1,917/mo for a relationship-driven team. Attio Pro covers the same seats for roughly $690/mo. That gap is about $1,227 every month, near $14,720 a year, and it grows as you add seats. Annual billing trims another 20%, and Dialed adds 10% off your Attio plan on top.
Flexibility. Affinity ships a fixed dealflow model. Attio lets you build your own objects, attributes, and lists, so a fund tracking LPs, portfolio companies, and a deal pipeline in one workspace can shape the data model around how the firm works rather than bending the firm to the tool.
Integration-first design. Attio exposes a real API, webhooks, and native automations. Teams that want their CRM wired into Slack, a data warehouse, or an internal portal find Attio easier to extend than Affinity.
Affinity earns its place too. Its relationship intelligence, auto-enriched contact data, and tight dealflow focus are genuinely strong, and some teams stay for them. The honest question is whether you use those features enough to justify the price gap. Many firms do not.
What gets migrated
Dialed maps six object types in a standard migration: People, Companies, Lists and saved views, Notes, Opportunities, and Files. Here is how each piece lands in Attio.
| Affinity | Attio | Notes |
|---|---|---|
| Organizations | Companies | Domains dedupe records on import |
| Persons | People | Linked to their company by email domain |
| Lists | Lists / Objects | Pipeline lists usually become objects |
| List fields | Attributes | Field type chosen per column |
| Opportunities | Deals (records on a List/Object) | Stages map to a status attribute |
| Notes | Notes | Author and timestamp preserved |
| Files | Record attachments | Reattached to the parent record |
| Saved views / filters | Views | Rebuilt to match your saved filters |
| Relationship-strength signals | Email/calendar sync + enrichment | Rebuilt from your connected inboxes |
One detail to flag early: Affinity computes relationship-strength scores from your team's email and calendar history. Those scores do not export as a clean field. Attio rebuilds equivalent signal once you connect the same inboxes and calendars, so the intelligence returns, it just regenerates rather than copies. The page on exporting your data from Affinity covers why notes and relationship data are the hardest pieces to extract.
The migration process
1. Test migration
Dialed runs a free test migration first. We pull a sample of your People, Companies, and one pipeline list into a sandbox Attio workspace so you see real records, not a slide. You confirm the field mapping holds and your team recognizes the data.
2. Validation
You check counts and spot-check records. Do the deal stages line up? Did the notes keep their authors? Are companies deduped correctly? We adjust the mapping until the sample matches what you expect.
3. Cutover
Once the mapping is signed off, we run the full load, reconnect email and calendar sync, rebuild your saved views, and set a date when the team stops writing to Affinity. Most teams cut over on a Friday and start in Attio Monday.
Timeline and cost
A typical migration takes about 15 hours of work. At $200/hr that lands near $3,000, with most projects finishing inside one to two weeks of calendar time. Against $14,720 in annual savings, the payback runs about 2.4 months, and the 12-month ROI works out near 391%. Run your own seat count and plan through the migration calculator for a number specific to your firm.
What to watch for
Three things trip up DIY migrations. First, notes export as plain text and lose their links to records unless you rebuild the associations, so plan for that mapping. Second, multi-list records (a company sitting on three lists at once) need a clear rule for how they consolidate in Attio. Third, relationship-strength data will not arrive in a CSV, so connect inboxes early to let Attio regenerate signal before cutover. The deeper pages on migrating Affinity lists and migrating deals and opportunities walk each of these in detail.
See what your firm saves switching to Attio →FAQ
- How long does an Affinity to Attio migration take?
- About 15 hours of work for a standard firm, usually wrapped inside one to two weeks of calendar time including the test migration and validation.
- How much does it cost?
- Roughly $3,000 at $200/hr for a typical project. Against about $14,720 in annual savings, payback runs near 2.4 months.
- Will I lose my Affinity relationship intelligence?
- The numeric scores do not export, but Attio rebuilds equivalent signal once you reconnect the same email and calendar accounts, so the intelligence returns.
- Can I see my real data before committing?
- Yes. Dialed runs a free test migration that loads a sample of your People, Companies, and one pipeline list into Attio so you validate the mapping first.
- What happens to my Affinity Opportunities?
- They become Attio Deals as records on a list or object, with stages mapped to a status attribute and linked people and companies preserved.