How long does it take to get started with Attio?

We can get you up and running with Attio in 4-5 days, including data migration, workflow setup, and team training.

Do you support custom integrations with Attio?

Yes, we specialize in custom integrations using the Attio SDK and API. We can connect Attio to any system in your tech stack, from marketing automation tools to custom internal applications.

What CRM systems can you migrate from to Attio?

We have experience migrating from all major CRM platforms including Salesforce, HubSpot, Pipedrive, and legacy systems. Our migration process ensures complete data integrity and minimal downtime.

Who do you primarily work with?

We primarily work with venture capital firms, technology startups, and financial services companies who need sophisticated CRM solutions that integrate seamlessly with their existing workflows.

How long does the full checklist take?

A typical migration runs about 15 hours of work across these steps. Calendar time depends on how fast your team validates the test and completes training, usually a week or two end to end.

Can I keep using Affinity during the migration?

Yes. Affinity stays live through the test, validation, and sync steps. You only stop writing in it at cutover and keep it read-only until you cancel at renewal.

What is the most common step firms skip?

Validation. Teams export and reload, then cancel Affinity without confirming counts and note placement matched. Step four exists to catch that before it costs you.

Do I have to clean my data before migrating?

You do not have to, but the audit in step one pays off. Removing duplicates and stale records before the move cuts matching time and produces a cleaner Attio workspace.

When should I cancel Affinity?

At your renewal date, after a short read-only overlap and a final data backup. Canceling early forfeits time you already paid for.

Migration

The Affinity to Attio Migration Checklist

5 min read

A CRM migration goes wrong in the gaps, not the big steps. Everyone remembers to export the data. Few firms confirm the export matched before they cancel the old subscription, and fewer still train the deal team before cutover. This checklist runs the full sequence in order, with the decision each step forces, so your firm moves from Affinity to Attio without losing a record or a week. Work it top to bottom. Each step gates the next.

1. Audit your Affinity data

Open Affinity and count what you actually have before you move anything. Pull totals for Persons, Organizations, Opportunities, Notes, and Files. Note how many Lists you run and which ones the team still uses versus the ones gathering dust. Flag obvious duplicates and stale records now, because every problem you carry forward costs matching time later. Decide what migrates and what you leave behind. A lean dataset migrates faster and lands cleaner.

2. Map objects and fields

Match every Affinity object to its Attio home before any data moves. The mapping is consistent, which makes this step a review rather than a guess.

Affinity	Attio
Organizations	Companies
Persons	People
Lists	Lists / Objects
List fields	Attributes
Opportunities	Deals (records on a List/Object)
Notes	Notes
Files	Record attachments
Saved views / filters	Views

Spend your time on custom List fields. Decide the Attio attribute type for each one, multi-select, date, number, or text, and write the decision down. This is where a migration gains or loses hours, covered in more depth on our migration cost page.

3. Run a test migration

Load a subset into a sandbox Attio workspace before you touch the full dataset. Pick a few hundred records that include companies, people, attached notes, and at least one active deal. Run the load. This surfaces matching problems, field type mismatches, and duplicate collisions while they are cheap to fix. Dialed offers a free test migration for exactly this reason, so you see real output before any commitment.

4. Validate the result

Check the sandbox against the audit from step one. Confirm record counts line up. Open ten companies and verify their notes attached to the right record with author and date intact. Confirm opportunities landed as deals on the correct list with the right stage. Spot-check that files came across as attachments. Fix any mapping issue, then rerun the test until the sample is clean. Sign off in writing before moving on. We cover how notes and activity history validate on our notes migration page.

5. Connect email and calendar sync

Connect the same Gmail or Outlook accounts and calendars to Attio while Affinity is still running. Attio reads the source messages and rebuilds the interaction timeline and relationship signal. Start this before cutover so the history backfills in the background and your network graph is live the day you switch. The mechanics of that rebuild sit on our relationship intelligence guide linked below.

6. Train the team

Get the deal team into Attio before they depend on it. Run one short session on where records live, how the lists they use every day now appear as views, and how to log a note. Set up the saved views the team relies on so their first login feels familiar. A team that has clicked around for 30 minutes before cutover does not panic on day one.

7. Cut over to production

Run the full migration into the live Attio workspace once the test is clean and the team is trained. Load all records, notes, opportunities, and files. Confirm the production counts match the test. Set Attio as the system of record and tell the team to stop writing in Affinity. From this point, new activity lands in Attio only.

8. Decommission Affinity at renewal

Keep Affinity in read-only mode through a short overlap so anyone who needs to check the old system can. Hold the cancellation until your renewal date so you do not pay for an empty seat or forfeit time you already bought. Export a final backup of the Affinity data for your records, then cancel. The monthly gap, near $1,227, starts compounding the moment the Affinity bill stops.

See what your firm saves switching to Attio →

FAQ

How long does the full checklist take?: A typical migration runs about 15 hours of work across these steps. Calendar time depends on how fast your team validates the test and completes training, usually a week or two end to end.
Can I keep using Affinity during the migration?: Yes. Affinity stays live through the test, validation, and sync steps. You only stop writing in it at cutover and keep it read-only until you cancel at renewal.
What is the most common step firms skip?: Validation. Teams export and reload, then cancel Affinity without confirming counts and note placement matched. Step four exists to catch that before it costs you.
Do I have to clean my data before migrating?: You do not have to, but the audit in step one pays off. Removing duplicates and stale records before the move cuts matching time and produces a cleaner Attio workspace.
When should I cancel Affinity?: At your renewal date, after a short read-only overlap and a final data backup. Canceling early forfeits time you already paid for.