[ Migration · Affinity → Attio ]
Leaving Affinity for Attio? We'll get you out clean.
Built for VC funds. Every object mapped, a parallel run before cutover, and straight answers about what transfers and what doesn't.
Typical timeline
2 weeks
Import strategy
Upserts keyed on Affinity legacy IDs
Cutover
Parallel-run before switching
[ Why funds are moving ]
A modern product, moving fast
Attio ships weekly: native AI research, call intelligence, and an interface your team won't fight. Affinity's pace hasn't kept up.
Real custom objects
Funds, LPs, commitments, co-investors, all modeled as first-class objects instead of list workarounds stretched past their limits.
A production-grade API + SDK
We're engineers; this is why we bet on Attio. Anything missing can be built: an automation, an integration, or a full app inside the CRM.
Cost that scales sanely
Per-seat pricing that doesn't punish you for adding the whole investment team.
[ Channel diagnostic · what transfers ]
Object by object, exactly where your Affinity data lands, and the two places it can't follow you.
Direct mapping, deduped on domain during import.
Direct. Affinity allows multiple company links; Attio uses a primary company plus reference attributes, so we classify each link.
Most funds pack stage + pass reason into one Status field. We split it into Stage, Pass reason, and a Legacy status attribute so no history is lost.
Each list gets classified first: working queue → Attio list; roster (LPs, co-investors) → custom object; fund-proxy or tag lists → global attributes.
Affinity notes can attach to several records at once; Attio notes are single-record. We anchor each note and cross-reference the rest.
Types, options, and values carry over.
Attio's own sync rebuilds history for active team members. For someone who has left, it depends on your email provider and whether the mailbox is still live, archived, or deleted. Sync the account once while it's active and that history stays in Attio afterwards.
Your call: we migrate files straight into Attio, or into your Google Drive with folders linked from the matching records.
Access models differ, so permissions are rebuilt intentionally rather than copied blind.
Attio's audit trail starts at migration. We archive the full Affinity export so nothing is ever unrecoverable.
Licensed data doesn't transfer, and it goes stale anyway. Attio has its own enrichment fields that cover some of the same ground. Re-enriching from live sources like Clay or Harmonic is separate work, not part of the migration.
[ How the migration runs ]
01
Attribute review & classification
We inventory every field, list, and status in your Affinity instance and decide, with you, what each one becomes in Attio.
02
Schema build + dry-run import
The Attio workspace is built, then a full trial import runs, keyed on Affinity's legacy IDs so re-runs upsert instead of duplicating.
03
Team onboarding + inbox connect
The team connects email and calendar so native sync starts rebuilding interaction history while you still work in Affinity.
04
Cutover with delta upsert
A final delta import catches everything that changed since the dry run. Validation counts are checked object by object before anyone switches.
05
Dedupe & merge pass
Domain- and email-keyed dedupe across the merged dataset, with a human review on anything ambiguous.
06
Then the system gets better
Migration is the first backlog item, not the engagement. Enrichment, signals, and automations start the week after cutover.
On an Affinity contract? They typically require 30 days' notice to cancel, and the migration takes about two weeks, so you can be fully moved before you ever give notice. We recommend starting 60 days out. Tighter than that, we can expedite.
Funds we've migrated off Affinity
Some delivered in partnership with other Attio Expert Partners
[ Funds that made the move ]
“We've been working with Nick and the Dialed Tech team for a few months now, and they've been fantastic. They handled our entire Attio migration in just a few weeks - which was incredibly fast - and continue to help us with ongoing maintenance, workflows, and imports. What I love about them is that they're highly technical but never make you feel like you're out of your depth. They explain things clearly and are genuinely easy to communicate and collaborate with.”
“With the CRM being mission critical for us, having them made us confident we'd be able to migrate platforms seamlessly.”
[ Affinity-specific questions ]
Bring your Affinity export. Leave with a plan.
One call. We'll look at your instance and map the way out.
Book a migration call