Migrate your Attio data

Standard object enabled by default with built-in enrichment, email sync, and a pre-defined attribute set. We migrate People records 1:1 including all custom attributes and relationship links to Companies.

Standard object with automatic enrichment and email sync to company domains. We preserve all Company attributes and many-to-many relationships with People records during migration.

An optional standard object that must be enabled by the customer before migration. Deals have pipeline stages, status, and amount attributes. We map Deal status chains to destination pipeline stages preserving historical velocity data.

Gated by plan tier: 3 on Free, 5 on Plus, 12 on Pro, unlimited on Enterprise. We migrate all custom objects but must validate the destination plan has sufficient object capacity. Each custom object may have unique attribute types requiring field-level mapping.

Lists are workflow-context collections of record entries, not standalone records. We extract list memberships and reconstruct them as segmentation logic in the destination system, since list membership does not export as a record field.

Notes attach to records as threads and are first-class API objects. We migrate notes with timestamps, author attribution, and record associations preserved.

Sequences are automation objects only available on Pro and Enterprise plans. We map sequence step logic to equivalent automation sequences in the destination, but individual step timing and delay configurations may require manual recreation.

User records represent team members and can be enabled as an optional standard object. We map User ownership assignments to Owner fields in the destination, but User records themselves may not transfer as user accounts.

Workflows consume workspace credits and are gated by plan. Each workflow action block is a credit unit. We document workflow complexity as a credit-budgeting exercise and map trigger logic to equivalent automation rules in the destination.

Relationship attributes define how records across objects link together (e.g., a Deal linked to a Company and multiple People). We preserve these as foreign-key chains, but destination schema must support equivalent object-to-object relationships.

Email and calendar sync is automatic for People and Company records and ingests history from Gmail/Outlook. Imported activity logs are treated as read-only timeline entries. Manual activity logs can be migrated as Notes with activity-type markers.

Tasks attach to records and have assignee, due date, and status attributes. We migrate Tasks 1:1 with owner assignments preserved as User references in the destination.