Migrate from Attio to HighLevel

Attio People records migrate 1:1 to GoHighLevel Contacts. All standard Attio attributes (email, phone, title, address fields) map directly to GoHighLevel Contact fields. Custom attributes on People migrate as Custom CRM Fields on the Contact object. Relationship links to Companies transfer as the Contact-Company association in GoHighLevel. We resolve the Company association by matching the Attio relationship attribute to the destination GoHighLevel Company record ID at migration time.

Attio Company records migrate 1:1 to GoHighLevel Companies. Domain-based enrichment data from Attio (website, industry, employee count) maps to equivalent GoHighLevel Company fields. Companies must import before Contacts to satisfy the lookup dependency. Many-to-many relationships with People resolve during the Contact phase by re-querying Attio relationship attributes via API rather than relying on flattened CSV exports.

Attio Deals migrate to GoHighLevel Deals with the pipeline stage mapping defined during scoping. Attio deal status values map to GoHighLevel pipeline stage names and probabilities. Amount, close date, and custom Deal attributes migrate as Deal custom fields. We resolve parent Company and Contact relationships from Attio's relationship attributes using the API before inserting Deals, because CSV exports do not include join keys.

Attio custom objects (Gated: 3 on Free, 5 on Plus, 12 on Pro, unlimited on Enterprise) translate to Custom CRM Fields on the appropriate GoHighLevel object. Each custom object attribute becomes a Custom CRM Field on the related Contact, Company, or Deal. Lookup relationships between Attio custom objects migrate as reference ID fields that the customer re-links manually post-migration, since GoHighLevel does not support cross-object lookup fields in the same way. We flag any Attio custom objects that cannot be flattened into a parent object and document them as separate data tables for manual re-entry or third-party integration.

Attio Lists are workflow-context collections, not standalone records. We extract all list memberships from the Attio API and map them to GoHighLevel Tags on the relevant Contact, Company, or Deal records. The list membership itself is preserved as a tag with the list name as the tag label. The segmentation logic that Attio Lists use to auto-populate is documented as a GoHighLevel Automation trigger recommendation.

Attio Notes migrate as Notes attached to the corresponding Contact, Company, or Deal in GoHighLevel. We preserve note body, creation timestamp, and author attribution. Notes that reference multiple related records in Attio (cross-object notes) are duplicated as separate Note entries on each related GoHighLevel record.

Attio Tasks attach to records with assignee, due date, status, and priority. We migrate Tasks 1:1 to GoHighLevel Tasks with the assignee resolved by email match to GoHighLevel Users. Task status mapping: open in Attio maps to Not Started or In Progress in GoHighLevel, completed maps to Completed. Due dates and priority levels transfer directly.

Attio's automatic email and calendar sync for People and Companies produces engagement records that migrate to GoHighLevel as Contact Activities. Email content migrates as an activity entry with sender, recipient, and timestamp. Meeting engagements migrate as calendar activity entries with title, date, and attendees. Call logs migrate as activity entries with duration. Custom object activity timelines do not migrate because Attio's email sync is limited to People and Company records only.