Migrate from Attio to HubSpot

Attio People records map directly to HubSpot Contacts. Standard fields (first name, last name, email, phone, job title, address components) map 1:1. A People record with no associated Company lands as a HubSpot Contact without a primary company association — this requires a decision on whether to create placeholder company records.

When an Attio People record has a Company association, we map the person to a HubSpot Contact and link it to the corresponding HubSpot Company via the primary Company ID lookup. Attio's N:N model means a person can link to multiple companies — we assign one as primary (most recently modified or by your specified rule) and surface the rest as secondary Company associations in HubSpot.

Attio Companies map to HubSpot Companies. Standard fields (name, domain/website, industry, employee count, annual revenue) map directly. Attio parent-child company hierarchies map to HubSpot's parent company lookup. Multi-company ownership (Attio's N:N model) collapses to one primary parent for HubSpot's single-parent model.

Attio Deals map to HubSpot Deals. The deal name, amount, expected close date, and owner all migrate directly. Deal stage/status maps to HubSpot pipeline stages — Attio's flexible status values are mapped to specific HubSpot stage names in your target pipeline. Each Attio deal pipeline requires a corresponding HubSpot pipeline.

Attio deal statuses are custom-defined per workspace — we map each Attio status value to a corresponding HubSpot stage name within your chosen pipeline. If Attio uses stages that don't match HubSpot conventions, we create matching stage names in HubSpot before migration so deal history reports show the correct stage progression.

If your Attio workspace uses custom objects (beyond People, Companies, Deals), we map each to HubSpot Custom Objects on Enterprise plans or create custom properties on the appropriate standard object for Starter/Professional tiers. Custom object relationships that use Attio's N:N model require HubSpot junction objects or association labels when the relationship needs to be preserved between standard objects.

Attio relationship attributes that define many-to-many connections between People and Companies (beyond primary association) map to HubSpot secondary Company associations on the Contact. If Attio uses named relationship types (e.g., 'Board Member', 'Investor'), these become HubSpot association labels — your HubSpot admin configures which labels to enable in Settings > Properties > Association Properties.

Attio Lists are named saved views with current-state filters — we attempt to convert these to HubSpot Active Lists where the filter logic translates to HubSpot's criteria format. Static lists (explicit membership) migrate as HubSpot Static Lists. Complex filter logic that doesn't map to HubSpot Active List criteria is documented as a rebuild recommendation.

Attio timeline entries (calls, emails, meetings, notes) map to HubSpot engagements with the same activity type. Original timestamps, owner attribution, and linked record references (person, company, deal) are preserved. Rich-text formatting in Attio notes converts to HubSpot's engagement notes format.

Attio Tasks migrate as HubSpot Tasks with subject, due date, assigned owner, and status preserved. Open tasks in Attio land as open tasks in HubSpot. Completed tasks migrate with their completion timestamp and completion status flag. Task priority and any custom fields are preserved as HubSpot custom properties. If a task is linked to a Contact, Company, or Deal, the association is carried over to HubSpot.

Files attached to Attio records are downloaded and re-uploaded to HubSpot Files. File size limits apply (HubSpot default 25MB per file for standard uploads; larger files may require alternative storage with link-in-fields approach). File name, description, and association to the original record are preserved.

Attio owner references on records resolve by email address against HubSpot users. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts for them or assigns their records to a fallback owner. System-level owner IDs (Attio workspace owner) may need manual user creation in HubSpot.