Migrate from Attio to monday CRM

Attio People records migrate to Items on a dedicated People Board in Monday.com CRM. Standard fields (name, email, phone, job title, location) map to Text, Email, Phone, and Location columns. Custom attributes on the Person object map to Monday.com columns using type matching: text to Text, numbers to Numbers, dates to Date, checkboxes to Checkbox. We resolve ownership by matching Attio owner email to a Monday.com team member, then assign the Item to that user. Relationship links from People to Companies preserve as linked Item references via the Monday.com Connect or link-to column type.

Attio Company records map to Items on a Companies Board. Domain, industry, size, annual revenue, and address attributes map to equivalent Monday.com column types. Company ownership resolves the same owner-email matching used for People. The Company-to-People relationship (many People linked to one Company) reconstructs as a Monday.com Connect board or link column that links each Person Item back to the parent Company Item after both boards are seeded.

Attio Deals migrate to Items on a Deals Board with pipeline stages mapped to Monday.com Group labels (e.g., Prospect, Qualified, Proposal, Negotiation, Won, Lost). Deal amount, close date, and probability fields map to Numbers and Date columns. The Deal-to-Company and Deal-to-Person relationship chains reconstruct as link columns pointing to the seeded Company and People Items. If the Attio workspace has multiple Deal pipelines, we create separate Boards per pipeline or use a Status column with Board Groups scoped per pipeline.

Attio Custom Objects (Gated: 3 on Free, 5 on Plus, 12 on Pro, unlimited on Enterprise) migrate to Monday.com Boards. Each Custom Object becomes a Board with columns typed to match Attio attribute types. Relationship Attributes on custom objects (e.g., a Subscription object linked to a Company or a Person) reconstruct as Monday.com Connect boards or link-to columns resolved after parent Boards are seeded. We validate the destination Monday.com plan during scoping to confirm board capacity aligns with the source object count.

Attio Lists are workflow-context collections, not records themselves. List memberships do not map to standalone objects in Monday.com CRM. Instead, we extract each list's member record IDs, map list membership to Monday.com Groups within the relevant Board (e.g., a High-Priority Prospects list becomes a Group filter), or apply Tags to Items. The customer selects the preferred segmentation strategy during scoping. List rules and dynamic membership conditions do not migrate; these require rebuilding as Monday.com Group filters or automation triggers.

Attio Notes are first-class threaded records attached to any object. We migrate Notes as Updates on the corresponding Monday.com Item. Author attribution and timestamp preserve in the Update metadata. If Notes contain attachments, these require separate file migration handling; Monday.com CRM does not have a native note attachment object equivalent to Attio's. We flag attachments for manual handoff or an additional file-migration scope.

Attio Tasks with assignee, due date, and status migrate to Monday.com Items or Subitems depending on whether the task is linked to a parent record (e.g., a Deal). Standalone tasks become Items on a Tasks Board with Status, Assignee, and Due Date columns. Tasks linked to a Deal, Person, or Company become Subitems on the parent Item. Owner assignments resolve by email match to Monday.com team members.

Attio email and calendar sync is automatic for People and Company records only. Imported activity logs migrate as Read-Only Updates on the linked Item timeline, preserving the original timestamp and sender. Meeting records migrate as Items on a Meetings Board or as calendar-integrated Tasks if the customer connects a calendar integration post-migration. Custom object activity timelines cannot be reconstructed from Attio's email sync because that feature is People and Company-only. We flag these gaps and recommend manual note entry or integration-based reconstruction.

Attio Relationship Attributes define cross-object links (e.g., a Deal linked to a Company and multiple People). We handle these as a three-phase import: seed all parent objects first (Companies, People, Deals, Custom Objects), then resolve link column references in a second pass using the Attio API's relationship endpoint to retrieve the original chain. Monday.com's Connect board feature or link-to column type handles many-to-many relationships; we use a lookup table to resolve and write each connection in dependency order so no Item is referenced before it exists.

Attio Owner references on any record migrate by matching the owner's email to a Monday.com team member account. Owners without a Monday.com account enter a reconciliation queue for the customer's admin to provision. Migration cannot write OwnerId-equivalent references until the destination user table is seeded, so we run a pre-flight user-resolution pass before record import begins.