Migrate from Attio to Nutshell

Attio People records map directly to Nutshell Contacts. Standard Attio fields (name, email, phone, job title, website) map to their Nutshell equivalents. Custom attribute fields on the Attio People object map to Nutshell custom fields on Contact, subject to the destination plan's custom field limit (20 on Standard, 50 on Pro, 100 on Power). Email addresses serve as the dedupe key during import to prevent duplicate Contacts. Relationship links to Companies are resolved against the Accounts created in the preceding import phase.

Attio Company records map to Nutshell Accounts. The Attio company domain populates the Account website field, and the company name becomes Account.name. Nutshell Accounts support a many-to-many relationship with Contacts through the Account's linked Contact records. We resolve this relationship after both objects are created so that the Contact-to-Account link is satisfied at import time rather than requiring a second pass.

Attio Deals map to Nutshell Deals. Attio's pipeline stages map to Nutshell Deal status values, and Attio's deal amount maps to Nutshell's value field. We validate that the destination Nutshell plan supports Deal objects (available on Standard and above). Relationship attributes linking Deals to their parent Company (Account) and associated People (Contacts) are resolved using the Account ID and Contact IDs created in earlier import phases, preventing Deals from arriving without an Account association.

Attio custom objects (Gated 3 on Free, 5 on Plus, 12 on Pro, unlimited on Enterprise) have no direct Nutshell equivalent because Nutshell does not support custom objects on any tier. We audit each custom object during scoping, map its attributes to custom fields on the closest Nutshell standard object (Contact, Account, or Deal), and consolidate related attributes into field groups. If the total custom field count exceeds the destination plan's limit, we recommend upgrading Nutshell or reducing the field set before migration.

Attio Notes are first-class API objects attached to any record. They migrate as Nutshell Notes linked via ContentDocumentLink to the parent Contact, Account, or Deal. Note timestamps and author attribution are preserved. Rich text formatting in Attio Notes is converted to plain text for Nutshell compatibility, with a flag in the migration report for any notes with unsupported formatting that require manual review.

Attio engagement records (email, call, meeting, task) map to Nutshell Activity records attached to the appropriate Contact, Account, or Deal. We resolve the parent record ID (Contact or Account) at migration time by querying the email address or company domain to match against the already-migrated Contact and Account records. Activity timestamps are preserved to maintain the timeline order that sales reps rely on for deal context.

Attio Lists are dynamic filtered collections of records defined by attribute conditions, not standalone records. Nutshell does not have a native equivalent to Attio's dynamic Lists. We extract each List's filter criteria (attribute conditions, relationship filters, sort order) and document them as a step-by-step Smart List rebuild guide for the Nutshell admin. List membership counts are preserved in a migration report so the admin can validate the rebuilt Smart Lists against the original counts.

Attio User records and Owner assignments on records map to Nutshell Owner references. We match by email address. Any Attio Owner without a matching Nutshell user is held in a reconciliation queue for the customer to provision before record import resumes, since OwnerId is a required reference on Deals and optional on Contacts and Accounts.