Migrate from Attio to Zoho CRM

Attio People records map directly to Zoho CRM Contacts. All standard Attio attributes (name fields, email, phone, title, address) map to Zoho Contact standard fields. Custom attributes on People migrate to Zoho Custom Fields created during schema pre-build. Email addresses serve as the dedupe key during import so duplicate records are resolved rather than duplicated.

Attio Company records map to Zoho CRM Accounts. The Attio domain attribute becomes the Account Website field. Accounts are imported before Contacts so that the Account-Contact lookup relationship is satisfied at the moment of Contact insert. Many-to-many relationships between Companies and People in Attio (where one Person can link to multiple Companies) are preserved as secondary Account lookups on the Contact record.

Attio Deals map to Zoho CRM Potentials. The Attio dealstage property maps to the Zoho Stage field, and pipeline assignment maps to a Zoho Sales Pipeline configured before migration. Deal amount, closing date, currency, and owner assignment transfer directly. Attio's Deal-to-Company relationship maps to the Potential's Account Name lookup.

Each Attio pipeline becomes a Zoho Sales Pipeline with corresponding stage names. We pre-create the pipeline in Zoho with the exact stage sequence from Attio before any Potential records are written. Probability percentages map from Attio to Zoho stage probability fields.

Attio custom objects (Subscriptions, Projects, Investors, Partnerships) map to Zoho Custom Modules. We pre-create the Zoho module with all fields, field types, and lookup relationships matched to the Attio attribute types during the schema design phase. Gated plan validation: if the source workspace uses more objects than Zoho Standard supports (500 Custom Fields per module), we recommend Professional tier before migration begins. Attio relationship attributes on custom objects become Zoho Lookup fields.

Attio relationship attributes define how records across objects link together (Deal linked to Company and multiple People). These do not appear in Attio's flat CSV export — we query them via the Attio API to reconstruct parent-child chains. Each relationship chain is resolved by matching on record ID and email, then written to Zoho as a Lookup field on the related module. Many-to-many relationships become Zoho linking modules (junction objects) so both sides can query the relationship without data duplication.

Attio Lists are workflow-context collections of record entries, not standalone records. Zoho CRM has no native List equivalent. We extract list memberships via the Attio API, reconstruct them as a combination of Zoho Tags (applied to Contacts and Accounts) and a custom picklist field (List Name) so the segmentation logic is visible in Zoho reports and filters. The customer reviews the reconstructed list structure before migration commits.

Attio Notes attach to records as first-class API objects with timestamps and author attribution. They migrate to Zoho Notes attached to the corresponding Contact, Account, or Potential record. Note body content transfers as plain text. If Attio Notes contain file attachments, these migrate as Zoho Attachments linked to the same parent record.

Attio Tasks migrate to Zoho Tasks with Status, Priority, Due Date, and Activity Date preserved. Task assignment migrates by resolving the Attio owner reference to a Zoho User record via email match. Tasks attached to specific records carry the Zoho Related To lookup for the parent Contact, Account, or Potential.

Attio User records represent team members referenced as owners on Contacts, Companies, and Deals. We resolve owners by matching Attio user email to Zoho User email. Any Attio Owner without a matching Zoho User goes to a reconciliation queue for the customer's admin to provision before record import proceeds, because Zoho requires a valid OwnerId reference on Contact and Potential records.

Attio's automatic email and calendar sync attaches to People and Company records only. Imported email and meeting history is treated as read-only timeline entries in Zoho. We reconstruct them as Zoho Activity records linked to the Contact or Account, with a custom field capturing the original Attio timestamp for historical ordering. Manual activity logs (calls, meetings logged by reps) migrate as Zoho Tasks with Activity type distinction preserved.

Attio Workflows consume workspace credits and are gated by plan tier. They do not migrate as functional code because Attio's trigger-action model differs structurally from Zoho's Blueprint and Workflow Rule architecture. We extract every active Attio Workflow and deliver a written document mapping each trigger, condition, and action to its Zoho equivalent. The customer's Zoho admin or a Zoho implementation partner rebuilds them post-migration.