Your companies, contacts and deals, with the supported notes, tasks and files. Review the field changes and history limits before you commit.
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Attio CRM
Freshsales CRM
Keep deals linked to contacts and companies, and activities linked to their records in Freshsales CRM.
We find your custom fields in Attio CRM and plan how their values will travel to Freshsales CRM before migrating their records.
Your activity history arrives on the record it belongs to. This page names which types transfer and any limit on them.
We match them to your Freshsales CRM users and stages.
The plan flags values that change during migration. The original value comes across beside the converted one.
Where possible, we create a field in Freshsales CRM for data with no matching field.
We review the fields, existing stages and record owners with you before the run. Your companies and people become accounts and contacts; your own objects are outside this connector’s scope.
The connection uses your Freshsales API key and account address from Profile Settings, API Settings. We review access and setup before writing records.
Each row explains a limit and what you can do about it. Open the details for the reason and supporting source.
Freshsales fields and stages need review before the run
View detailsHide detailsWe match existing stages and do not create pipelines. Field creation on accounts, contacts and deals still needs confirmation against your account.
We review the destination setup with you before migrating records.
Some field values arrive as text
View detailsHide detailsOur connector does not create date or checkbox fields. It carries those values as text on supported records, and strips formatting from rich text.
The plan identifies these changes so you can decide which values to bring.
Notes do not keep their original author
View detailsHide detailsWe write notes through the connected Freshsales user. They are dated when we write them, and their text is carried without rich formatting.
The content travels, but do not treat the new author and note date as the original audit history.
An activity keeps one parent record
View detailsHide detailsOur Freshsales destination links a note or task to one contact, deal or account, in that order of preference.
The activity remains attached to the selected migrated record. Review any extra relationships before cutover.
Every deal value arrives in one currency
View detailsHide detailsAttio fixes a currency on the attribute rather than on the record, and its own reference says the code is shared among all values of that attribute and cannot be overridden for one record. So every deal value arrives in that one currency. If you traded in more than one, that is a thing to put right in Freshsales CRM afterwards rather than something this migration can recover.
Verified against docs.attio.comEvery figure comes across intact. If you traded in more than one currency, the code is the thing to put right afterwards.
An attached file is not taken back out
View detailsHide detailsWe write a file into Freshsales once and do not delete it when you undo the migration, so a file we attached stays attached even if you undo everything else.
Everything else we wrote comes back out.
Call and email records stay in your source CRM
View detailsHide detailsOur Freshsales destination does not write phone calls or email conversations.
Your notes and tasks can still travel.
Custom modules, products and line items are outside this migration
View detailsHide detailsOur Freshsales connector does not carry these records in either direction.
Accounts, contacts, deals, notes and tasks are included in the supported scope.
Marketing consent is not migrated
View detailsHide detailsWe do not read or write subscription status through our Freshsales connector.
Review consent separately before using the destination for marketing.
Attio CRM has no call, email or meeting to hand over
View detailsHide detailsAttio has no record for a call, an email or a meeting. What it keeps instead is a handful of interaction attributes on a person or a company, first and last email, and first, last and next calendar event. Those are timestamps the Attio system maintains and nothing can write, which is a different thing from a history of who spoke to whom. So there is nothing to hand over, and Freshsales CRM's calls, emails and appointments will be empty of anything from before the migration.
Verified against docs.attio.comYour notes, your tasks and the files attached to your records are the history that does come with you.
Nobody owned your companies
View detailsHide detailsAttio's writeable attributes for a company carry no owner. Ownership lives on the deal in Attio. So Freshsales CRM's owner field on those records has nothing in your workspace to read, and you decide who inherits them rather than us guessing.
Verified against docs.attio.comYou name who inherits them rather than us guessing, and every other field on those records comes across.
One action removes the records we wrote to Freshsales CRM. Review what will remain before you undo and retry.
A paused run resumes where it stopped, without losing progress or duplicating records.
We only read Attio CRM. Nothing is written back to it.
Keep working in Attio CRM while you check the results. Then bring across the latest changes before switching over.
In Freshsales CRM after the migration
After you undo
Covers up to 20,000 records. Larger migrations use higher tiers. You pay once per migration, with no recurring charge.
Connect Attio CRM to see your record count and price before you commit.
Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of Freshsales CRM and refund you.
We bring supported values onto the matching records. Some types arrive as text, and Freshsales field setup needs review before the run. The plan shows what each value becomes.
No. This migration does not write call or email records into Freshsales. Keep access to that history in your source CRM.
We match deals to existing Freshsales stages. We do not create pipelines or stages, so we review the destination funnel and deal status with you first.
We run the migration and stay reachable. Connect Attio for the free assessment and price, then Freshsales to complete the plan. Nothing moves until you ask.
Yes. We only read Attio and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.
You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.
One payment, based on the records that move. The free assessment of Attio gives you the exact count and price before you commit. Payment is by invoice, with no subscription.
Next step
Create an account and connect Attio CRM for your free assessment. See your record count and price before you commit. Nothing moves until you ask.
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