Move your Attio CRM data into Salesforce CRM

There is none to move, and the reason is Attio's shape rather than ours. Attio has no record for a call, an email or a meeting. What it keeps instead is a handful of interaction timestamps on a person or a company, first and last email and first, last and next calendar event, which the Attio system maintains and nothing can write. So there is nothing to hand over one at a time. Salesforce has a place for calls, emails and events, and it will be empty of your Attio history. Your notes and tasks come across in full.

Because that is where they stay readable and reportable. Salesforce keeps a modern note as a file rather than as an activity, which puts the text out of reach of reports and list views. Landing your Attio notes as tasks on the record they belonged to keeps the text, the date and the record it was about, all of which a Salesforce report can see.

Yes. The free assessment finds them in your workspace, and they are created as custom fields on the matching Salesforce object before a single record is written. You see that mapping before anything runs, and you can drop the attributes nobody fills in any more rather than carry them over.

Each one becomes a Salesforce custom object, with its records and the attributes you use on them. The free assessment counts them against your edition's object and field allowances before you commit to anything.

Your deals are routed onto the opportunity stages your Salesforce org already has rather than into new ones we create, matched by what each stage meant. Attio keeps one ordered list, so there is one set of stages to place rather than several funnels. A stage with nowhere to go is named before the run rather than discovered during it.

Attio models ownership on the deal and has no owner on a company or a person, so there is nothing in your workspace to fill the Salesforce owner field on those records. Your deal owners come across and are matched to your Salesforce users by email. On accounts and contacts you name who they should belong to, rather than us inventing an answer.

An Attio deal carries a single value rather than priced lines, and Attio ships no catalogue object, so there is no price book and there are no opportunity line items to bring. The value on each deal comes across. One thing worth knowing is that an Attio workspace holds one currency per attribute rather than one per record, so every opportunity arrives in that same currency.

No. The mapping is written for this one direction and shown to you before anything runs, so your part is reviewing it rather than assembling it. An Attio attribute with no native home in Salesforce can be brought along as a new field instead of being left behind.

You create an account and connect Attio, and the free assessment tells you what is in it and what it costs. Salesforce is connected next, so we can check it against what your edition can hold. I run the migration itself and stay reachable while it does. Nothing moves until you ask for it.

Yes. Nothing is ever written back into Attio, we only read it. After the main load, one action brings across everything that changed in Attio since, so you can verify with both systems live and switch over when you are ready.

Every write into Salesforce is recorded, so one action takes the records we wrote back out again. You can sort out what was wrong and run it again.

One price, one time, based on how many records the migration moves. The free assessment counts them in your Attio workspace and gives you the exact price before you commit to anything. There is no subscription and no card form.