Your custom fields, your call and email history, your pipelines. Not only the fields both apps happen to have in common.
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Close CRM
Attio CRM
Keep deals linked to contacts and companies, and activities linked to their records in Attio CRM.
We find your custom fields in Close CRM and plan how their values will travel to Attio 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 Attio 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 Attio CRM for data with no matching field.
Close’s primary record is the lead, which is a company with its contacts, opportunities, tasks and activities hanging off it. Most CRMs are shaped the same way, so this direction is mostly a matter of putting each child under the right parent, and the parentage is what the assessment checks hardest.
Each row explains a limit and what you can do about it. Open the details for the reason and supporting source.
Calls, emails and meetings need an Attio Pro workspace
View detailsHide detailsAttio ships no record for an interaction, so your Close call, email and meeting history lands in an activities object we create, and Attio lets a workspace add an object of its own only from Pro upwards.
Verified against attio.comOn Pro they come across in full, in one object holding all three kinds, so your history costs your plan a single slot. Everything else lands on any plan.
An Attio deal has six fields
View detailsHide detailsName, stage, owner, value, and the company and people it links to. That is the object, and Attio designed it that way. So a Close opportunity's close date, its note and its confidence have no attribute of their own to land in.
Verified against docs.attio.comEach one is preserved on the deal exactly as Close had it, rather than pushed into a field that means something else, so Attio's deal object stays the shape Attio designed.
Attio keeps one list of deal stages, not pipelines
View detailsHide detailsA Close organization runs named pipelines, each with its own statuses. An Attio deal has one stage attribute, a single status with one list of options. Two statuses that share a name merge onto one, and which pipeline it came from is not something Attio can hold afterwards.
Verified against docs.attio.comEvery opportunity keeps the stage it was in, won or lost or still open, so nothing needs re-marking by hand.
A contact's one name is split on the last space
View detailsHide detailsClose keeps a single name on a contact where Attio CRM keeps a first and a last, so we split on the last space. That is right for Mary Anne Evans and wrong for Ludwig van der Berg. Close stores one string, so the information needed to do better is not in it.
Verified against developer.close.comThe free assessment shows you the names it affects before you pay.
Your attachments stay in Close CRM
View detailsHide detailsClose does keep files. What it does not document is whether the URL it serves the bytes from can be fetched with an API credential rather than a browser session, and we will not carry bytes we have no confirmed way to read. It is on your plan before you pay rather than a surprise after the run.
Verified against developer.close.comYour notes, your tasks and your activity history all come with you.
One action removes the records we wrote to Attio 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 Close CRM. Nothing is written back to it.
Keep working in Close CRM while you check the results. Then bring across the latest changes before switching over.
In Attio 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 Close 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 Attio CRM and refund you.
It becomes companies, and everything that hung off it in Close arrives under it here. Close's primary record is the lead, which is a company, and contacts, opportunities, tasks and activities are all children of one. That parentage is the thing this migration is most careful about, because it is the shape your data was actually in.
After the company they sat on. A Close opportunity has no title of its own, it is identified by its lead and shown by that company's name, so there is no deal name in Close for us to carry. Each one arrives named for its company, with its value, its stage, its owner and its close date intact.
Your statuses are matched onto the funnel your Attio already has, by what each one meant rather than by its name alone. Close records whether a status means won, lost or still open, so a deal you closed lands closed on the other side rather than needing anybody to re-mark it.
It lands in one activities object we create in your Attio workspace, because Attio ships no record for an interaction at all. Keeping all three kinds in one object means your history costs your plan a single slot rather than three. That object is what needs a Pro workspace, and if you leave the three out this migration creates nothing in Attio at all.
No. We work out what each value becomes, so nobody builds a field map. You review the plan before the migration runs. A Close custom field with no native home in Attio can be brought along as a new one instead of being left behind.
We run the migration and stay reachable. Connect Close for the free assessment and price, then Attio to complete the plan. Nothing moves until you ask.
Yes. We only read Close 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 Close gives you the exact count and price before you commit. Payment is by invoice, with no subscription.
Next step
Create an account and connect Close CRM for your free assessment. See your record count and price before you commit. Nothing moves until you ask.
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