# Move your Freshsales CRM data into Attio CRM Your accounts, contacts and deals, with the supported notes, tasks and files. See what travels and what stays in Freshsales before switching over. Migratez runs Freshsales CRM to Attio CRM migrations. The assessment is free and comes before any commitment. Canonical page: https://migratez.com/migrations/freshsales-to-attio-crm-migration Running this for a client? The partner path is at https://migratez.com/partners. ## What lands in Attio CRM - Accounts → Companies - Contacts → People - Deals → Deals - Notes → Notes - Tasks → Tasks - Appointments → An activities object we create (Requires a workspace that allows custom objects.) - Attached files → Files attached to migrated records (Files need a parent record included in the migration.) - Custom fields → Custom fields on the matching records (The plan identifies fields to create and any changes to their values.) - Record owners → Matched to Attio CRM users (You choose who inherits records with no matching owner.) - Deal stages → Matched to destination deal stages (We review stage choices before the run, including which deals are open, won or lost.) ## What comes across Keep the data that matters to you. - **Keep records connected.** Keep deals linked to contacts and companies, and activities linked to their records in Attio CRM. - **Your custom fields come with you.** We find your custom fields in Freshsales CRM and plan how their values will travel to Attio CRM before migrating their records. - **Bring your activity history.** Your activity history arrives on the record it belongs to. This page names which types transfer and any limit on them. - **Match owners, pipelines and stages.** We match them to your Attio CRM users and stages. - **Review changes before the run.** The plan flags values that change during migration. The original value comes across beside the converted one. - **Keep data with no matching field.** Where possible, we create a field in Attio CRM for data with no matching field. ## Check your Freshsales scope before switching to Attio We read accounts, contacts and deals from the saved views selected for the migration. We check those views with you so the scope includes the records you intend to bring. Notes and files are read with their parent records. Keep access to Freshsales for the calls, emails and other records listed as outside this migration. Your accounts become companies, contacts become people, and appointments use an activities object. Review the workspace plan and stage choices before importing history. Connect Freshsales using the API key and account address from [Profile Settings, API Settings](https://developers.freshworks.com/crm/api/#authentication). Your source connection gives you the free record count and price. ## Limits and changes - **An Attio deal has six fields** (degraded). Name, stage, owner, value, and the company and people it links to. That is the object, and Attio designed it that way. So a Freshsales deal's other fields have no attribute of their own to land in. Instead: Each one is preserved on the deal as Freshsales had it, rather than pushed into a field that means something else, so Attio's deal object stays the shape Attio designed. Verified against https://docs.attio.com/docs/standard-objects/standard-objects-deals - **Attio keeps one list of deal stages, not pipelines** (degraded). A Freshsales account can run several pipelines, each with its own stages. An Attio deal has one stage attribute, a single status with one list of options. Two stages that share a name merge onto one, and which pipeline it came from is not something Attio can hold afterwards. Instead: Every deal keeps the stage it was in, and we review stage names and reporting with you before the run. Verified against https://docs.attio.com/docs/standard-objects/standard-objects-deals - **Calls and email conversations stay in Freshsales** (unsupported). Our Freshsales source does not read phone calls or email conversations. Instead: Your notes, tasks and appointments can still travel. - **Custom modules, products and line items are outside this migration** (unsupported). Our Freshsales connector does not carry these records in either direction. Instead: Accounts, contacts, deals, notes and tasks are included in the supported scope. - **Marketing consent is not migrated** (unsupported). We do not read or write subscription status through our Freshsales connector. Instead: Review consent separately before using the destination for marketing. - **Closed-deal reporting needs a stage review** (degraded). Our Freshsales source carries stage names without declaring whether each stage means won, lost or open. Instead: We review how your stages should be treated before the migration runs. - **Appointments need a workspace with custom objects** (requires_action). Attio offers custom objects on Pro and Enterprise. We use one to hold the appointments from Freshsales. Instead: Use a suitable plan or leave appointments out while migrating the other supported records. Verified against https://attio.com/help/reference/workspace-settings-billing/attio-plans-and-features - **Notes are written through the connected member** (degraded). We do not assign the original Freshsales author when creating an Attio note. Instead: The note text and available source date travel with the selected parent record. - **Extra company relationships need review** (degraded). We carry one company reference on a person and do not rebuild every Freshsales account link as a separate relationship. Instead: Review the selected company and any additional links before cutover. ## Stay in control - **Undo the migration.** One action removes the records we wrote to Attio CRM. Review what will remain before you undo and retry. - **Paused runs resume.** A paused run resumes where it stopped, without losing progress or duplicating records. - **Read-only in Freshsales CRM.** We only read Freshsales CRM. Nothing is written back to it. - **Catch up before switching over.** Keep working in Freshsales CRM while you check the results. Then bring across the latest changes before switching over. ## What it costs One payment, based on the records you move. - **From $799.** Covers up to 20,000 records. Larger migrations use higher tiers. You pay once per migration, with no recurring charge. - **Get your exact price for free.** Connect Freshsales CRM to see your record count and price before you commit. - **A 30-day money-back guarantee.** 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. ## Questions about moving Freshsales CRM to Attio CRM ### Will my Freshsales custom fields come across? We discover your Freshsales custom fields and plan them for the matching Attio CRM records. Review the plan for type changes and fields you prefer to leave behind. ### Do calls and emails come across? No. Our connector leaves calls and email conversations in Freshsales. Review the supported activity types above before switching over. ### Will won and lost deals be labelled correctly? We review stage choices with you. The Freshsales connector does not infer won or lost from a stage name, so this needs attention before you rely on destination reports. ### Who actually runs the migration? We run the migration and stay reachable. Connect Freshsales for the free assessment and price, then Attio to complete the plan. Nothing moves until you ask. ### Can I keep working in Freshsales while this happens? Yes. We only read Freshsales and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over. ### What if the result is not what I expected? 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. ### What does it cost? One payment, based on the records that move. The free assessment of Freshsales gives you the exact count and price before you commit. Payment is by invoice, with no subscription.