Move your Zoho CRM data into Attio CRM

Yes. The free assessment finds them in Zoho, and they are created as attributes on the matching Attio object before records are migrated. Review the plan and choose whether to leave unused fields behind.

They land as Attio people, where the rest of your contacts are. Attio has no lead module, and a record your team can work is better than one sitting in a module waiting to be converted. Lead status, lead source and rating have no Attio attribute to land in, so those are named on your plan before you commit.

No, and the reason is on Zoho's side rather than Attio's. Zoho holds email as a related list hanging off each record rather than as a module we can read, so reading your email history would mean a separate call for every record in your org. Your notes, calls, events and tasks come across, and this is on your plan before you commit.

Your notes land as Attio notes and your tasks as Attio tasks, both of which Attio has natively. Calls and events land in one activities object we create in your workspace, because Attio ships no record for an interaction at all. Keeping both kinds in one object means your history costs your plan a single slot rather than two.

Because landing them means adding an object to your workspace, and Attio allows that only from Pro upwards. It is a choice on your plan rather than a surprise. Leave them out and this migration creates nothing in your workspace at all, and your accounts, contacts, deals, notes, tasks and attachments still come across.

The stages do, the pipelines do not. Every stage your Zoho deals sit in is created on Attio's deal stage list before the load runs, so each deal arrives in the stage it was in. Attio keeps one list rather than a stage list per pipeline, so two pipelines that both have a Qualification stage arrive as one, and which pipeline a deal came from is not recoverable afterwards.

It lands in the stage that meant won, because the stage itself is what carries the meaning in Attio. Attio publishes no separate won or lost flag on a deal, so we do not invent one from a stage name. The closing date is the harder loss and it is on your plan before you pay, since an Attio deal has no close date field.

Each one becomes an Attio object of its own, with its records and the fields you use on them. That needs a Pro workspace, since Attio allows an object of your own only from Pro upwards, and the free assessment tells you how many objects your migration would add before you commit.

No. We work out what each value becomes, so nobody builds a field map. You review the plan before the migration runs. A Zoho field with no native home in Attio can be brought along as a new attribute instead of being left behind.

We run the migration and stay reachable. Connect Zoho for the free assessment and price, then Attio to complete the plan. Nothing moves until you ask.

Yes. We only read Zoho 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 Zoho gives you the exact count and price before you commit. Payment is by invoice, with no subscription.