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Attio
Attio logo
Expert

Attio migration.

Attio migrations from HubSpot, Salesforce or anywhere else. We move teams onto Attio cleanly — with the data & relations intact.

Attio migrations
What it is

Attio migrations that set the system up properly, not just move records from one place to another.

Attio migrations are becoming a bigger part of our work. Teams move to Attio because they want a cleaner, more flexible way to manage relationships, so the migration is the right time to make sure the setup is useful & built around how the team actually works. We do not just copy everything across. We shape the new workspace first, then move the right data into it.

Most of our Attio migrations are for property & home-related businesses that have chosen Attio after using HubSpot, Salesforce or Pipedrive. We bring across what still matters & leave behind what no longer helps.

If you are thinking about moving to Attio yourself using CSV exports, there is a real trade-off. Attio works best when the setup has been thought through before anything is imported. A careful migration can make the system easier to use for years. A rushed import can make it messy from day one.

Sources

Systems we migrate from into Attio.

We move teams onto Attio from a wide range of CRMs, service tools, & spreadsheets. If yours isn’t listed below, ask — we’ve almost certainly handled it.

Act! Logo

Act!

Activecampaign logo

ActiveCampaign

Affinity logo

Affinity

Agile crm logo

Agile CRM

Amocrm logo

amoCRM

Attio logo

Attio

Base crm logo

Base CRM

Capsule logo

Capsule

Close crm logo

Close

Constant contact logo

Constant Contact

Kit logo

Kit (ConvertKit)

Coperniq logo

Coperniq

Copper logo

Copper

Firmao logo

FirmaO CRM

Folk logo

folk

Fowcrm logo

FowCRM

Freshworks logo

Freshsales

Highlevel logo

HighLevel

Highrise logo

Highrise

Hubspot logo

HubSpot

Insightly logo

Insightly

Keap logo

Keap

Klaviyo logo

Klaviyo

Less annoying crm logo

Less Annoying CRM

Kommo logo

Kommo

Mailchimp logo

MailChimp

Monday. Com logo

Monday Sales CRM

Mri software logo

MRI

Microsoft dynamics 365 logo

MS Dynamics

Nimble logo

Nimble

Nutshell logo

Nutshell

Onepage logo

OnePage CRM

Parma logo

Parma

Pipedrive logo

Pipedrive

Pipeline logo

Pipeline

Reapit logo

Reapit

Redtail logo

Redtail

Salesforce logo

Salesforce

Solve logo

Solve

Streak logo

Streak

Sugar logo

SugarCRM

Suite crm logo

SuiteCRM

Vtiger logo

Vtiger

Wealthbox logo

Wealthbox

Yardi logo

Yardi

Zendesk logo

Zendesk

Zoho logo

Zoho

Excel logo

Excel

Csv logo

CSV

Others

Others

Who it's for

Is an Attio migration right for you?

We work best in these kinds of situations. If you recognise yourself here, we’ll likely be a fit.

From HubSpot

Teams moving from HubSpot to Attio

You’re switching to Attio for the speed & flexibility. We carry across the contacts, deals & engagement data you actually use.

From legacy

Teams moving from older or sector-specific CRMs

Pipedrive, Salesforce, sector-specific tools or a custom-built CRM that has run its course. We translate the data model into Attio’s.

From spreadsheets

Teams upgrading from spreadsheets to Attio

Attio is a great upgrade from spreadsheets. We help you shape the data you have into something that scales your business.

How Attio migration works

A process that earns its place.

Every Attio migration engagement follows the same general process. We adapt to suit the nuance of the project, but the process stays the same.
01

Scope

We connect your source & destination & assess the data architecture in each.

02

Map

Every object, every field, every association & every timestamp accounted for.

03

Test

We migrate 10% of your data first as a dry run. We then validate & refine.

04

Migrate

Once approved, we schedule the full migration for the least disruptive time.

Why us

Quality over quantity, on every Attio migration engagement.

A few deliberate choices shape how we work & how every engagement runs.

01 / 04

The person who scopes the work with you does the work

Every Attio migration engagement is run end-to-end by a senior consultant. No discovery calls from a salesperson, then a hand-off to someone you haven’t met. The depth of expertise shows up in the build, the trade-offs & the tone of the conversation.

02 / 04

Certified Attio Expert with direct access when it counts

Expert status gives us a direct line to Attio’s product & support teams, which we use to unblock technical questions & escalate issues quickly. It’s a genuine advantage on complex builds — & one we put to work for clients. Ask for references on our intro call.

03 / 04

Real estate industry context that most agencies don't have

A good chunk of our work is for property businesses — developers, agencies, BTR operators — & the firms supplying them (construction, fit-out, home services, proptech). We know the lingo, the data model & the regulatory nuances, so we won’t make you explain trivial details.

04 / 04

Experienced judgement on what to migrate & what not to migrate

Migrating to Attio isn’t about moving everything, which means most projects involve deciding what to leave behind as often as what to bring across. We push back on hauling over stale data & dead records that’ll clutter your new setup, & focus on migrating only what earns its place. 

Proof

Attio migrations in the real world

A few Attio migration projects across our client base.

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FAQs

Attio migration: common questions.

Not seeing your question? Ask it directly — we’ll usually answer the same day.

What is an Attio migration?

An Attio migration is the work of moving your data from another CRM (or spreadsheet) into Attio — modelling the destination workspace properly first, then importing your records with relations & history preserved.

How much does an Attio migration cost?

Most of our Attio migrations fall between £1,500 & £5,000 as a fixed fee, depending on data volume, source complexity & how many objects need migrating. We quote on scope, after a short audit of the source system.

How long does an Attio migration take?

Not long — one to two weeks typically. Smaller migrations (one object, modest volume) can be done very quickly; larger ones with custom objects, attachments & engagement history can run longer due to more testing & approvals.

Will we lose data, history or reporting continuity?

Whenever you’re migrating data there’s always a risk that some data won’t be transferrable. But if we plan it carefully then asociations, ownership, timestamps & engagement events can almost always be preserved with the right approach. We design the migration around what your reports need to keep showing.

Should we move all our data to Attio, or just a slice?

Often the right answer is just a slice. Migrations are a great chance to leave behind dead records, outdated workflows & properties nobody used. We help you choose what to carry & what to archive.

Can you migrate from HubSpot to Attio?

Yes, you can. We’ve built repeatable patterns for the HubSpot-to-Attio object mapping, & the migration itself is usually straightforward as a result.

Expert
Attio icon

Ready to start your Attio migration engagement?

Bring us your data, your goals or a specific system you’re trying to move off. We’ll build a migration plan that brings across what matters.