Migrate Attio to Clarify
An Attio workspace into Clarify: companies, people and deals with their fields, notes, tasks, calls and lists.
Also intoAttioOdooHubSpotPipedriveBreakcoldTwentyCapsuleHighLevelActiveCampaignZendesk Sellfolk
- Connect with
- Sign in with Attio (read-only for this move), and give Clarify's workspace slug and a Personal API key. Shuttio never writes to Attio.
- Price
- Attio: free. Others: free under 5,000 records, then from $249.
- Moves
- 9 things into Clarify, listed below
- Doesn’t move
- 4 things into Clarify, each with the reason
Where Attio data can go
Where to read what lands in each destination.
| Destination | Page |
|---|---|
| Attio | Help: what lands in Attio |
| Clarify | What moves into Clarify |
| Odoo | Attio to Odoo field mapping |
| HubSpot | Help: what lands in HubSpot |
| Pipedrive | Help: what lands in Pipedrive |
| Breakcold | Help: what lands in Breakcold |
| Twenty | Help: what lands in Twenty |
| Capsule | Help: what lands in Capsule |
| HighLevel | Help: what lands in HighLevel |
| ActiveCampaign | Help: what lands in ActiveCampaign |
| Zendesk Sell | Pricing into Zendesk Sell |
| folk | Help: what lands in folk |
The sample is free and you see the price before the full run starts. All prices
What moves from Attio into Clarify
Each of these is written against the real API rather than a generic model, which is where the depth comes from. Import2 does not support Clarify or Odoo as a destination.
Companies, people and deals
Into Clarify's company, person and deal objects with their fields. A person's company, and a deal's company and people, are linked in a second pass.
Notes
As comments on the deal, person or company they were attached to.
Tasks
As Clarify tasks linked to their record, with the due date and the completed state. Attio assignees are not carried, so a task arrives unassigned.
Calls
Attio's phone calls, as Clarify comments on the record they were linked to, with the time, direction and length.
Other activities
The activities you added yourself, as Clarify comments titled with the activity's name. Needs the Activities API on your Attio plan.
Lists, as fields on the records
Clarify cannot add a record to a list. Each Attio list becomes a multi-select field on the records in it, and the list's entry attributes (a stage, a date) become one field per list and attribute.
And on every migration
Relationships, resolved in a second pass
Records are created first and linked second, so a deal finds its company no matter which order they arrived in. A link whose other end never made it is reported as a skipped row naming what it was waiting for.
A sample run before the real one
A connected CRM imports a sample first (5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records), you read the result, then one click runs the rest. A CSV imports in full, free, and rolls back if it is wrong.
Roll back removes what Shuttio created
Every record, note, task, meeting, file, list entry, attribute and select option this migration created is deleted or archived, in reverse order. A record it matched and updated in place stays, and the values it overwrote are not restored. Anything else in your workspace is never touched.
Move a free sample of your Attio data first (5% of your companies, contacts or deals, 10 to 1,000 records) and check it in Clarify. Nothing else is written until you approve.
Move Attio into ClarifyWhat moves from Attio into Odoo
Import2 does not support Clarify or Odoo as a destination. What each Attio object becomes depends on what Attio holds; every row below is something the Odoo writer does.
Companies and contacts
Companies and contacts go to Odoo's partners (res.partner), a contact linked to its company in a second pass. A partner is matched by domain or email and updated, not duplicated.
Deals and leads
Deals go to CRM opportunities and leads to CRM leads (when Odoo has leads switched on). Each source pipeline is recreated as a sales team with its stages in the source's order, and won and lost stages are kept.
Products
Into Odoo products (product.template), with the SKU, price and cost where the source has them.
Projects and their tasks
From Pipedrive, Insightly and Capsule, into Odoo's Project app (it must be installed). A project keeps its name, customer, manager (matched by email), dates, description and tags, with its stage when your Odoo has project stages and a tag when it does not. A task goes to its project with its stage in that project, deadline and assignee. Time sheets, files and subtasks do not move, and the Odoo app does not carry them yet.
Custom fields
A source column goes to an existing writable x_ field you pick, or to a new x_ field Shuttio creates when your key has the rights. A field Odoo refuses is named in the run summary and never fails the run.
Owners, matched by email
A record's owner becomes the Odoo salesperson with the same email. An owner with no match goes to the fallback user you choose before the run.
Notes, tasks and meetings
Notes become internal notes in the record's chatter. An open task becomes a scheduled To-Do activity; a completed one becomes a Done entry in the chatter. A meeting becomes a Calendar event when the Calendar app is installed, and a chatter note when it is not.
Emails, in the chatter
From HubSpot and Pipedrive, written as email messages in the chatter of the contact, company or opportunity they belonged to, with the sender, subject, date and body. Recipients are named in the body and are never notified. Affinity emails do not move: its API returns no email bodies.
Files, as attachments
Each file becomes an attachment on the same record, when you connect with an API key. The import package and the Odoo app do not carry files.
Three ways to write
Shuttio writes through an Odoo API key, builds an import package you load yourself, or writes through the Shuttio app installed in your Odoo. An import package is loaded by you, so Shuttio wrote nothing to your Odoo and cannot roll it back: in Odoo, filter by the tag "Migrated <date>" the package puts on its records, select all and delete. Runs through an API key and through the Odoo app roll back with Shuttio.
Source lists
Doesn't moveThe Odoo writer has no place for a CRM list or saved filter, so none is written. The members stay in the source.
Custom objects
Doesn't moveShuttio writes companies, contacts, deals, leads and products into Odoo, and projects with their tasks into its Project app. Any other object is not written, and its columns can go to x_ fields on those five.
4 things that don’t move into Clarify
Each is a ceiling in an API, not a feature we haven't written yet. You'd find them on day two, so read them now.
Custom objects
Doesn't moveOn this pair Shuttio reads Attio's companies, people and deals. A custom object in your workspace is not offered on the Objects step.
Meetings and files
Doesn't moveShuttio does not read Attio's meetings or files on this pair. Clarify builds its own meetings from the calendar you connect to it, and a file stays in Attio.
Interactions, email history and call recordings
Doesn't moveAttio computes interactions from the connected inbox and calendar, and Shuttio does not read them or the recordings. Connect the same inbox and calendar to Clarify.
Emails, unless you tick them
Doesn't moveLogged emails from HubSpot and Pipedrive land in Attio as a Logged emails activity on their records, but they start unticked: Attio's mailbox sync may already show the same mail, and with both ticked it appears twice. Without the Attio connection's activity access, each email is listed as a skipped row rather than written as a note.
Moving from somewhere else
HubSpot
Contacts, companies, deals, products, tickets and your portal's own objects — with the associations intact.
Pipedrive
Persons, organizations, deals, products and projects, and the activities you have been tracking as both meetings and tasks.
Affinity
Persons, organizations, opportunities — and the lists and fields that are where Affinity actually keeps your work.
Freshsales
Accounts, contacts, deals with their pipelines and, on older accounts, leads — with the notes, tasks, meetings and calls attached to them.
ActiveCampaign
Contacts, accounts and deals with their pipelines and stages, custom fields, notes and the tasks attached to them.
OnePageCRM
Contacts, companies and deals with their pipelines and stages, contact custom fields, notes and the actions attached to contacts.
Zendesk Sell
Leads, contacts and organizations, deals with their pipelines and stages, custom fields, notes and tasks.
Close
Leads as companies, their contacts as people, opportunities as deals with their pipelines — with the notes, tasks, meetings and calls logged on them.
folk
People, companies and the deals your groups track, with their groups and custom fields — and the notes and tasks attached to them.
Insightly
Organisations, contacts, leads, opportunities with their pipelines, projects, products and your custom objects, with custom fields — and the notes, tasks and events attached to them.
Bitrix24
Companies, contacts, leads, deals with their pipelines and stages, products and your custom fields — and the comments, tasks, meetings and calls attached to them.
Capsule
Organisations and people, opportunities with their pipelines, projects, tags and custom fields — and the notes and tasks attached to them.
HighLevel
Contacts and businesses, opportunities with their pipelines, custom fields, tags and Do Not Disturb settings, with the notes, tasks, emails and messages on each contact.
SugarCRM
Accounts and contacts, leads, opportunities with their sales stages, products, cases, projects and custom fields — and the notes, tasks, meetings and calls attached to them.
SuiteCRM
Accounts and contacts, leads, opportunities with their sales stages, products, cases, projects and custom fields — and the notes, tasks, meetings and calls attached to them.
Salesflare
Accounts and contacts, opportunities with their pipelines and stages, tags and custom fields — and the notes, tasks, meetings and calls on each account.
Vtiger
Organizations, contacts, leads, opportunities with their sales stages, products, tickets, projects and your custom fields — and the comments, tasks, events and calls attached to them.
Twenty
People, companies and opportunities with their stages, the objects and fields you added, and the notes and tasks attached to them, from Twenty Cloud or your own server.
CSV
A spreadsheet from anywhere, including the CRM that has no API worth using.
Attio
One Attio workspace into another: objects, fields, records, lists, notes, tasks, meetings and files, with every field type kept.
Trello
Boards, lists and cards out of Trello into Asana, ClickUp or Odoo's Project app, and projects from your other project tools into Trello boards. Not the files, Power-Up data or automations.
Move a Attio sample first. Then decide.
Nothing is written to your new CRM until you have reviewed the objects and fields, and every CRM migration starts as a free sample: 5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records.