Zendesk Sell to Attio migration
Shuttio moves companies, people, leads and deals from Zendesk Sell into Attio, with notes and tasks. Migration into Attio with Shuttio is free at any record count. It starts with a free sample of every object you tick (5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records), so you read the result in Attio before the full run, and a rollback removes what it created.
- Can I move Zendesk Sell to Attio?
- Yes.
- What moves:
- Companies, people, leads and deals, with notes and tasks.
- What doesn't:
- Calls, meetings and emails; Products, deal line items and attachments; Lead and deal sources, and deal contacts beyond the primary one; and 4 more, each with its reason.
- Price:
- Free at any record count, the sample and the full run.
- How long:
- A free sample first, then the full run as one background job with live progress. The time depends on your record count and on Zendesk Sell's API request limits.
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- Moves
- 4 kinds of record, plus notes and tasks
- Doesn’t move
- 7 things, each with the reason
- Connect
- Zendesk Sell: An API access token, not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each Zendesk Sell object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Zendesk Sell object | Lands in | Standard fields |
|---|---|---|
| Companies | Companies |
|
| People | People |
|
| Leads | People, deals at the stage Lead, or their own object (you choose) | Fields are mapped on the Fields step |
| Deals | Deals |
|
Every other property is created as an Attio attribute and shown on the Fields step. A record matches on email (people) or domain (companies) and is updated in place, so running it twice never leaves two of anything.
Notes, tasks, meetings, calls, emails, files, owners and lists
| Kind | How it moves | What happens |
|---|---|---|
| Notes | Yes | On the record each note was attached to; an edited note updates on a later run. |
| Tasks | Yes | Linked to their records. |
| Meetings | No | Shuttio reads no meetings from Zendesk Sell. They stay there. |
| Calls | No | Shuttio reads no calls from Zendesk Sell. They stay there. |
| Emails | No | Shuttio reads no emails from Zendesk Sell. They stay there. |
| Files | No | Shuttio reads no files from Zendesk Sell. They stay there. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Zendesk Sell. They stay there. |
Deal pipelines and stages
Shuttio reads every Zendesk Sell pipeline with its stages in Sell's order. A stage in the won category is won; a stage in the lost or unqualified category is lost; every other stage is open. Each deal takes the pipeline and stage it is in. One pipeline becomes Attio's Deal stage. With two or more you choose on the Fields step: a list per pipeline, or a stage field per pipeline. Switch Pipelines off on the Options step and the names land in text fields instead.
Your own fields
| Zendesk Sell field type | Created in Attio as |
|---|---|
| Single line text, text, URL | Text |
| Number | Number |
| Date | Date |
| Checkbox | Checkbox |
| List (single choice) | Select, with the source's options |
| Multi select list | Text: the values are joined into one text value |
A field you added yourself arrives as a new Attio attribute of the type above. The Fields step lists every field before anything is written, and you can rename, skip or point a field at an attribute Attio already has.
7 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
Calls, meetings and emails
Doesn't moveShuttio does not read them for this source, so they stay in Zendesk Sell.
Products, deal line items and attachments
Doesn't moveShuttio does not read them for this source, so they stay in Zendesk Sell.
Lead and deal sources, and deal contacts beyond the primary one
Doesn't moveNot read in this build; they stay in Zendesk Sell.
Tasks attached to no record
Doesn't moveA floating task has no record to land on and stays in Zendesk Sell.
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.
Files over 50 MB and linked files
Doesn't moveFiles up to 50 MB are uploaded to the record they were attached to, when the Attio connection has the file scope (an older connection is asked to reconnect). A larger file, and an entry that is a link rather than a file, is listed on the run as a failed row and not copied.
Goals, invoices, payments, carts and other commerce or admin records
Doesn't moveThey track billing and internal targets rather than customer relationships, and Attio has no object shaped for them. Pipelines and stages already arrive as each deal's status.
How the move runs
- 1
Source
Choose Zendesk Sell as the source and Attio as the destination.
- 2
Connect
Zendesk Sell: An API access token, not a sign-in. Create one in Sell under Settings, Integrations, API and paste it; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes. Attio: sign in with Attio (OAuth).
- 3
Options
Up to five switches decide which kinds of data the next steps offer, such as custom fields, lists and custom objects. Nothing is written yet.
- 4
Objects
Tick what to move. Each row shows where the object lands in Attio.
- 5
Fields
Rename a field, skip it, or point it at a field that exists. When a field goes into an existing field, the step warns you that values on matched records are overwritten, and counts the fields concerned.
- 6
Filters
Limit which records move, per object. Filters do not change the price.
- 7
Import
A free sample runs first: 5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records. A deal in the sample still finds its company, because every object takes the records linked to the ones already picked. Lists and files move with the full migration. You open the result in Attio, then run the full migration. It is free. Pause, resume and cancel work while it runs. The Records tab lists every source record as moved, updated, skipped or failed, with the reason, and downloads as a CSV. Move new records brings over the records created in Zendesk Sell after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Zendesk Sell to Attio with Shuttio or by hand
Attio's own Migrate CRM flow runs Import2, which is free too. Import2 brings notes and tasks, turns calls into notes and does not import meetings or emails; its undo leaves the pipelines, stages and fields it created until their support resets them. Shuttio moves meetings, calls and logged emails (from HubSpot and Pipedrive) onto the right records, rolls back every record, attribute and option it created, and after the full run moves the records created in the source since it started. The full row-by-row comparison is at shuttio.com/vs/import2. Against a manual CSV export: a CSV is one object per file and a record export has no notes, tasks or meetings in it, so a deal's company is a column you match by hand and its notes, tasks and meetings are not in the file. Shuttio reads Zendesk Sell through its API, creates records first and links them second, matches records already in Attio instead of duplicating them, and lists every record's outcome. If you only need one object's fields and no history, a CSV import is enough, and Shuttio runs those free into Attio too.
Questions
How much does a Zendesk Sell to Attio migration cost?
Free at any record count. The sample, the full run, Retry and rollback cost nothing. Attio is the destination, so there is no per-record price. Attio's own Migrate CRM flow runs Import2, which is free too. Import2 brings notes and tasks, turns calls into notes and does not import meetings or emails; its undo leaves the pipelines, stages and fields it created until their support resets them. Shuttio moves meetings, calls and logged emails (from HubSpot and Pipedrive) onto the right records, rolls back every record, attribute and option it created, and after the full run moves the records created in the source since it started. The full row-by-row comparison is at shuttio.com/vs/import2.
What does the free sample move?
5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records. Lists and files move with the full migration. It is a real write into Attio, so it can be rolled back.
What does not move from Zendesk Sell to Attio?
Calls, meetings and emails; Products, deal line items and attachments; Lead and deal sources, and deal contacts beyond the primary one; Tasks attached to no record; and 3 more. Each has a reason on this page.
Can I undo the migration?
Yes. Rollback deletes the records, notes, tasks, meetings, files and list entries that the sample or the full run created, in reverse order, from a ledger. A record that already existed in Attio and was updated in place stays, and the values it overwrote are not restored; the Fields step warns you before the run.
Does it change anything in Zendesk Sell, and what about records created while I migrate?
Shuttio only reads from Zendesk Sell. It never writes to it. After the full run, Move new records moves the records created in Zendesk Sell after the migration started. Edits to records already moved are not copied.
What does it need from Zendesk Sell, and how long does it take?
An API access token from Settings, Integrations, API. Shuttio checks it before it saves anything, reads 100 records a request at a gentle pace and pauses the run, to resume where it stopped, if Zendesk Sell throttles the account. It reads leads, contacts and organizations, deals with their pipelines and stages, custom fields, notes and tasks, and the team's users (to match owners by email). Shuttio deletes the token 14 days after the migration finishes.
Move Zendesk Sell to Attio in a free sample first.
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.