Close to Attio migration
Shuttio moves leads, contacts and opportunities from Close into Attio, with notes, tasks, meetings, calls, emails and files. It 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 Close to Attio?
- Yes.
- What moves:
- Leads, contacts and opportunities, with notes, tasks, meetings, calls, emails and files.
- What doesn't:
- Rate limits; Call recordings and transcripts; Smart Views; and 8 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 Close's API request limits.
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- Moves
- 3 kinds of record, plus notes, tasks, meetings, calls, emails and files
- Doesn’t move
- 11 things, each with the reason
- Connect
- Close: An API key, not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each Close object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Close object | Lands in | Standard fields |
|---|---|---|
| Leads | Companies |
|
| Contacts | People |
|
| Opportunities | 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 | Yes | Meeting participants are carried by name only, so no new people are created. |
| Calls | Yes | Into Attio's Phone calls, with the time, length, direction, outcome and call notes. A call with no migrated person, or a workspace that has not allowed activities, becomes a note instead. |
| Emails | Yes | Logged emails land as a Logged emails activity on their records, with sender, recipients, date and body. Off by default: Attio's mailbox sync may already show the same mail. |
| Files | Yes | Files up to 50 MB, uploaded to the record they were attached to. A larger file and a link are listed as failed rows. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Close. |
Deal pipelines and stages
Shuttio reads every Close opportunity pipeline with its statuses in Close's order. A status of the type won or lost keeps that outcome (the type is Close's own), and each deal takes the pipeline and status 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
| Close field type | Created in Attio as |
|---|---|
| Text | Text |
| Number | Number |
| Date | Date |
| Date and time | Date and time |
| Choices (one) | Select, with the source's options |
| Choices (several) | Text: the values are joined into one text value |
| User or contact | Text |
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.
11 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
Rate limits
Doesn't moveClose limits requests per second for each part of its API. Shuttio waits as long as Close asks (up to a minute) and pauses the run if Close asks for more; Resume carries on.
Call recordings and transcripts
Doesn't moveA recording needs a Close session to open, so Shuttio carries the call's details, not the audio.
Smart Views
Doesn't moveA Smart View is a saved search, not a list of records, so Shuttio does not turn Smart Views into Attio lists.
Opportunity names
Doesn't moveClose opportunities have no name. A deal is called after its lead and its value, like Acme – $5,000 one time.
Automatic tasks
Doesn't moveOnly the to-dos on a lead are read. The tasks Close makes by itself for a missed call, a voicemail or an unread email are not.
Custom activities and custom objects
Doesn't moveShuttio does not read them for this source. They stay in Close.
Very large organizations
Doesn't moveClose caps how far into a list a request may skip and does not state the cap. If a list runs into it, the run says where it stopped.
Records outside your reach
Doesn't moveA key sees what its user sees. Connect with a user who sees every lead you want to move.
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
Pick the pair
Choose Close as the source and Attio as the destination.
- 2
Connect both ends
Close: An API key, not a sign-in. Paste the key from Settings, Developer, API Keys; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes. Attio: sign in with Attio (OAuth).
- 3
Choose the objects
Tick what to move. Each row shows where the object lands in Attio. Nothing is written yet.
- 4
Review every field
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.
- 5
Start the free sample
Shuttio picks the sample at random: 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.
- 6
Run the full migration
One click moves the rest, free. Pause, resume and cancel work while it runs.
- 7
Check the report, then move new records
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 Close after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Close to Attio with Shuttio or by hand
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 Close 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 Close 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.
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 Close to Attio?
Rate limits; Call recordings and transcripts; Smart Views; Opportunity names; and 7 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 Close, and what about records created while I migrate?
Shuttio only reads from Close. It never writes to it. After the full run, Move new records moves the records created in Close after the migration started. Edits to records already moved are not copied.
What does it need from Close, and how long does it take?
An API key from Settings, Developer, API Keys. The key sees only what its user sees, so use a user who sees every lead you want to move. Close limits requests per second for each part of its API: Shuttio waits as Close asks, keeps at most three requests in flight and pauses the run if Close asks for a longer wait, and you resume it. Shuttio deletes the key 14 days after the migration finishes.
Move Close 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.