Copper to Attio migration
Shuttio moves companies, people, leads, opportunities and projects from Copper into Attio, with notes, tasks, meetings and calls. 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 Copper to Attio?
- Yes.
- What moves:
- Companies, people, leads, opportunities and projects, with notes, tasks, meetings and calls.
- What doesn't:
- The request limit; Length, direction and outcome of a call; Activities on projects and tasks; and 7 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 Copper's API request limits.
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- Moves
- 5 kinds of record, plus notes, tasks, meetings and calls
- Doesn’t move
- 10 things, each with the reason
- Connect
- Copper: An API key, not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each Copper object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Copper 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 |
| Opportunities | Deals |
|
| Projects | Its own object, or the one you already have with that name |
|
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 | Activities of the type Phone Call, and any call type the account added, with their date and text. Copper logs no length, direction or outcome, so none is shown. Into Attio's Phone calls, or a note when the workspace has not allowed activities or the call has no migrated person. |
| Emails | No | Shuttio reads no emails from Copper. |
| Files | No | Shuttio does not read Copper files for this source. Files stay in Copper. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Copper. |
Deal pipelines and stages
Shuttio reads every Copper opportunity pipeline with its stages in Copper's order. Copper keeps won and lost in an opportunity's status, not in a stage: Won and Lost carry over as the outcome, Abandoned lands as lost, and each opportunity 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
| Copper field type | Created in Attio as |
|---|---|
| String or Text | Text |
| Float or Percentage | Number |
| Currency | Currency |
| Date | Date |
| Checkbox | Checkbox |
| Dropdown | Select, with the source's options |
| MultiSelect | Text: the values are joined into one text value |
| URL | Text: a URL attribute cannot be created through Attio's API |
| Connect | 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.
10 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
The request limit
Doesn't moveCopper allows 180 API requests a minute. A large account takes a while: Shuttio waits when the minute is used, and pauses the run, to resume where it stopped, when Copper keeps refusing.
Length, direction and outcome of a call
Doesn't moveA Copper activity carries a date and a text and no call length, direction or result, so a call arrives with its date and its text only.
Activities on projects and tasks
Doesn't moveA note, call or task attached to a project or to another task has no slot to land in. It is left out and counted in the run's report.
Files and attachments
Doesn't moveShuttio does not read them for this source. Files stay in Copper.
Field history and stage changes
Doesn't moveShuttio reads each field's current value. Copper's Property Changed and Pipeline Stage Changed entries are its audit trail, not activity, so they do not move.
Participants of a meeting
Doesn't moveA meeting is written with its title as the only participant, so no new people are created.
Records outside your reach
Doesn't moveCopper shows a key only the records its user may see. Connect with a user who sees everything 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 Copper as the source and Attio as the destination.
- 2
Connect both ends
Copper: An API key, not a sign-in. Paste the key from System settings, API Keys and the email of the user who made it; 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 Copper after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Copper 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 Copper 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 Copper 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 Copper to Attio?
The request limit; Length, direction and outcome of a call; Activities on projects and tasks; Files and attachments; and 6 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 Copper, and what about records created while I migrate?
Shuttio only reads from Copper. It never writes to it. After the full run, Move new records moves the records created in Copper after the migration started. Edits to records already moved are not copied.
What does it need from Copper, and how long does it take?
An API key from System settings, API Keys, and the email of the user who made it. The key sees only the records that user may see, so use a user who sees everything you want to move. Copper allows 180 API requests a minute: Shuttio reads 200 records a request, waits when the minute is used and pauses the run, to resume where it stopped, if Copper keeps refusing. The key is stored encrypted and deleted 14 days after the migration finishes.
Move Copper 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.