Freshsales to Attio migration
Shuttio moves accounts, contacts, leads and deals from Freshsales 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 Freshsales to Attio?
- Yes.
- What moves:
- Accounts, contacts, leads and deals, with notes, tasks, meetings and calls.
- What doesn't:
- The hourly request limit; Products, documents and custom modules; Activities on leads; 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 Freshsales's API request limits.
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- Moves
- 4 kinds of record, plus notes, tasks, meetings and calls
- Doesn’t move
- 11 things, each with the reason
- Connect
- Freshsales: An API key, not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each Freshsales object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Freshsales object | Lands in | Standard fields |
|---|---|---|
| Accounts | Companies |
|
| Contacts | 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 | 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 | No | Shuttio reads no emails from Freshsales. |
| Files | No | Shuttio does not read Freshsales files for this source. Files stay in Freshsales. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Freshsales. |
Deal pipelines and stages
Shuttio reads every Freshsales deal pipeline with its stages in Freshsales' order. A stage named Won or Lost keeps that outcome (a stage with a forecast type uses the one Freshsales sends), and 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
| Freshsales field type | Created in Attio as |
|---|---|
| Text | Text |
| Number | Number |
| Currency | Currency |
| Date | Date |
| Checkbox | Checkbox |
| Dropdown | Select, with the source's options |
| Multi-select dropdown | 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.
11 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
The hourly request limit
Doesn't moveFreshsales allows 1,000 API requests an hour on the Free and Growth plans (2,000 on Pro, 5,000 on Enterprise). A large account takes hours: the run pauses when the hour is used and carries on when you resume it. Notes are the slowest to read when Freshsales will not hand them over with a list.
Products, documents and custom modules
Doesn't moveFreshsales documents no call that lists products or CPQ documents, and this build does not read custom modules, so none of them move.
Activities on leads
Doesn't moveA note, task or call attached to a lead is left out and counted in the run's report: a lead's id can equal a contact's, so it cannot be linked without guessing.
Files and attachments
Doesn't moveShuttio does not read them for this source. Files stay in Freshsales.
Views as lists
Doesn't moveA Freshsales view is a saved filter, not a list of records, so Shuttio does not turn views into Attio lists.
Field history and email history
Doesn't moveShuttio reads each field's current value, not Freshsales' timeline, and it reads no emails from Freshsales.
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 moveFreshsales shows a key only the records its user's role and territory allow. 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 Freshsales as the source and Attio as the destination.
- 2
Connect both ends
Freshsales: An API key, not a sign-in. Paste your account address and the key from Profile settings, API settings; 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 Freshsales after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Freshsales 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 Freshsales 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 Freshsales 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 Freshsales to Attio?
The hourly request limit; Products, documents and custom modules; Activities on leads; Files and attachments; 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 Freshsales, and what about records created while I migrate?
Shuttio only reads from Freshsales. It never writes to it. After the full run, Move new records moves the records created in Freshsales after the migration started. Edits to records already moved are not copied.
What does it need from Freshsales, and how long does it take?
Your account address (like acme.myfreshworks.com, or acme.freshsales.io on an older account) and the API key from Profile settings, API settings. The key sees only the records its user's role allows, so use a user who sees everything you want to move. Freshsales allows 1,000 API requests an hour on the Free and Growth plans (2,000 on Pro, 5,000 on Enterprise), so a large account takes hours: the run pauses when the hour is used, and you resume it. Notes are the slowest. Shuttio deletes the key 14 days after the migration finishes.
Move Freshsales 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.