OnePageCRM to Attio migration
Shuttio moves companies, contacts and deals from OnePageCRM 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 OnePageCRM to Attio?
- Yes.
- What moves:
- Companies, contacts and deals, with notes and tasks.
- What doesn't:
- Company and deal custom fields; Calls, meetings, deal items and attachments; Emails and the action stream's history; 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 OnePageCRM's API request limits.
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- Moves
- 3 kinds of record, plus notes and tasks
- Doesn’t move
- 7 things, each with the reason
- Connect
- OnePageCRM: A User ID and an API key, not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each OnePageCRM object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| OnePageCRM object | Lands in | Standard fields |
|---|---|---|
| Companies | Companies |
|
| Contacts | People |
|
| 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 OnePageCRM. They stay there. |
| Calls | No | Shuttio reads no calls from OnePageCRM. They stay there. |
| Emails | No | Shuttio reads no emails from OnePageCRM. They stay there. |
| Files | No | Shuttio reads no files from OnePageCRM. They stay there. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from OnePageCRM. They stay there. |
Deal pipelines and stages
Shuttio reads every OnePageCRM pipeline with its numbered stages in order. A pending deal takes the stage it is in; OnePageCRM keeps won and lost in a deal's status, so Shuttio adds a Won and a Lost stage to each pipeline for the deals that closed. 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
| OnePageCRM field type | Created in Attio as |
|---|---|
| Single and multi line text, external id | Text |
| Date, anniversary | Date |
| Number | Number |
| Select box | Select, with the source's options |
| Multiple choice | 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.
Company and deal custom fields
Doesn't moveOnePageCRM keeps them on separate field lists that Shuttio does not read in this build; they stay in OnePageCRM.
Calls, meetings, deal items and attachments
Doesn't moveShuttio does not read them for this source, so they stay in OnePageCRM.
Emails and the action stream's history
Doesn't moveThis is a CRM move: only the contact records, notes and actions are read.
Notes and actions attached to no contact
Doesn't moveA note or action with no contact or deal has no record to land on and stays in OnePageCRM.
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 OnePageCRM as the source and Attio as the destination.
- 2
Connect
OnePageCRM: A User ID and an API key, not a sign-in. Paste both from Settings, API; Shuttio checks them before saving anything and deletes the key 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 OnePageCRM after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
OnePageCRM 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 OnePageCRM 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 OnePageCRM 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 OnePageCRM to Attio?
Company and deal custom fields; Calls, meetings, deal items and attachments; Emails and the action stream's history; Notes and actions attached to no contact; 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 OnePageCRM, and what about records created while I migrate?
Shuttio only reads from OnePageCRM. It never writes to it. After the full run, Move new records moves the records created in OnePageCRM after the migration started. Edits to records already moved are not copied.
What does it need from OnePageCRM, and how long does it take?
Your User ID and API key, both from Settings, API. Shuttio checks the pair before it saves anything, reads 100 records a request at a gentle pace and pauses the run, to resume where it stopped, if OnePageCRM throttles the account. It reads contacts, companies, deals with their pipelines and stages, contact custom fields, notes and actions, and the team's users (to match owners by email). Shuttio deletes the key 14 days after the migration finishes.
Move OnePageCRM 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.