Pipedrive to Attio migration
Shuttio moves persons, organizations, deals, products, deal products, projects and leads from Pipedrive into Attio, with notes, tasks, meetings, calls, emails, files and lists. 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 Pipedrive to Attio?
- Yes.
- What moves:
- Persons, organizations, deals, products, deal products, projects and leads, with notes, tasks, meetings, calls, emails, files and lists.
- What doesn't:
- Custom objects; Field history; A record count before the run starts; and 3 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 Pipedrive's API request limits.
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- Moves
- 7 kinds of record, plus notes, tasks, meetings, calls, emails, files and lists
- Doesn’t move
- 6 things, each with the reason
- Connect
- Pipedrive: OAuth. Attio: OAuth
- Price
- Free at any record count
Where each Pipedrive object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Pipedrive object | Lands in | Standard fields |
|---|---|---|
| Persons | People |
|
| Organizations | Companies |
|
| Deals | Deals |
|
| Products | Its own object, or the one you already have with that name |
|
| Deal products | Its own object, or the one you already have with that name |
|
| Projects | Its own object, or the one you already have with that name |
|
| Leads | People, deals at the stage Lead, or their own object (you choose) | Fields are mapped on the Fields step |
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 | Yes | Saved filters arrive as a snapshot of the records matching them, with their conditions written out as text. |
Deal pipelines and stages
Pipedrive keeps won and lost in a deal's status, not in a stage, so Shuttio reads the status as the outcome and the stage as the stage. 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
| Pipedrive field type | Created in Attio as |
|---|---|
| Text | Text |
| Number (integer or decimal) | Number |
| Monetary | Currency |
| Single option | Select, with the source's options |
| Multiple options | Text: the values are joined into one text value |
| Date | Date |
| Phone | Phone number |
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.
6 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
Custom objects
Doesn't movePipedrive does not have them. It has custom fields on its fixed entities, and those all migrate. This is a ceiling in Pipedrive, not a gap here.
Field history
Doesn't movePipedrive's changelog is per-record rather than per-field, so there is no bulk read that could reconstruct a field's timeline honestly.
A record count before the run starts
Doesn't movePipedrive charges a full page read for a total, so progress counts up from zero and settles on the true figure once the first pass finishes.
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 Pipedrive as the source and Attio as the destination.
- 2
Connect both ends
Pipedrive: OAuth. Company-scoped, so the migration reads only the company you picked. 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 Pipedrive after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Pipedrive 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 Pipedrive 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 Pipedrive 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 Pipedrive to Attio?
Custom objects; Field history; A record count before the run starts; Emails, unless you tick them; and 2 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 Pipedrive, and what about records created while I migrate?
Shuttio only reads from Pipedrive. It never writes to it. After the full run, Move new records moves the records created in Pipedrive after the migration started. Edits to records already moved are not copied.
How do Pipedrive activities arrive in Attio?
Pipedrive files meetings and to-dos through one activities endpoint. Meetings become Attio meetings and everything else becomes tasks, and the completion view names which rows went where. Pipedrive saved filters arrive as lists holding a snapshot of the matching records.
Move Pipedrive 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.