Vtiger to Attio migration
Shuttio moves organizations, contacts, leads, opportunities, products, tickets and projects from Vtiger into Attio, with notes, tasks, meetings, calls and emails. 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 Vtiger to Attio?
- Yes.
- What moves:
- Organizations, contacts, leads, opportunities, products, tickets and projects, with notes, tasks, meetings, calls and emails.
- What doesn't:
- Request pace; Documents and attachments; Quotes, orders and invoices; 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 Vtiger's API request limits.
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- Moves
- 7 kinds of record, plus notes, tasks, meetings, calls and emails
- Doesn’t move
- 10 things, each with the reason
- Connect
- Vtiger: Your Vtiger address, your user name and your access key (My Preferences, Access Key), not a sign-in. Attio: OAuth
- Price
- Free at any record count
Where each Vtiger object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Vtiger object | Lands in | Standard fields |
|---|---|---|
| Organizations | Companies |
|
| Contacts | People |
|
| Leads | People, deals at the stage Lead, or their own object (you choose) | Fields are mapped on the Fields step |
| Opportunities | Deals |
|
| Products | Its own object, or the one you already have with that name |
|
| Tickets | 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 |
|
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 | Events whose type is Call or Mobile Call, with their time, length, status and notes (Vtiger stores no direction). Into Attio's Phone calls, or a note when the workspace has not allowed activities or the call has no migrated person. Calls attached only to a lead, project or ticket are not moved. |
| 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 | No | Shuttio does not read Vtiger documents or attachments for this source. They stay in Vtiger. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Vtiger. |
Deal pipelines and stages
Vtiger has one sales pipeline: the Sales Stage list. Shuttio reads its stages in Vtiger's order; Closed Won carries over as won and Closed Lost as lost, and each opportunity takes the 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
| Vtiger field type | Created in Attio as |
|---|---|
| Text, text area | Text |
| Integer, decimal, percent | Number |
| Currency | Currency |
| Date | Date |
| Date and time | Date and time |
| Checkbox | Checkbox |
| Picklist | Select, with the source's options |
| Multi-select picklist | Text: the values are joined into one text value |
| Email, phone, URL | Email address |
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.
Request pace
Doesn't moveVtiger Cloud counts API calls per day by edition and publishes no per-second limit. Shuttio keeps to three requests at a time, backs off when Vtiger says it is limiting, and pauses the run, to resume where it stopped, when the waits run out.
Documents and attachments
Doesn't moveShuttio reads no documents or file attachments from Vtiger, the ones on emails included. They stay there.
Quotes, orders and invoices
Doesn't moveQuotes, sales orders, purchase orders and invoices are not moved.
Ticket comments
Doesn't moveA ticket's comments are carried only into Odoo Helpdesk, where they are notes on the ticket. Attio has no place for them yet.
Project tasks
Doesn't moveA project's tasks are carried only into Odoo's Project app.
Activity that is not on an organization, contact or opportunity
Doesn't moveA comment, task or event attached only to a lead, project or ticket has no migrated record to attach to and is not moved.
Records outside your reach
Doesn't moveThe API shows only what the user may see. Use 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 Vtiger as the source and Attio as the destination.
- 2
Connect both ends
Vtiger: Your Vtiger address, your user name and your access key (My Preferences, Access Key), not a sign-in. Shuttio checks them before saving anything and deletes the key 14 days after the migration finishes. Vtiger Cloud and self-hosted Vtiger 7 and 8, over https. 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 Vtiger after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Vtiger 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 Vtiger 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 Vtiger 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 Vtiger to Attio?
Request pace; Documents and attachments; Quotes, orders and invoices; Ticket comments; 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 Vtiger, and what about records created while I migrate?
Shuttio only reads from Vtiger. It never writes to it. After the full run, Move new records moves the records created in Vtiger after the migration started. Edits to records already moved are not copied.
What does it need from Vtiger, and how long does it take?
Your Vtiger address (Vtiger Cloud or your own server over https), your user name and the access key under My Preferences. The key sees only what its user sees, so use a user who sees everything you want to move. Vtiger Cloud counts API calls per day by edition and returns at most 100 records a request, so a large account takes hours and can pause, to resume where it stopped, when the day's allowance is used up. The key is stored encrypted and deleted 14 days after the migration finishes.
Move Vtiger 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.