IMPORTS & DATA OPS
Import Attio to another CRM without flattening it
One click moves the whole workspace: schema, members, records, pipelines, lists, notes, tasks, and comments, keyed on Attio ids so a re-run never duplicates. Pipedrive with owner mapping, Outlook sync, and a chunked CSV wizard cover everyone else.
Switching in
To import Attio to another CRM, most tools hand you a CSV kit. Ishara asks for one API key.
The reason teams stay on a CRM they have outgrown is rarely love; it is the dread of rebuilding the workspace by hand. Ishara's Attio import takes the whole thing in one click: you create a read-scoped API key in Attio's developer settings, paste it, and the import moves your schema, workspace members, records for every object, pipelines, lists, notes, tasks, and comments. Custom objects arrive as custom objects, not as rows flattened into somebody else's shape.
- A preview counts everything first (records per object, lists, members, notes, tasks) before a single row is written
- The import runs in phases, schema first, and shows you the plan as it executes
- Every record keys on its Attio id, so re-running the import never duplicates, and a toggle decides whether re-runs update existing records or only add new ones
Other doors in
Pipedrive, Outlook, and the CSV nobody else will take.
Not everyone arrives from Attio. The other common starting points get first-class paths too.
Pipedrive, owners included
The Pipedrive connector syncs your data and maps Pipedrive users to workspace members by email, so records keep their real owners. Anything owned by an unmatched user falls back to the person who connected, visibly, instead of landing ownerless.
Outlook: mail, calendar, contacts
Outlook sync brings mail, calendar, and contacts into the workspace, so conversations thread onto records from day one. Gmail is covered too; the email page has the full two-way story.
CSV in bounded chunks
The CSV wizard maps columns before anything is written, then imports in bounded chunks, so a large file survives instead of dying as one giant transaction. A failed chunk is a small, visible problem, not a corrupted half-import.
Enrichment answers from a local directory first, and asks permission to write
Imported records arrive with gaps: missing logos, missing domains, missing firmographics. Ishara's enrichment chain fills them in a deliberate order. A local directory of roughly 743,000 brands answers first, instantly and free. Only what it cannot answer escalates outward, to Logo.dev, then Brandfetch, then Apollo.
More important than the order is the write policy. Enrichment does not get a free pen: workspace policy decides whether a provider may write directly or must suggest into a review queue, where a human accepts or rejects each value. And every stored value carries its provenance (user, import, automation, formula, AI, enrichment, system), so an enriched field never masquerades as something a person typed.
Worked example: a switching week
Monday: create a read-scoped API key in Attio and paste it. The preview counts 3 objects, 4,120 records, 9 lists, 6 members, 1,340 notes, and 780 tasks. The import runs phase by phase, schema first. Tuesday: connect Pipedrive; 5 of 6 users match workspace members by email, and the sixth user's records fall back to you, labelled. Wednesday: a 60,000-row CSV goes through the wizard in bounded chunks. Thursday: enrichment fills logos and domains from the local directory for free, and the misses come back as suggestions in the review queue. Friday: exact-match dedupe surfaces the overlap between the three sources, and merge folds each pair into one record. Rows re-typed by hand all week: zero.
Three honest boundaries. First, the Attio import reads through an API key you create and can revoke; Ishara asks for read scopes, not the keys to your old workspace. Second, dedupe is exact-match by design: it merges what it can prove and does not guess, because a fuzzy merge that guesses wrong is worse than a duplicate. Third, destructive operations are slowed down on purpose: deletes go to a trash with a retention window, every bulk delete states the exact count before you confirm it, and destructive actions come with undo. The audit trail records the rest.
Once the data is in, it lands on the object kernel, flows through your pipelines, and becomes fair game for automations. If you are still weighing the switch itself, the Ishara vs Attio and Ishara vs Pipedrive comparisons are deliberately honest about where each side wins. Or skip ahead: open the app, paste a key, and watch the preview count your workspace.
Frequently asked questions
How do I import Attio to another CRM with Ishara?
Create an API key in Attio's developer settings with read scopes and paste it into Ishara. A preview counts your records per object, lists, members, notes, and tasks before anything is written, then the import runs in phases, schema first, bringing over members, records, pipelines, lists, notes, tasks, and comments. Custom objects stay custom objects.
Will re-running the Attio import create duplicates?
No. Every imported record keys on its Attio id, so re-running the import never duplicates. A toggle controls what a re-run does with records that already exist: re-apply the current Attio values, or only add records that are new.
Can enrichment overwrite data my team entered?
Only if your workspace policy allows it. The chain tries a local directory of roughly 743,000 brands first, free, then Logo.dev, Brandfetch, and Apollo, and each write is governed by policy, including suggest-into-review, where a human accepts or rejects every proposed value. Every stored value is provenance-tagged, so enriched data never masquerades as typed data.
What happens if an import goes wrong?
Deletes go to a trash with a retention window rather than disappearing, every bulk delete states the exact record count before you confirm, destructive actions come with undo, and the audit trail records who did what. Dedupe is exact-match and merge-based, so cleanup is provable rather than guessed.
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