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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

Concept — background and overview.
Migrate data into Affinity from your previous CRM (or spreadsheets), and export your Affinity data when you need it elsewhere.

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Topics in this section

  • Importing data into Affinity (CSV, other CRMs)
  • Importing notes
  • Exporting notes
  • Bulk-import workflows
  • CSV file format troubleshooting
  • Migrating from Salesforce, HubSpot, etc.