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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.

How-to — task-oriented recipe.
Used In: CRM Migration Training Prerequisites: Attio account access, data export permissions Procedural Content: Migration workflow - Review Attio’s “Exporting data from Attio” documentation → export as CSV file → If notes: follow “How to import notes into Affinity” guide → If people/organizations/opportunities: open CSV → follow two-step process: (1) “Cleaning up your data before importing into Affinity” guide for data preparation, (2) “How to import your data into Affinity” guide for actual import execution. Limitations: Minimal guidance - Article provides only reference links without Affinity-specific instructions; users must navigate 3-4 separate articles to complete migration. No field mapping documentation - Doesn’t explain how Attio fields map to Affinity fields; users must infer or guess creating data loss risk for unmapped custom fields. No migration planning - Missing guidance on what to export first, data volume limits, or phased migration strategies for large datasets. Validation absence - No instructions for verifying export completeness or post-import data accuracy checks. No troubleshooting - If import fails or data appears incorrect, no diagnostic steps provided requiring support ticket. Relationship data unclear - Doesn’t address if Attio relationship/connection data exports or if lost during migration requiring rebuild in Affinity. Curriculum Use: Migration training: “Attio to Affinity Data Transfer” (20-30 min). Learning objective - successfully export Attio data and import into Affinity with minimal data loss. Scenario 1: Basic migration - Startup switching from Attio → exports 200 contacts CSV → follows cleaning guide → imports to Affinity → 180 import successfully, 20 fail validation → learns to review error messages and correct data format. Scenario 2: Notes preservation - User exports Attio notes separately → imports via notes import guide → notes appear in Affinity but disconnected from contacts → realizes must manually associate notes to entities post-import → learns notes import limitations vs automated association. Success criteria: Users successfully export Attio data as CSV, complete data cleaning following Affinity format requirements, import without critical data loss, validate entity counts match between systems. Integration Points: Attio CRM platform, CSV export/import, Data cleaning workflows, Notes import, People/organizations/opportunities import, Data migration tools