A large enterprise venture firm: Affinity-to-Attio lift-and-shift migration

In one line. 80x ran a large enterprise venture firm's Affinity-to-Attio migration, 106 lists in scope, phased from a first tranche of FX lists, as a lift-and-shift with manually rebuilt views.

Client & context

A large enterprise venture firm ran its CRM on Affinity, with 106 lists spread across teams. The move to Attio was an $11,500 project, run in phases so teams could cut over without losing pipeline visibility mid-flight.

The problem

Enterprise Affinity instances need careful handling to move well. Lists were exported one at a time against a fixed naming convention. Attio has no API for recreating views, so every dashboard view had to be rebuilt by hand. Enriched fields, headcount, employee count, investment stage, location, needed verification rather than trust.

What we built

• A lift-and-shift migration of 25 lists from Affinity to Attio, phased starting with the FX lists (19 scoped of 106 total).
• Manual recreation of ~15 dashboard views.
• Enriched-field verification across headcount, employee count, stage, and location.
• A phased cutover plan with QA windows, targeting a single Monday for full cutover.
• A Loom SOP for the CSV export/clean/upload process, plus post-migration attribute cleanup and workflow views.

How we did it

80x did 4+ hours of manual setup, rebuilding pinned views for the demo, mapping and validating fields, and setting Affinity status orders. With no API for views, each was recreated by hand. During QA the team used temporary list-level attributes to compare Affinity against Attio side by side, confirming the mapping, with extra verification applied to people records. The export process was written up as a Loom SOP and handed to an operations lead, who ran the per-list CSV export/clean/upload against a fixed naming convention. Cutover was staged: the lead team's pipeline first, team QA Thursday-Friday, remaining lists over the weekend, full cutover the following Monday.

Outcome

• The core migration was completed in roughly 25-30 hours of hands-on work, against the $11,500 project value.
• Full Attio cutover was targeted for a single Monday.
• The firm reported strong internal adoption.
• 80x quoted $3k/month for optional continued support.

Takeaway: 106 lists scoped, phased from the FX tranche, and cut over in roughly 25-30 hours of hands-on work, with strong internal adoption and progress signed off along the way.