Move from Copper to Attio without leaving Gmail
Migrate your CRM data, restructure it into a model that actually fits your business, and keep the Gmail and Calendar sync your team relies on. No data left behind, no Google workflow broken.
Short answer
A Copper to Attio migration moves People, Companies, Opportunities, Leads, pipelines, notes, and custom fields over one to two weeks. Attio syncs Gmail and Google Calendar natively, so leaving Copper does not mean leaving Google. Migration is included in the 7-day Sprint ($2,500).
Why teams leave Copper
Copper is built to live inside Gmail, and for a small team running everything in Google Workspace that is genuinely convenient. The problem is that the same design decision fixes the ceiling.
Common reasons for switching:
- The fixed People, Companies, Opportunities, and Leads model does not fit the business
- Custom fields have been stretched to represent things that should be real objects
- Reporting cannot answer the questions leadership is asking
- The Google dependency has become a strategic risk rather than a convenience
- Per-seat cost keeps climbing while the data model stays the same
Attio gives you custom objects and relationships without giving up Gmail: email and calendar sync natively, so activity keeps logging automatically.
What we help with
Migration planning
Audit your Copper workspace: People, Companies, Opportunities, Leads, pipelines, and custom fields. Decide what moves as-is and what gets restructured into a proper data model.
Data cleanup
Clean up duplicate contacts, stale leads, and dead fields before they follow you into the new CRM. A migration is the best moment to fix years of Gmail-synced clutter.
Object and field mapping
Map Copper People, Companies, Opportunities, and Leads into Attio's flexible objects. Not a blind copy, a thoughtful restructure that finally fits how your business works.
Email and calendar sync
Set up Attio's native Gmail and Google Calendar sync so activity keeps logging automatically. Leaving Copper does not mean leaving Google, your inbox stays exactly where it is.
Workspace setup
Rebuild pipelines, views, automations, and reports in Attio so your team can work from day one, with reporting that Copper's fixed model could not give you.
Custom objects and relationships
Model the parts of your business Copper could not represent: custom objects and relationships built from scratch, so the CRM matches reality instead of a template.
The process
1. Audit
We review your Copper workspace: People, Companies, Opportunities, Leads, pipelines, custom fields, and how your team actually uses the Gmail integration.
2. Plan
We define the target structure in Attio, agree on what moves as-is, and design the custom objects and relationships Copper could not support.
3. Clean
We clean the data before export. Duplicate contacts, stale leads, abandoned fields. Only what matters carries forward into Attio.
4. Migrate
We run a sample migration first, validate the mapping, then execute the full import of People, Companies, Opportunities, pipelines, and Leads.
5. Connect
We set up Attio's native Gmail and Calendar sync and rebuild pipelines, views, reports, and automations so nothing you relied on in Copper is missing.
6. Launch
Your team gets a walkthrough, written documentation, and a support window after go-live to smooth out anything that surfaces.
FAQ
Will we lose Gmail integration?
No. Attio syncs Gmail and Google Calendar natively, so email and meetings keep logging against the right records automatically. You lose the dependency, not the inbox.
Can everything be migrated from Copper?
Core CRM data moves: People, Companies, Opportunities, Leads, pipelines, notes, activities, and custom fields. Some historical email threads depend on what Copper's export includes, and we confirm exactly what can move during the audit.
What happens to Copper's Leads object?
Attio has no separate Leads object by design. Leads usually become People with a status attribute, or a dedicated custom object if your qualification process genuinely warrants one. That decision happens during the audit.
How long does the migration take?
Most take one to two weeks. Clean data with a simple pipeline is faster. Years of Gmail-synced duplicates take longer, because cleanup is the real work.
Do we need to stop using Copper during the migration?
No. Most teams keep working in Copper until the Attio workspace is built and verified, then switch over in one move.
Will our team need training?
Attio is simpler than Copper once it is set up properly, so the learning curve is short. A walkthrough session and written documentation are included in the migration.
Not decided yet?
We compared Copper and Attio in full: data model, reporting, pricing, and the cases where Copper is still the right answer.
Ready when you are.
Two ways in. Pick the friction that fits.