Quick Wins

• Scope: 14 lists, 58 organization fields, 16 people fields, 105 unique status values, and thousands of records
  
  

• Time to production: 48 hours
  
  

• First attempt with Attio’s built-in importer: 80 errors, no way to pre-define status fields
  
  

• ClonePartner bespoke migration run: 0 errors, status fields fully mapped as Attio pick-lists

1. The Roadblock

The Inuka team tried Attio’s native importer first. Two issues appeared immediately:

1. Status-field inflexibility – Attio’s built-in tool treated every “Status → Stage” text as raw strings, stripping away deal-flow logic.
   
   

2. Errors – 80 validation errors on the maiden run undermined trust in the data.

2. ClonePartner’s Bespoke Playbook

1. Secure connectors activated – Inuka linked their previous CRM and Attio via single-use, encrypted links.
   
   

2. Nuanced checklist generated – ClonePartner auto-listed all 105 status values and every custom field, allowing Inuka to rename, merge, or re-type them before a single record moved.
   
   

3. Sample migration (10% of data) – The sample run let the team verify pick-lists, spot edge cases (multi-value commas), and approve field types.
   
   

4. Full migration – With sample sign-off, ClonePartner executed the bulk migration, validated counts and relationships, and provided a ready-for-use Attio workspace.

3. Why ClonePartner Beat the Built-In Importer

• Field-level control: Pre-migration pick-list mapping for every status field; absent in the default tool.
  
  

• Human oversight: A dedicated migration engineer iterated tweaks the same day.
  
  

• Predictable outcome: Errors caught at the sample stage, not after a failed import.
  
  

• Speed: Production-ready environment in 48 hours versus weeks of trial-and-error re-imports.

4. Results for Inuka

• Pipeline fidelity preserved – All 105 statuses converted to native Attio pick-lists, so dashboards and automations worked out of the box.
  
  

• Zero cleanup work – No duplicates, truncations, or missing relationships.
  
  

• Confidence restored – Gautam’s team resumed outreach and investor updates immediately after cut-over.

5. Takeaways for SaaS Teams Planning a CRM Switch

• Field-type mismatches (especially statuses) are the silent killers of reporting; solve them before you import.
  
  

• A quick sample migration surfaces 90 % of surprises without jeopardizing production data.
  
  

• Automation backed by a migration engineer eliminates blind spots that generic tools leave behind.

Native Importer vs. ClonePartner’s Bespoke Migration: Key Contrasts

1. Bespoke ‘Type’ Mapping

• Native importer: Doesn’t handle Status Fields because the source API returns everything as a drop-down value. Additionally, it’s not possible to change the Status Fields Type in bulk.
  
  

• ClonePartner: Surfaces every field before a single record moves, lets you rename, merge, re-type, or convert values into Attio-native pick-lists. All 105 of Inuka’s status values landed ready for dashboards and automations.
  
  

2. Error Management

• Native importer: Reports errors only after a run; Inuka saw 80 issues on attempt #1, then had to start over.
  
  

• ClonePartner: Runs a 10 % sandbox migration first, catching mismatches and duplicates early. Full import proceeded with zero errors.
  
  

3. Speed and Iteration

• Native importer: Trial-and-error re-imports stretch timelines by days or weeks.
  
  

• ClonePartner: Secure connectors → checklist → sample → production, all in under 48 hours.
  
  

4. Human Oversight

• Native importer: Self-serve only; support is generic.
  
  

• ClonePartner: A migration engineer owns the project end-to-end, tweaking field maps or rerunning checks the same day.
  
  

5. Outcome Confidence

• Native importer: Post-import data cleanup erodes trust and delays go-live.
  
  

• ClonePartner: Zero cleanup, dashboards work immediately, team focuses on product: not spreadsheets.
  
  

Bottom line: the built-in tool is fine for straight-line data dumps; ClonePartner is for teams who can’t afford broken status workflows, surprise errors, or drawn-out re-imports. ClonePartner deals with all the errors and enables a clean, worry-free migration experience.

Considering a move into Attio or any other CRM? ClonePartner keeps every custom field; especially status-driven workflows intact so your team can focus on your business, not spreadsheets. Book a consultation today to migrate any SaaS tool you are using worry-free.