Migrating from Attio (Portage)

    Migration Guide

    Connect Attio and use Lumenbase Portage in Data Hub to import companies, people, deals, and notes with guided scan and rollback.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 4, 20266 min read

    Start Attio migration

    Overview

    Use Lumenbase Portage to move an Attio workspace into Lumenbase: companies, people, deals, and notes. The flow lives in System Operations → Data Hub → Lumenbase Portage, where you paste your Attio API token inline — no separate Integrations step needed.

    See the Lumenbase Portage hub for the shared wizard steps, background jobs, and rollback behavior.

    Before you start

    1. Create an Attio API token with read access to the objects you plan to migrate (companies, people, deals, notes).
    2. Paste your Attio API token when the Portage wizard asks, and confirm the workspace name matches your source org.
    3. Plan owner mapping: Attio workspace members are matched to Lumenbase users in the Configure step.
    Attio deals import into a default pipeline in Lumenbase when Attio does not expose Pipedrive-style pipeline metadata. Review deal stages after import and adjust pipelines if needed.

    Wizard steps

    1

    Scan

    Portage counts companies, people, deals, and notes in your Attio workspace (read-only).
    2

    Configure

    Select entity types and map Attio members to Lumenbase owners.
    3

    Preview

    Confirm record counts before starting the import batch job.
    4

    Import

    Records land in dependency order with provenance for rollback. Large jobs can continue in the background.
    5

    Summary

    Review imported counts or roll back the session if you need a clean retry.

    Quick reference

    Hub: Data Hub → Lumenbase Portage → Attio
    Connection: Pasted in the Portage wizard (API token)
    Entities: Companies, contacts, deals, notes
    Related: Portage hub, CSV import

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