Context
Plezi is a B2B marketing automation platform. After transitioning to Attio CRM, their team faced a technical hurdle: migrating large volumes of legacy data — including historical tasks, notes, and custom objects — into the new system. Attio does not provide native support for importing these elements at scale.
The Challenge
Plezi’s team had already successfully set up their Attio CRM, but needed expert help for:
Importing legacy data that included time-stamped activities and structured notes
Preserving task history and linking records between objects
Navigating the Attio API with custom scripts to ensure clean, structured integration
Our Approach
1. Discovery & Schema Mapping
We began with a technical audit of the existing legacy data:
Reviewed CSV exports and historical task systems
Mapped relationships between objects (e.g., Contacts ↔ Tasks ↔ Notes)
Defined the import structure compatible with Attio’s object model
2. Scripted API Integration
We developed a custom Python script using Attio’s Public API to:
Recreate tasks and notes with metadata (timestamps, tags, authorship)
Associate each task/note to the correct Contact or Company
Automate bulk import while ensuring data consistency and avoiding duplicates
3. Handoff & Documentation
We delivered:
A reusable import script with config file
Step-by-step guide for their team to rerun future migrations
A short training session on how to adapt it to future use cases
Results
All historical CRM data successfully imported into Attio
Legacy activities linked and searchable within the new CRM
No need for ongoing manual re-entry or spreadsheet work
Empowered internal teams to continue scaling the CRM independently
Why This Matters
For technical RevOps and Marketing Ops teams transitioning to Attio, migrating legacy data is often a blind spot. At Novlini, we help you unlock the full value of Attio by ensuring that no past insight is lost — and by automating the heavy lifting using clean, reusable scripts tailored to your data.