Duplicates after a Pipedrive to Attio migration
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Pipedrive identifies organizations by name; Attio matches companies by domain. Add a domain column to the organization export before importing, pick one primary email per person, load organizations before people before deals, and turn off mailbox auto-creation until it is finished.
The structural mismatch
Most migration problems are not bugs, they are two data models disagreeing. Here the disagreement is specific and it explains nearly every duplicate you will see:
| Pipedrive | Attio | Consequence |
|---|---|---|
| Organizations identified by name; domain is optional and often empty | Companies matched on domain | Nothing to match on, so every organization row creates a record — including ones that already exist |
| Persons can hold several email addresses, one flagged primary | Matching happens on the email attribute you map | Map the wrong address and the row matches nothing, creating a second person record |
| Free-text organization names, entered by reps over years | Fuzzy matching available, but not automatic | "Acme", "Acme Ltd" and "ACME Limited" arrive as three companies |
| Deals linked to an organization and a person | Deals reference company and person records | Duplicate parents produce duplicate-looking deals; clean parents first |
Before you import
- Add a domain column to the organizations export. If Pipedrive holds a website field, derive the domain from it and normalize: lowercase, no protocol, no
www., no trailing slash. This single column is the difference between an import that matches and one that duplicates. - Collapse obvious organization-name variants in the file while you are in a spreadsheet — this is the one stage where a spreadsheet is exactly the right tool, because the records have no history to protect yet.
- Choose one email per person as the matching attribute, preferring the work address. Keep the others as additional values if your mapping allows.
- Turn off mailbox auto-creation until the import is done, or Attio will create people from inbound mail alongside the ones you are loading.
- Load in order: organizations → persons → deals, mapping the unique attribute at each step, and test with twenty rows first.
After the import: the cleanup order
- Companies, exact. Same normalized domain. Safe to merge in bulk after a sample check.
- Companies, reviewed. Fuzzy name plus one exact signal — same country, same LinkedIn URL, or associated people sharing an email domain. This is where the free-text organization names get resolved; expect to reject some, and read fuzzy matching company names before you start.
- People, exact. Same email. Catches the mailbox-sync collisions and any double-run rows.
- People, reviewed. Name plus company, or name plus phone. Now meaningful, because the companies are unique.
- Deals. Last, once their parents are clean — many apparent duplicate deals simply disappear when two company records become one. See duplicate deals in Attio.
- Lists. Merging records that shared a list leaves the survivor in it twice.
The Pipedrive-specific things to check afterwards
- Organizations that were people. Sole traders often exist as both an organization and a person in Pipedrive. In Attio that is a company and a person, which is correct — do not merge across objects trying to tidy it.
- Deal owners. Merging a company can leave deals pointing at the right record with the wrong owner if two reps each kept their own version of the account.
- Lost-then-recreated deals. Pipedrive pipelines accumulate these; they look like duplicates and are often legitimate history. Close one as a duplicate rather than merging if you are unsure.
Scan the new workspace before the team moves in
Connect your Attio workspace, write one match rule, and run a scan. Scans are read-only — you see every group and the reason it matched before anything is merged.
Start a free Attio duplicate scan