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Concept — background and overview.
Migrate data into Affinity from your previous CRM (or spreadsheets), and export your Affinity data when you need it elsewhere.

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Topics in this section

  • Importing data into Affinity (CSV, other CRMs)
  • Importing notes
  • Exporting notes
  • Bulk-import workflows
  • CSV file format troubleshooting
  • Migrating from Salesforce, HubSpot, etc.

Related topics

Tutorial 0.3: Plan Your Data MigrationAffinity MCP Skills — the 5 prepackaged capabilitiesHow To Export Notes From AffinityPrompts for Affinity MCP (Claude, ChatGPT & other tools)Tutorial 0.2: Connect Your Inbox & Calendar