Setup & Pre-flight

Everything you need to do before Tier 1: account, integrations, and getting your data into Affinity.

Before you start working in Affinity, you need to set Affinity up. Tier 0 walks you through five tutorials that prepare your account, connect the integrations that power Relationship Intelligence, and bring your existing data into the system.

Most users complete Tier 0 once — typically with an admin or a Customer Success contact alongside. If you’re joining a workspace that’s already set up, Tutorials 0.1 and 0.2 still apply to you; you can skim or skip 0.3–0.5.

Watch the overview

In this tier

Tutorial 0.1: Set Up Your Account

Sign in, configure your profile, set notifications, and (admin) set up SSO + Integration User.

Tutorial 0.2: Connect Your Inbox & Calendar

Sync Gmail/Outlook and your calendar — this powers Relationship Intelligence.

Tutorial 0.3: Plan Your Data Migration

Decide what to import, audit for duplicates, design your fields.

Tutorial 0.4: Import Your Data

Bring data in from Salesforce, HubSpot, Pipedrive, Dynamics, Attio, LinkedIn, and more.

Tutorial 0.5: Verify & Invite Your Team

Confirm your import worked, then bring your team in with the right permissions.

Once you’ve completed Tier 0, head to Foundation to start using Affinity.

Monthly office hours

Customer Success office hours

Drop into our recurring live session for walk-throughs and Q&A with the Customer Success team.