Affinity Import

Import Affinity in the sign-up wizard, or at any time from Settings → Data → Import. To open it directly, replace YOURWORKSPACE with your workspace name:

https://app.zero.inc/YOURWORKSPACE/settings/workspace/import

Click Import on the Affinity card to open the flow.

Step 1: Create an API key in Affinity

In Affinity, go to Settings → Manage Apps → + New App. Any workspace member can create a key with read access to lists and notes. Affinity allows one active key per user, so creating a new one revokes your existing key.

Step 2: Paste the API key

Paste it into the Paste the API key field. Zero validates it and fetches your lists — the field shows Connected, or Invalid key if something is off.

Step 3: Choose records and lists to import

Under Workspace records you can tick All companies, All contacts, and All deals to bring over your whole Affinity workspace, including records that do not belong to any list. These are off by default.

Under Lists, every compatible list is shown with its record count and entity, selected by default; use the checkboxes (or Select all lists / Unselect all lists) to narrow the import. Affinity lists are recreated as Zero lists. Person lists become contacts, company lists become companies and opportunity lists become deals, including their custom properties.

For each selected list you can configure:

• Import as deals (company and person lists only) — turn a list you used as a pipeline in Affinity into Zero deals instead of companies or contacts.

• Pipeline stage field (opportunity lists, and any list set to import as deals) — pick a select field (an Affinity dropdown or ranked-dropdown) to act as the deal's pipeline stage. Every such list becomes its own pipeline in Zero, and the field's option values become the pipeline stages (previewed under the picker). A field named "Status" is pre-selected on opportunity lists, and "Stage" or "Status" on company and person lists. Choose Don't create a pipeline to skip this.

• Owner field (any list with person fields) — pick a person field to act as the record's owner. A field named "Owners" (or "Owner") is pre-selected when one exists. Choose Use entry creator to make the creator of the Affinity list entry the owner instead.

Step 4: Choose what else to import

Notes and Files are both on by default; files attached to Affinity records are copied into Zero's storage. Skip contact enrichments and Skip company enrichments stop Zero enriching the imported records.

Step 5: Start import

Click Start import. You go back to your workspace while pipelines, companies, contacts, deals, notes and files process in the background.

What gets imported

Affinity	Zero
Organizations, persons, opportunities (workspace-wide)	Companies, contacts, deals — including records outside any list
Person lists	Contacts (list recreated as a Zero list)
Company lists	Companies (list recreated as a Zero list)
Opportunity lists	Deals (list recreated as a Zero list; own pipeline when a stage field is chosen)
List custom properties	Custom properties, named with an "(Affinity)" suffix
Notes	Notes attached to the imported records
Files	Files stored in Zero (Google Cloud Storage)

Affinity field types map to Zero property types as follows; interaction fields are skipped:

Affinity field type	Zero property type
text	Text
number	Number
datetime	Timestamp
dropdown, ranked-dropdown	Select
dropdown-multi	Multi-select
person-multi	Contacts reference
company-multi	Companies reference

Contacts keep every address Affinity holds for them in All Emails, and companies every domain in All Domains; the first one stays the primary.

Affinity users are matched to Zero users by email address. Matched users become the creator/owner of their records. Records owned by an Affinity user without a matching Zero user keep the original identity, and ownership is filled in automatically if that user later joins your Zero workspace.

Running the import again

Records are matched by their Affinity id, so a repeat run updates them rather than duplicating them. Affinity is treated as the source of truth, which means changes made in Zero are overwritten — Zero asks you to confirm before it starts.