Affinity is valuable when the firm needs to understand relationships and keep deal context close to interaction history. Its documented list exports and APIs offer a way to bring selected firm records into another workflow. The first question should be which list and fields the exporter is permitted to use, rather than whether an agent can click every export control.

Consider a fictional portfolio company asking for customer introductions. The partner identifies relevant relationships in Affinity. In Uranus, the team records the founder-approved support request, the assigned owner, a date, and evidence needed for resolution. The CRM remains the relationship reference. A completed task should say what happened, with evidence; an introduction count alone cannot establish revenue or attribution.

A list CSV does not establish a complete archive of notes, attachments, or activity. API versions also have different coverage. Keep people, companies, and opportunities distinguishable, preserve identifiers where available, and verify enrichment rights separately from firm-authored context. Uranus currently provides an export guide and generic mapping for Affinity; a native Affinity connection is not included.

A first import you can review

  • Choose an authorized list and include the intended fields. Export its data to CSV using the list export control.
  • Keep separate people, companies and opportunities exports; retain IDs and list context where available.
  • Upload the permitted export, review mappings and duplicates, then confirm a preview.

What Uranus adds today

Review the mapping, units, currency, and reporting month before committing. New metrics remain candidates until a workspace owner reviews them. Preserve originals and source identifiers, keep the requested next evidence visible, and attach a reviewed resolution when the work is complete. Export canonical records and version history when you need to move the work again.

This is a proposed workflow based on public documentation, not a paid-account benchmark or a demonstrated performance improvement. Verify the actual entitlement, export schema, and effective permissions with the firm’s administrator. Native formats require customer fixtures before claiming automatic compatibility.