Attio
Attio
10 articles
- How to Configure your Attio Integration (Beta)Configure your Attio integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.
- How to Fix Field Mapping Warnings and Errors in AttioWhen configuring Step 2: Field Mapping in your Attio integration, each mapped Attio field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…
- Permissions & Prerequisites for AttioWhat you need on the Attio side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.
- Understanding People, Companies, Lists, and Entries in AttioAttio organizes data with Objects, Records, Attributes, Lists and Entries. Understanding the difference avoids many mapping mistakes.
- Troubleshoot Attio integration warnings and common issuesMost Attio problems come down to a connection that needs renewing, imprecise matching, an incompatible field, or a required List attribute.
- Import People and Companies from AttioYou can import People and Companies using filters or from an existing Attio List.
- Export People and Companies to Attio and add them to ListsAn export can create or update a Person or Company record and, if you choose, add that record to an Attio List. They are separate operations.
- Connect, reconnect, disconnect, and revoke AttioThe connection is made through OAuth. Attio handles the sign-in and the consent, so you do not enter your password in Enginy.
- Configure matching and Field Mapping in AttioMatching decides whether a Record already exists. Field Mapping decides which values are written. They serve different purposes.
- Campaign Mapping and Notes in AttioEnginy can send Campaign information into a Person's attributes and save messages as Notes in Attio. These are two different features.