Skip to content
Baseloop Help Center home

Connect Attio

Connect Attio to import people, companies and deals into tables, and to look up, create and update Attio records from your tables.

Before you start

  • An Attio workspace. If Attio says you need admin rights to approve the app, ask one of your workspace admins to connect it.

Note: Attio imports are ready to use. The columns that write to Attio or look records up are in beta and show Beta next to their name.

Connect it

  1. Go to Settings → Integrations and open Attio, under CRM.

    The Attio card on the Integrations page

  2. Click Connect.

    The Attio page with Connect highlighted

  3. Click Sign in to Attio. A Attio window opens.

    Connect Attio, with Sign in to Attio highlighted

  4. Sign in to Attio if it asks, choose the account to connect, and allow access. The window closes by itself.

How you'll know it worked

Your Attio workspace appears under 1 account.

The connected Attio account

Use Connect another account to add a second Attio workspace; each Attio column then lets you pick which one it uses.

What you can do with it

  • Import records: open Create table and choose Attio under Sources. Import people, companies or deals: all of them, from an Attio list, or by custom criteria.

  • Keep Attio updated: in the Actions panel, under CRM & exports: Create object, Update object and Lookup object.

Create object works on every paid plan. Imports and the other columns come with the Pro plan and the free trial; on Starter they show the Pro plan next to them.

Reconnect

If Attio ends the connection, for example when the user who connected it leaves the workspace or the app is removed in Attio, the account shows Reconnect required and Attio columns stop running.

A Attio account that needs reconnecting

Click Reconnect and sign in again.

If something goes wrong

The Attio window closed, but nothing appears in Baseloop. Your browser may have blocked the window. Allow pop-ups for Baseloop and click Connect again.