Partnero

The Partnero and Attio integration automatically keeps your partner program and CRM in sync. Partners, customers, and transactions are shared between both platforms in real time, so your data stays consistent without manual updates.

The integration works in both directions. Records created or updated in Partnero are pushed to Attio. Actions taken in Attio, like closing a deal, create transactions and trigger partner commissions in Partnero. Each program connects to Attio separately using OAuth 2.0.

From Partnero to Attio

When a partner, customer, or transaction is created or updated in Partnero, the record is automatically sent to Attio. Partners can be mapped to any Attio object: People, Companies, or a custom object. Customer sync is optional: if your customers already exist in Attio, you can skip this to avoid duplicates. Transactions create corresponding Deals in Attio, including amount, currency, and a link to the customer record.

From Attio to Partnero

When a deal reaches your configured "won" stage in Attio, Partnero automatically creates a transaction and triggers the partner's commission. Customer records created or updated in Attio are also synced back to Partnero, matched by email.

Field mapping

A field mapping interface lets you control which fields are synced for partners, customers, and deals. Partner and customer mapping are both optional; configure only what you need.

Data integrity

The integration includes safeguards to prevent duplicate records and sync loops. Each transaction is tied to a unique Attio deal ID, and outbound records are tagged to distinguish them from records originating in Attio.

Requirements

• A Partnero paid subscription (the integration can be set up and tested on a free trial, but a subscription is required for ongoing use)
• An Attio account with permission to install integrations

Setup

1. In Partnero, open the program you want to connect and go to Integrations → Attio.
2. Click Connect with Attio and complete the OAuth authorization. You'll be redirected to Attio to grant access, then automatically returned to Partnero.
3. Use the field mapping tabs to configure what syncs for Partners, Customers, and Deals.
4. Set the Attio deal stage that should trigger a "deal won" event in Partnero.
5. Save your settings. Sync begins immediately for new and updated records.