Getting Started
Email & Calendar
Imports & Exports
Users & Permissions
Data & Syncing
Tips & Tricks
Account & Billing
Security & Privacy

Cloud storage

Sync your records in Attio with files and folders stored in the cloud. Attio currently supports Dropbox, Google Drive, Box, and OneDrive.

Access file stored in the cloud using the Files tab on a record page

Syncing your cloud storage

  • Click on your workspace name - from the dropdown choose Personal Settings
  • Choose your cloud storage provider and grant Attio access
  • Once connected, click the ▾ icon to sync a specific drive or site

Add synced folders to records

  • Head to the Files tab of the record you'd like to add synced files to
  • Select Link folder to pick a specific folder from your cloud storage provider
  • Linked folders are only visible to you plus those with access in Dropbox/Drive etc (once they've synced their accounts with Attio). Linked folders are not visible to anyone else in your workspace
  • Click the icon beside files to download, rename, or delete them
  • Removing access via the Storage Accounts tab in your Personal Settings will remove linked files and folders from records
  • You can also click the icon beside linked folders and choose Disconnect to remove them
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