Getting Started
Workspace
Email & Calendar
Imports & Exports
Users & Permissions
Integrations
Data & Syncing
Tips & Tricks
Account & Billing
Security & Privacy
Support
Docs
/
Imports & Exports
/

Import data into Attio

You can easily import data into your Attio collection from other apps. All you need is a .csv file containing your data - a super common export option you'll find in most platforms.

Prep:

  • If your CSV file contains both people and companies, you'll need to create CSVs for each and import them separately
  • To prevent duplicates, make sure your CSV contains email address values for people, and domain values for companies
  • Dates need to be imported in YYYY-MM-DD format

Importing in Attio

  • In a table or kanban view in Attio, click Import / Export on the top right corner
  • Select Import people or Import companies
  • Select a .csv file from your computer or drag and drop it onto the import window

Mapping attributes

  • After importing your file, Attio will automatically recognize most attribute types and match them
  • You might be prompted to manually match some attributes too
  • Select from the list of existing collection attributes to map your data, or create new attributes
  • Attio automatically populates your records with communication intelligence (like 'last contacted' and 'connection strength') as well as enriched data (like social media handles, industry type, estimated ARR etc)

Creating new attributes

If a corresponding attribute doesn't exist yet, you can create new attributes to match the columns in your data:

  • To create new custom attributes, use the + icon in the attribute dropdown
  • Select the type of attribute you would like to create (multi-select, user, status, etc.)
  • Select Continue once your columns are matched with new or existing attributes
  • You can skip any columns you don't want to import

Resolving issues

  • If you're importing data with new attributes (or new values in an existing attribute), you'll be prompted to map each value
  • Each column in your CSV without corresponding values will be flagged. Select any flagged attribute to resolve it
  • Select the x beside each invalid value to enter and create the correct value
  • Select Confirm column when you're done
  • Repeat this process for each highlighted column
  • Select Continue when all columns are confirmed

Start your import

  • Attio will confirm the number of collection entries that will be updated or created
  • If there is an existing entry for a record in the CSV file, Attio will ask you to confirm if the import should update existing data or create new, separate entries
  • Once you have confirmed the above, you can select Start import to add your data to a collection
In this article