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Academy

Introductions

Platform demo
Email sync, People and Company records
Standard Objects
Custom Objects and relationships
Lists
Record pages
Views
AI attributes
Importing into Objects
Importing into Lists
Notes, tasks, and email sending
Call Intelligence
Workflows
Reports
Apps

Workflows

Sequences

Reports

Reference

Attio 101

Managing your data

Email & calendar

Imports & exports

Productivity & collaborating

Automations

Tools and extensions

Account settings

Workspace settings & billing

Industry guides

Support

Apps

Automations apps

Zapier app

Other apps

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Importing into Objects

Quickly and easily load data from upstream tools into Attio objects.

What you will learn

  • Bring in external data
    Bring data from any outside source into Attio via CSV upload

  • Load it into Attio Objects and Records
    Map columns to Attio attributes and perform any needed data cleanup to create new records, update existing records

Introductions

15 lessons

Approx. 68 min

Your progress

0%
Platform demo
9:18
View
Email sync, People and Company records
3:56
View
Standard Objects
3:51
View
Custom Objects and relationships
4:06
View
Lists
03:04
View
Record pages
2:04
View
Views
3:23
View
AI attributes
4:55
View
Importing into Lists
4:15
View
Notes, tasks, and email sending
3:51
View
Call Intelligence
4:16
View
Workflows
8:59
View
Reports
3:23
View
Apps
2:10
View

Related articles

Import data into Attio via CSV

Import your data into Attio using a CSV file.

CSV import formatting guide

Learn how to format your CSV file to import into Attio.

Troubleshooting CSV imports

Learn how to resolve common CSV import issues.

Bulk update records or lists via CSV import

Learn how to bulk update records and lists using CSV imports.

View and manage CSV imports

View and manage drafted and completed CSV imports.

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Import from

  • Salesforce
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  • Excel
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Attio for

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Apps

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