Records 

A record in Attio contains information about a specific item or entity. A specific person or a specific company are the most common examples of records in Attio. 

When you sync your email account with Attio, records are automatically created using data from your inbox. Learn more about automatic record creation. You and your team can also manually create records in your workspace.

Adding new records

To quickly add a new record to your workspace, use cmd/ctrl + k to get started.

Now search for a record - if no options appear, choose Create "name" as record. Then select the correct type of object for the record, then click Select object type and fill out any required attributes. Then choose Create Record.

You can also manually add records using the + icon beside the Company or Person header in an object view - just navigate to Companies, People, or the relevant object in the sidebar.

Records are automatically created when you sync your email and calendar. If you don't want to sync your email account, records can also be created using our email forwarding feature.

Note: Regardless of how records are created, Attio will automatically link people records to company records when an existing person record's email domain matches an existing company record's domain.

View all your records

You'll find Companies and People and any other objects you may be using in your Attio sidebar under Objects. Each object page will include every record for that type in your workspace. For example, on the Companies page you'll find every company record in your workspace, and on the People page you'll find all people records.

Like in lists, you can create new table views and apply filters and sorts. You can also add or remove attributes from your view. Learn more about views.

To export data, click the Export button in the upper-right corner. You can't import directly into these pages. Instead, start your import from the list you'd like to import records into (create a new list first if needed). Your newly imported records will then appear on the Objects page, as well.

Bulk select records by clicking the checkmarks next to the records, or select all records at once using the checkbox in the header row. With multiple records selected, you can:

• Add the records to a list by clicking Add to list
• Delete records by clicking More and then Delete records
• Send an email (only an option if you have selected people) by clicking Send email

Note: If you don't see a list you're looking to add records to, consider whether you are trying to add records to a list holding a different object. For example, you won't be able to add a person to a list of companies.

To create a brand new list with your selected records, you’ll first need to create the new list using the + beside Lists in the sidebar.

Record pages

Record pages are profiles for each record in your network. You'll find them when you click on the name of a record in your workspace. For person and company records you'll find enriched data, email interactions, files (including third party cloud storage), and notes for your record.

Record page tabs

The tabs on company and person record pages are:

• Activity - a timeline of activity involving the record. Learn more about Activity
• Emails - Attio automatically captures your team's interactions with your records. Learn more about sharing emails
• Files - you can sync your third-party cloud storage provider (like Dropbox or Drive) or directly upload files from your device
• Notes - capture ideas, share notes, and collaborate with your team
• Team (for company records) or Company (for people records) - shows the people or company record(s) that are connected to the record you are viewing. Learn more about Team and Company
• Tasks - create, assign, and track tasks associated with each record

Record Activity

On each record page you'll find an activity timeline that tracks useful insights including:

• When your team first corresponded with the record
• When the record was added to a list plus any updates made since
• Any notes created by you and your team

Team and Company

People records will have a Companies tab, and company records will have a Team tab. Attio will automatically enrich companies and teams for records where possible, and you can also add or update people's company or companies' team members.

To update a person record's company, open the Companies tab and click + Update current company. Search for and select the company you'd like to update it to. To remove the current company, select the ⋮ icon on their current company and choose Remove company.

Attio may display other Relevant Companies based on the person's email addresses, and you can also select one of those to update the person's current company.

To add team members on a company record, open the Team tab and click + Add person, then search for and select the person you want to add. You can also remove a person from a company's team by selecting the ⋮ icon to the right of the person and then Remove from team.

Note: If you update a person's Company, that person will automatically be added to the company's Team. Likewise, if you add or remove a person to a company's Team, the person's Company will be updated.

You can also update people's Job title from the Companies and Team tabs of records, and this can be surfaced in views of people records and used for filtering and sorting like any other attribute.

Record details

On the right side of a record page you'll find Record details, a breakdown of useful data points. For companies and people records, you'll see attributes included here that Attio auto-enriches with carefully sourced data such as contact details, location, and social media links. Learn more about enriched data.

Note: If a person record has multiple email addresses under Record details, you can reorder them to list the primary email first. That way, when you send an email to the person from Attio, it will default to their primary email. To do this, click into the Email address field and drag and drop the ::: icons to change the order.

Lists summary

In the bottom right corner of your record page you'll find a window telling you which lists contain your record, along with some handy, editable attribute info. You can add comments for your team from here too.

To quickly add a record to a list from a record page, use the keyboard shortcut e and select the list you want to add it to. Or, click Add to List in the top right corner of the record page.

Merging records

Attio's merge feature helps you clean up any duplicate records, merging them into one record. You'll be prompted to merge any duplicates when Attio detects them using domain for companies and email address for people.

Note: It's not yet possible to merge records for the Deals object or for custom objects, which are in beta.

What happens when I merge two records?

When merging records you combine all data including list entries, notes, tasks, and comments from two source records into a single record. Emails will also be merged when two person records are merged, and when the person and company records being merged share a domain.

The data for the record on the right will be prioritized and merged to, so this is the one that will remain after the merge, while the other record is permanently deleted. You can swap the order of records by clicking the arrow icon between them.

To the right of the = sign, you'll see the information your merged record will contain: the record name, email addresses or domains, and the number of lists, notes, tasks, and comments.

How do I merge records?

You can manually merge any record with another directly from a record page.

• Navigate to a record page by clicking the name of the record
• Click the ⋮ icon in the top right corner of the record page
• Select Merge records
• Click Select a record to find the duplicate record
• Select Merge records in the bottom right to combine the data

Deleting records

You can easily delete records from your Attio workspace.

Head to the object page such as Companies or People in the sidebar and select one or more records using the checkboxes beside the record name. From the dialogue box that appears at the bottom of your view, click the More ▾ dropdown. Select Delete records. The record(s) will be deleted for all members of your workspace.

When you delete a record, linked notes and uploaded files will also be deleted, along with linked references to that record in tasks, notes, note templates, and comments. Other records you have previously merged with the record you deleted will not be restored.

Records can also be deleted from individual record pages using the ⋮ dropdown in the top right corner.