What is Attio?
Attio is a next-generation, AI-native CRM platform designed to adapt exactly to your business model. It gives you a flexible, data-driven CRM that syncs with your email, calendar, and other data sources in real time—empowering you with powerful reporting, seamless collaboration, and a personalized CRM experience built around your needs.
Who is Attio best suited for?
Attio is ideal for go-to-market teams, startups, and modern businesses looking for a highly customizable CRM. It’s built for teams that want control over their data structure, intuitive onboarding, real-time collaboration, and a platform that adapts to their workflows—not the other way around.
How to Import Data via CSV in Attio
How to Import Data via CSV in Attio
1. Start by opening the Collection where you want to import your data—this could be Companies, people, Deals, or any custom Collection.
2. Let's proceed with Companies.
3. Next, click on "Import / Export".
4. Following that, click on "Import CSV".
5. Now, click on "Choose a CSV file" and upload the file from your device.
6. Once done, click on "Next".
7. You can select or modify the attributes from the file and then click on continue.
8. Finally, click on "Start import".
9. Following that, click on "Start import" again to confirm, and it's done.
10. Once your import is complete, you can perform actions on the file as per your needs.
11. Create a Supademo in seconds
This workflow was created with Supademo.
FAQs about Attio
1. What exactly is an object in Attio?
In Attio, an object is a data structure—much like a table in a spreadsheet—that helps you organize and present data. There are standard objects (People, Companies, Deals, Workspaces, Users) and custom objects that you create to reflect your unique business entities.
2. When should I create a custom object?
You should create a custom object when your business model isn’t adequately supported by the standard objects. For example, custom objects are great for tracking things like “Subscriptions,” “Invoices,” “Projects,” or marketplace entities like “Buyers,” “Sellers,” and “Transactions.”
3. How do I create a custom object in Attio?
To create a custom object:
1. Go to Workspace settings → Data → Objects.
2. Click “+ New custom object”.
3. Enter the plural and singular names (e.g., “Subscriptions” / “Subscription”), then add an identifier/slug.
4. Click Create Object.
4. How many custom objects can I create?
The number of custom objects depends on your plan:
Free: up to 3 objects
Plus: up to 5
Pro: up to 12
Enterprise: unlimitedNote: Standard objects (People, Companies) count toward this limit.
5. Can I define relationships between objects?
Yes. Attio supports defining relationships like one-to-one, one-to-many, and many-to-many between objects. For example, a “Buyer” object can have a one-to-one relationship with “Companies” and one-to-many with “Transactions.”
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