1. First, open the Collection where you want to import your data and click on "Import / Export".
2. After, click on "Import CSV".
3. Now, click on "Choose a CSV file" and upload the file from your device.
4. Once the file is uploaded, click on "Next".
5. Now comes the key step—field mapping. Each column in your CSV needs to match a property in Attio.
6. Attio will suggest matches for common fields like name, email, or job title. Confirm or adjust as needed.
7. If a column doesn’t match any existing property, click ‘Select Attribute’ and search for it to define a new one instantly.
8. Once all fields are mapped, review the summary to make sure nothing’s missing or misaligned. Then click on Continue.
9. Finally, click on "Start import".
10. Click again on "Start import" to confirm.
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FAQs
What is field mapping during import in Attio?
Field mapping lets you connect the columns in your CSV file to properties in Attio. This ensures the imported data fits correctly into your collection’s structure, preventing errors and mismatches during the import process.
Can Attio automatically match CSV columns to fields?
Yes, Attio suggests matches for common fields like name, email, or job title based on the CSV headers. You can review these suggestions and adjust if necessary to ensure accuracy before importing.
What if a CSV column doesn’t match any existing property in Attio?
If a column lacks a matching property, you can click ‘Select Attribute’ and either find a suitable existing attribute or create a new one instantly. This makes sure all your data is imported properly.
Is it possible to review field mappings before finalizing the import?
Yes, after mapping your fields, Attio displays a summary for review. This lets you confirm all fields are correctly matched, helping avoid mistakes before you finalize your import.
Can I import multiple CSV files at once?
Currently, Attio supports importing one CSV file at a time per collection. For multiple files, you should repeat the import process for each file separately.
What file format is required for importing data into Attio?
Attio currently supports CSV files for importing data. Ensure your CSV file is properly formatted with clear headers to facilitate accurate field mapping during the import.
Can I edit field mappings after starting the import process?
No, once the import starts, you cannot change field mappings. It’s important to carefully review and confirm mappings before beginning the import to avoid errors.
What happens if I import data with incorrect field mappings?
Incorrect mappings can lead to misplaced or missing data in your collection. You may need to delete the import and try again with corrected mappings to maintain data integrity.
Does Attio support importing custom attributes during the import?
Yes, during field mapping, you can create and assign custom attributes that don’t exist already. This flexibility allows you to tailor your data model as needed during import.
Is there a way to undo or rollback an import in Attio?
Attio does not currently offer an automatic rollback. To undo an import, you need to manually delete the imported records or restore from backups if available.
