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.

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How to Import Data via CSV in Attio: Step-by-Step Guide

Begin by navigating to the Collection that holds the type of data you want to import. Whether it’s Companies, People, Deals, or a customized Collection, make sure you’re in the right place to keep your information organized effectively.

For this example, we’ll focus on the Companies Collection. Selecting this Collection will ensure your data imports into the correct category, making future management easier.

Within the Companies Collection, look for the option labeled "Import / Export". This is your gateway to managing external data files and syncing information from outside sources.

After clicking Import / Export, select "Import CSV". This option allows you to bring in bulk data saved in CSV format—a common spreadsheet type easily exported from many tools.

Next, choose the CSV file from your device by clicking "Choose a CSV file". Make sure you select the file that contains the data you want to add to your Collection.

Once your file is selected and uploaded, move forward by clicking the "Next" button. This will take you to the stage where you can review your data before it’s imported.

Here, you have the opportunity to carefully review and adjust the attributes mapped from your CSV. This ensures each field matches your Collection’s setup. When you’re satisfied, click Continue to proceed.

To kick off the import process, select "Start import". This initiates the transfer of your CSV data into the selected Collection.

For final confirmation, click on "Start import" once again. This double confirmation helps prevent accidental imports and confirms you’re ready to bring your data in.

After the import completes, your data is ready to use. You can now take any necessary actions like editing, sorting, or linking this new information within your Collection to enhance your workflow.

Create a Supademo in moments to get hands-on experience with these features and see how they can streamline your data import process.

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