Attio Import
You can import data from Attio to Zero in the initial sign-up wizard, or you can always access it later by simply opening this URL (change YOURWORKSPACE to your workspace name):
https://app.zero.inc/add-workspace/YOURWORKSPACE/import
Prerequisites
To import your data from Attio to Zero, you must generate an Attio API key first by following these steps:
Go to app.attio.com, click your workspace name (top left), and navigate to Workspace settings > Developers, or https://app.attio.com/YOURWORKSPACE/settings/developers
Hit the blue "Create a new integration" button.
Give it a name (whatever works for you) and click "Create".
In the dropdown menus under Scopes, give Read access to the following scopes:
Records
Object configuration
List entries
List configuration
Notes
Tasks
Scroll to Access tokens, click the password-looking field, and it’ll copy the access token (API key) to your clipboard.
Here’s a screenshot to help with the last two steps:
Allow read access to:
Records
Object configuration
List entries
List configuration
Notes
Tasks
During the signup wizard, select to import data from Attio and paste the generated API key and a link to your Sales Pipeline list (if you use it - this is optional).
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