> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/getting-started/data-import/attio-import.md).

# Attio Import

Import Attio in the sign-up wizard, or at any time from **Settings → Data → Import**. To open it directly, replace YOURWORKSPACE with your workspace name:

[https://app.zero.inc/YOURWORKSPACE/settings/workspace/import](https://app.zero.inc/zero/settings/workspace/import)

### Create an API key

Attio imports run on an API key, so make one first:

1. Go to [app.attio.com](http://app.attio.com/), click your workspace name (top left), and navigate to Workspace settings > Developers, or [https://app.attio.com/YOURWORKSPACE/settings/developers](https://app.attio.com/*YOURWORKSPACE*/settings/developers)
2. Hit the blue "Create a new integration" button.
3. Give it a name (whatever works for you) and click "Create".
4. In the dropdown menus under Scopes, give Read access to the following scopes:
   * Records
   * Object configuration
   * List entries
   * List configuration
   * Notes
   * Tasks
   * Comments — needed to import comment threads
   * User management — needed to map record owners to Zero users
5. Scroll to Access tokens and click the password-looking field to copy the token to your clipboard.

Granting all read permissions is the simplest route. A missing optional scope does not fail the import, it just drops that data quietly: no Comments scope means no comment threads, no User management means no owner mapping.

### During sign-up

Choose Attio in the wizard and paste the key. Zero validates it, fetches your lists, and shows:

* **What to Import** — an "Import all companies, contacts & deals" toggle. When it's on, all companies, contacts, and deals are imported and any selected lists are also recreated in Zero. When it's off, only records that belong to the selected lists are imported.
* **Lists to Import** — select the Attio lists to bring over. Only lists whose parent object is people, companies, or deals are offered.
* **Sales Pipeline Template List (Optional)** — if you've used a list template as your deals pipeline in Attio instead of deal objects, select that list here. The dropdown offers your company-based lists.

List selection happens in the wizard itself; there are no links to paste.

### From settings

Click **Import** on the Attio card. Four steps:

1. **Create an API key in Attio** — see above.
2. **Paste the API key** — Zero validates it immediately and shows a "Connected" or "Invalid key" status next to the field.
3. **Decide what to import** — choose the Attio records and lists Zero should bring over:
   * **Object types**: Companies → Companies, People → Contacts, Deals → Deals, plus additional record types: Notes → Notes, Tasks → Tasks, Comments → Comments, Custom objects → Activities. All are selected by default; use "Reset to recommended" to restore the defaults.
   * **Lists**: each fetched Attio list can be toggled individually and is recreated as a Zero list.
4. **Start import** — the import runs in the background.

If this workspace has imported from Attio before, Zero asks you to confirm first: a repeat run treats Attio as the source of truth and overwrites changes made to those records in Zero.

### What gets imported

* Companies, people (as contacts), and deals — including custom properties, labeled "(Attio)"
* The deals stage attribute, recreated as a Zero pipeline with its stages
* Notes and tasks
* Custom objects, imported as Zero activities
* Comment threads, imported as Zero comments and replies
* Selected lists, recreated as Zero lists with their attribute columns

Attio note-taker meetings and call transcripts are not imported.

Record owners and assignees are matched to Zero users by email address. If an Attio member has no matching Zero user yet, the original Attio identity is preserved on the record and ownership is filled in automatically once that member joins your Zero workspace.


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