Overview
Connect Attio to bring your CRM records into Quivly’s customer profiles. Companies become customers, people become contacts, and deals become opportunities. You can also map fields from Attio company lists to add account-specific information to existing customers. The connection is shared across your Quivly organization. This CRM integration reads data from Attio; it does not write changes in Quivly back to your Attio records.What syncs
Workspace Members help Quivly interpret owners from your CRM. Syncing them does not invite those people to your Quivly organization.
Core CRM records have an initial historical import and ongoing synchronization. Company-list enrichment is configured separately, after the parent companies have synced. Check Logs for progress rather than assuming that completing the connection means every record is already available.
Connect Attio
Before you start, make sure you have access to the Attio workspace you want to connect and can complete its connection authorization.1
Open the integration
Go to Data → Integrations, select Attio in the CRM section, and open Configure.
2
Complete setup
Select Set Up Integration and follow the embedded connection flow for your Attio workspace. Complete the setup before closing the flow.
3
Check the connection
Return to Configure and confirm the connected state. An installed connection offers Manage Integration.
4
Review incoming data
Open Logs to check sync activity for the supported objects. Allow the initial import and processing to complete before checking customer profiles.
Map CRM fields
Field mappings determine which Attio values populate Quivly’s customer, contact, and opportunity fields.1
Open the object configuration
Go to Data → Objects, select the object you want to configure, and open Configuration.
2
Select the source
Select Attio and the corresponding source object. For customer records, start with Companies.
3
Review and save mappings
Map the available source fields to the Quivly fields you want to populate. Select Save Mappings and confirm the Saved state. An Unsaved changes badge means your edits have not been saved.
4
Check the result
After processing, open a customer profile and check the mapped values, linked contacts, and opportunities. Use Logs to investigate records that have not appeared.
Once a primary mapping is saved, the integration and source-object selection are locked. Contact support if you need to change the primary source.
Enrich customers from company lists
Attio lists can hold information specific to a workflow, such as renewal status or onboarding progress. Map those entry fields to Quivly customer fields while keeping Companies as the primary CRM source. This workflow supports lists whose parent object is Companies. List entries enrich the customer associated with their parent company; they do not create a new customer on their own.1
Configure Companies first
Confirm that the Attio company records have synced and that your Customers object uses the Attio company mapping.
2
Choose a company list
In Data → Objects → Customers → Configuration, use the list selector beside the Attio source. It includes Companies (primary) and your available company lists.
3
Load the list fields
Select the list you want to configure. For an unconfigured list, Quivly imports sample entries so their fields are available in the mapping editor. Wait for the sample preparation to finish.
4
Save the list mapping
Map the list fields in the same editor and select Save Mappings. Saving a list mapping opts that list into subsequent enrichment. Lists with saved mappings are marked Configured when the list choices load.
5
Verify customer values
After list processing, check a customer whose company belongs to the list. Select Companies (primary) to return to the company mapping, or choose another list to configure its fields.
Monitor and manage the connection
Use the Attio Logs tab to review object sync status, inspect incoming events, and investigate errors. Refresh reloads the displayed status; it does not force a new source sync. Use Configure → Manage Integration to update or uninstall the connection through its management flow. Uninstalling stops the connection’s future use; it does not delete the customer records already imported into Quivly.Troubleshooting
Why don't I see any company lists?
Why don't I see any company lists?
Check that Attio is selected in the Customers configuration and that your Attio workspace contains lists whose parent object is Companies. Lists for other objects are excluded. If Quivly reports that it could not load lists, check the Attio connection and reload the page.
Why are there no fields to map for a list?
Why are there no fields to map for a list?
Wait for the sample entries to load and check that the list contains entries with values. If preparation fails, check the connection and try selecting the list again.
Why hasn't a list entry updated the customer?
Why hasn't a list entry updated the customer?
Confirm that the list mapping was saved and that the parent company has synced into Quivly. List enrichment waits for that customer to exist. Then check processing errors in Logs. Saving mappings is separate from completing the data processing.
Why is a CRM record missing or linked incorrectly?
Why is a CRM record missing or linked incorrectly?
Check the connection, object mappings, and incoming events in Logs. Review the company’s domains and record identifiers used for matching. See Customer Information Not Linking for cross-system troubleshooting.
Can I use an Attio list as the primary customer source?
Can I use an Attio list as the primary customer source?
Companies is the primary Attio source for customer records. Company lists add mapped information to those customers without replacing that primary source.