> ## Documentation Index
> Fetch the complete documentation index at: https://docs.partnero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate Attio

Connect your Partnero program to Attio CRM to keep partner, customer, and transaction data in sync across both platforms automatically.

The integration works in both directions: records created or updated in Partnero are pushed to Attio, and deal-won events in Attio create transactions and trigger partner commissions in Partnero.

***

### Requirements

* A Partnero paid subscription (the integration can be tested on a free trial, but a subscription is required for ongoing use)
* An Attio account with permission to install integrations

***

### Step 1: Connect Attio in Partnero

1. In your Partnero dashboard, open the program you want to connect.
2. Go to **Integrations: <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/attio/4a629f8b.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=cec8973c5ba82aaccd6c729ad33cf4ae" alt="" width="2878" height="1520" data-path="images/articles/attio/4a629f8b.webp" />**
3. Scroll down to CRM and click **Connect** next to **Attio**: <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/attio/9d91bb18.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=ee92166fd8ac3e742288913ecbf84a00" alt="" width="2870" height="1530" data-path="images/articles/attio/9d91bb18.webp" />
4. You'll be redirected to Attio to authorize the connection. Once you approve, you'll be automatically returned to Partnero. You'll see the "Connected" sign and the option to configure the integration: <img src="https://mintcdn.com/partnero/hZj0bBJR5darGQef/images/articles/attio/d6459667.webp?fit=max&auto=format&n=hZj0bBJR5darGQef&q=85&s=1d33fb8f6c02cb7b87019de3fb71d316" alt="" width="2874" height="1530" data-path="images/articles/attio/d6459667.webp" />

***

### Step 2: Configure field mapping

Click **Configure** to open the mapping modal.

Use the tabbed field mapping interface to control which fields are synced between the two platforms. There are separate tabs for **General**,  **Partners**, **Customers**, and **Deals**.

* **General**: enable two-way sync for partners, customers, and deals. <img src="https://mintcdn.com/partnero/hZj0bBJR5darGQef/images/articles/attio/b5848606.webp?fit=max&auto=format&n=hZj0bBJR5darGQef&q=85&s=d4459af4283ca45a2e536028502ad359" alt="" width="2876" height="1530" data-path="images/articles/attio/b5848606.webp" />
* **Partners**: map partner fields to any Attio object (People, Companies, or a custom object). Optional. <img src="https://mintcdn.com/partnero/hZj0bBJR5darGQef/images/articles/attio/d7ecc32e.webp?fit=max&auto=format&n=hZj0bBJR5darGQef&q=85&s=825c26f3716b174830290d9b0304b7a1" alt="" width="2878" height="1540" data-path="images/articles/attio/d7ecc32e.webp" />
* **Customers**: map customer fields to Attio. Skip this if your customers already exist in Attio to avoid duplicates. Optional. <img src="https://mintcdn.com/partnero/hZj0bBJR5darGQef/images/articles/attio/ffcce6d0.webp?fit=max&auto=format&n=hZj0bBJR5darGQef&q=85&s=de153a4ac09254fa473f664849e52e14" alt="" width="2878" height="1518" data-path="images/articles/attio/ffcce6d0.webp" />
* **Deals**: map transaction fields to Attio Deals, including amount, currency, and customer link. <img src="https://mintcdn.com/partnero/Pnr3mkJEoUmefJLN/images/articles/attio/a7b1557d.webp?fit=max&auto=format&n=Pnr3mkJEoUmefJLN&q=85&s=f92f5d2c7606e6cb4d4f2bdcc6c9bf8a" alt="" width="2878" height="1536" data-path="images/articles/attio/a7b1557d.webp" />

Click **Save configuration**.

***

### How data flows

**Partnero → Attio**

| Data | Trigger |
| - | - |
| Partners | Partner created or updated |
| Customers | Customer created or updated |
| Transactions | Transaction created |

**Attio → Partnero**

| Data | Trigger |
| - | - |
| Transactions + commissions | Deal stage changes to the configured "won" stage |
| Customer updates | Customer record created or updated in Attio |

***

### Notes

* The integration is scoped per program. If you run multiple programs, each connects to Attio separately.
* Customer records synced from Attio to Partnero are matched by email.
* The integration includes safeguards to prevent duplicate transactions and sync loops.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.