Skip to main content
Raw data only. Attio provides source records for custom warehouse analysis. Prebuilt dashboards and AI analysis are not included.For delivery to a dedicated warehouse, see Choose raw tables. Choose from the tables offered under Warehouse → Raw data once the source is connected.
Attio is a CRM for company relationships, contacts, and sales opportunities. This integration covers CRM records and their notes, tasks, and calendar context.
Sign in to SourceMedium, open your store, then choose Data sources → Connect data source and select the platform. You need an Admin or Editor workspace role.After you connect explains the first sync and connection statuses.

​
Vendor documentation

​
Requirements

  • An Attio workspace admin who can create an access token.
  • Read access to companies, people, and deals in the workspace being connected.
  • A workspace token with these scopes: object_configuration:read, record_permission:read, note:read, task:read, meeting:read, and user_management:read.
Write access is not required. Existing read-write grants also satisfy these read permissions.

​
Connect your workspace

1

Create a workspace access token

In Attio, open the menu beside your workspace name, choose Workspace settings, then Developers and + New access token. Name it SourceMedium and grant the read scopes above.
2

Connect in SourceMedium

Select your store, open the connector picker, and choose Attio. Paste the workspace access token in the credential form. SourceMedium checks its activity and read permissions before saving it.
SourceMedium only ever reads from your connected platforms. It does not create, change, or delete anything, so create the key with read-only access wherever the platform offers it. Treat it like a password: keep it confidential and avoid sharing it over email or in spreadsheets. If the credential is rotated or revoked, follow this guide’s connection method to update SourceMedium.

​
What data is covered

Meetings contain calendar metadata. They do not include call recordings or transcripts. Email content, files, comments, lists, and additional custom object records are outside this integration’s current coverage.

​
Snapshot behavior

The connector reads complete snapshots rather than an update-time cursor. Records become current only after a complete snapshot is published. Use the published snapshot for current-state analysis; older generations may remain in the raw storage. Only history still exposed by Attio can be imported. A full snapshot does not reconstruct deleted records or historical changes the API no longer provides.