Getting started
What SheetSync does, what to have ready before you start, and how to pick a first sync that can’t hurt anything.
6 min read · Updated July 2026
What it does
SheetSync keeps one Attio source and one Google Sheets tab in step. The Attio side can be an object — People, Companies, Deals, one of your custom objects — or a specific Attio list.
A sync remembers the Attio source, the spreadsheet and tab, the direction, and your field mappings. From the dashboard you can run it now, leave it on a schedule, pause it, edit it, or delete it.
- Push Attio records into a sheet for reporting or sharing.
- Push a sheet into Attio to create or update records in bulk.
- Run it both ways and keep edits from either side.
- Map standard fields, custom attributes, list attributes, and fields from one linked Attio object.
- Preview a sample before you commit, and see exactly which rows had trouble after a run.
Four things to sort out first
- 01
Decide what data you need
A whole Attio object, or only the entries on one list?
- 02
Get the sheet tab ready
Row 1 holds your column names, and they should be unique. If row 1 is empty, SheetSync can put starter headers there for you.
- 03
Decide who edits where
This is what picks your direction: Attio, the sheet, or both.
- 04
Find a value that won’t change
Email, domain, something unique. It’s how a row finds the right Attio record instead of creating a duplicate.
Start small
Point your first sync at a test tab with only the fields you actually need. Confirm it does what you expect, then add the rest.
Pick a first sync
| What you want | Direction | For example |
|---|---|---|
| A live report | Attio → Sheet | A forecast tab that updates itself from Attio Deals. |
| Bulk CRM updates | Sheet → Attio | Clean up contact details in a sheet, then push them to Attio. |
| Both teams editing | Bidirectional | Sales lives in Attio, ops maintains enrichment in Sheets. |
| One pipeline only | Attio list | Just the companies on your Fundraising Pipeline list. |
A live report
- Direction
- Attio → Sheet
- For example
- A forecast tab that updates itself from Attio Deals.
Bulk CRM updates
- Direction
- Sheet → Attio
- For example
- Clean up contact details in a sheet, then push them to Attio.
Both teams editing
- Direction
- Bidirectional
- For example
- Sales lives in Attio, ops maintains enrichment in Sheets.
One pipeline only
- Direction
- Attio list
- For example
- Just the companies on your Fundraising Pipeline list.
After you hit create
SheetSync queues the first run and drops you back on the dashboard. Each sync shows whether it’s active, paused, running, succeeded, partly succeeded, or waiting on you.
Partly succeeded means most of it worked but some rows or records didn’t. Open the sync to see which ones, what was missing, and what to do about it.