Attio

Connect Attio to Plain to bring your companies and people into your support workspace. Once connected, your team sees account context like company tier, funding stage, and custom attributes directly on every thread. This integration is a one-way sync from Attio into Plain. Write-back actions are planned for a future update.

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How Attio maps to Plain

Tenants are the company-level grouping in Plain. Customers belong to tenants, the same way people belong to companies in Attio.

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Before you start

Create a list in Attio with only the companies you want in Plain. You can sync all companies in your Attio account, but it may take longer than needed. We recommend filtering to the companies you need, such as active customers. Plain picks up changes to the list.

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Set up the sync

The first sync starts immediately. You’ll see live progress as tenant fields, tenants, and customers are imported.

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How the sync works

After the first sync, Plain checks Attio for changes approximately once an hour, starting one hour after the previous run finishes. What syncs:

• New companies added to your selected list become new tenants
• Changes to company attributes (like name or URL) sync to Plain
• New attributes on Attio companies become available for syncing as tenant fields. You’ll need to enable them before we sync their data.
• New people associated with a list entry become new customers in Plain
• A person added to an existing Attio company joins the matching tenant in Plain

What doesn’t sync:

• Companies with no name. These are filtered out and will not be imported.
• Updates to existing people. Plain only creates new customer records and doesn’t overwrite existing ones. If you edit a customer in Plain, future syncs leave your changes alone.
• Contact removals. If you remove a contact from an Attio company, the tenant relationship in Plain stays intact. Remove it manually in Plain if needed.
• Company deletes and merges. If a company is deleted or merged in Attio, the corresponding tenant in Plain is not removed or updated. You’ll need to remove or reassign stale tenants manually in Plain.

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Tenant fields

Plain imports properties from your Attio companies that are set as visible. You can choose which properties you want to import during your first sync, or update it anytime in Settings → Integrations → Attio → Sync settings. Toggle visibility on the fields you want to display in thread views. Visible tenant fields appear on the tenant card in every thread, so your team sees CRM context like company tier or funding stage without leaving Plain. Changes apply on the next sync. If you turn a field on, we’ll start syncing its data. If you turn it off, we’ll remove its data from Plain.

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Sync history

The Attio settings page shows:

• The next scheduled sync time and the list it will use.
• A table of past runs with status, duration, and list name.

If a run fails, Plain marks it as failed and reschedules it automatically. You don’t need to do anything for transient failures. If runs fail repeatedly, contact support.

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Write back to Attio

Workflow actions for Attio are not yet available. They are planned and this page will be updated when they ship.

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Disconnecting

Go to Settings → Integrations → Attio and click Disconnect. The sync stops immediately. Records already in Plain stay where they are.

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Troubleshooting

A sync run failed. Plain reschedules failed runs automatically. If the next run also fails, check that your Attio credentials are still valid and that the list you selected still exists. A person isn’t appearing in Plain. Confirm the person is associated with a company that’s in your selected list. Plain only syncs people whose companies are in the list. A field I expected isn’t showing on the tenant card. Go to Settings → Tenant fields and check that visibility is toggled on for that field.