Synchronize Companies

Learn how to synchronize companies with DinMo

With this destination service, DinMo will update company attribute values in the Attio Companies table, and optionally insert new companies if they do not already exist.

To create such an activation, you will need to go through these three steps:

• Creating an Attio destination, with the correct destination service. Refer to the corresponding section for more info.

• Creating a segment composed of all the records and their attributes that will be updated in Attio. Refer to this step-by-step tutorial to learn how to build segments without SQL in DinMo.

Both user and custom segment can be activated in the Company destination

• Activating the segment to the Attio destination to start sending data. Refer to the corresponding section for more info.

Each time the activation runs:

• New companies will be created

• Existing companies will be updated, if necessary

Destination setup

To start synchronizing companies, you are first required to create an Attio destination with the corresponding destination service.

Learn how to create such a destination in our step-by-step tutorial

Activation Configuration

Once the destination has been setup, and your DinMo segment created, you can create an activation to start sending data to Attio right away.

Companies need a unique key to be identifiable.

If there is no option available in the Matching attribute section, that is because you must create or set a unique attribute in the Companies object first. The Record ID cannot be used as the matching atribute.

Field mapping

In the Fields mapping section, you are asked to specify the field contained in your DinMo segment corresponding to the matching attribute. This field will be used to link the segment's records to existing records in Attio or to create new ones.

Once this field is mapped, you can easily map any other field available in Attio.

If you want to create new fields, you must first do so in Attio.

Scheduling

Define how frequently your data is updated in Attio. With each scheduled update:

• (Insert) DinMo will insert new Companies, with their custom attributes

• (Update) All attributes values that have changed since the last activation will be updated in existing Companies

• DinMo will stop updating any Company who is no longer in the source model/segment.

Warnings

In this section, specify if you want to receive warning for your Attio activation.

Consult the specific section to learn more about sync warnings.