Synchronize People

With this destination service, DinMo will update a person's attribute values in the Attio profiles table, and optionally insert new people 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.

Only user segments / models are allowed for this destination service.

• 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 people will be created, with mapped attributes

• Existing people will be updated, if necessary

Destination setup

To start synchronizing people, 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.

People 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 People object first. The Record ID cannot be used as the matching attribute (as it is an Attio-specific field)

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.

Existing fields in Attio for the "People" object that can be mapped in DinMo

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 People, with their custom attributes

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

• DinMo will stop updating any person 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.