> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio as a data source

> Bring data from Attio to Nekt.

Attio is a modern CRM (Customer Relationship Management) platform designed to help businesses manage their customer
relationships, sales pipelines, and contact data. It provides tools for tracking leads, managing deals, and organizing
customer information in a centralized system.

## 1. Add your Attio access

1. In the [Sources](https://app.nekt.ai/sources) tab, click on the "Add source" button located on the top right of your screen. Then, select the Attio option from the list of connectors.

2. Click **Next** and you'll be prompted to add your access.

   * In order to generate the token you have to go into Settings -> Developers -> Access tokens. You have to give 'Read' access to all the options inside the 'Scopes' section in order for our connector to access the data. For more information, check the official [documentation](https://developers.attio.com/docs/integrations#access-tokens).

3. Click **Next**.

## 2. Select your Attio streams

1. The next step is letting us know which streams you want to bring. You can select entire groups of streams or only a subset of them.

   > Tip: The stream can be found more easily by typing its name.

<Info>If you don't see a stream you were expecting to find, please check if your access key has access to it. If that's not the issue, then it's probably because we still haven't implemented it. Feel free to get in touch and request it!</Info>

2. Click **Next**.

## 3. Configure your Attio data streams

1. Customize how you want your data to appear in your catalog. Select a name for each table (which will contain the fetched data) and the type of sync.

* **Layer**: companies in the Growth plan can choose in which [layer](https://docs.nekt.com/get-started/core-concepts/catalog-layers) the tables with the extracted data will be placed.
* **Table name**: we suggest a name, but feel free to customize it. You have the option to add a **prefix** to all tables at once and make this process faster!
* **Sync Type**: depending on the data you are bringing to the lake, you can choose between INCREMENTAL and FULL\_TABLE. Read more about Sync Types [here](https://docs.nekt.com/get-started/core-concepts/types-of-sync).

2. Click **Next**.

## 4. Configure your Attio data source

1. Describe your data source for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.

2. To define your [Trigger](https://docs.nekt.com/runs/scheduling-and-triggers), consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times).

3. Optionally, you can define some additional settings (if available).

* Configure Delta Log Retention and determine for how log we should store old states of this table as it gets updated. Read more about this resource [here](https://docs.nekt.com/get-started/core-concepts/resource-control).
* Determine when to execute an **Additional [Full Sync](https://docs.nekt.com/get-started/core-concepts/types-of-sync#additional-full-sync)**. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.

### Check your new source!

1. Click **Next** to finalize the setup. Once completed, you'll receive confirmation that your new source is set up!

2. You can view your new source on the [Sources](https://app.nekt.ai/sources) page. Now, for you to be able to see it on your [Catalog](https://app.nekt.ai/catalog), you have to wait for the pipeline to run. You can now monitor it on the [Sources](https://app.nekt.ai/sources) page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your new table will appear in the Catalog section.

> If you encounter any issues, reach out to us via Slack, and we'll gladly assist you!

## Skills for agents

<Snippet file="agent-skills-intro.mdx" />

<Card title="Download Attio skills file" icon="wand-magic-sparkles" href="/sources/attio.md">
  Attio connector documentation as plain markdown, for use in AI agent contexts.
</Card>