- Google Sheets
- Microsoft Excel
1
Preview Data
After connecting your account, a data preview window will appear, allowing you to select an
Object to import and apply various Filters to refine your data.2
Add/Modify columns
Add/modify the data fields you want to import. The
Fields you selected should start showing up in the data preview section. You may need to click Refresh Preview to see the changes.3
Apply Sort (Optional)
Optionally, select the fields you want to sort your data by before importing.
4
Enter Limit (Optional)
Optionally, enter the limit of rows you want to write into your Google Sheet.
5
Import Data
After previewing the data, click on
Import and wait for a few seconds. This action transfers the selected data from your Attio workspace into Google Sheets.6
Setup an Auto-Refresh
You can schedule a
Refresh to automatically update your data hourly, daily, weekly, or monthly at a specific time. This way, you won’t need to manually update your Attio data in Google Sheets to reflect changes from the source.