Sabaki Guide
Attio Investor Pipeline Setup In Sabaki
How investors connect Attio and sync opportunity and company records into Sabaki pipeline entries.
Attio investor pipeline sync is the Sabaki workflow for reading Attio opportunity records, linked company records, stage data, value, and owner information into the investor workspace.
Key Takeaways
- Attio uses OAuth and reads records, list entries, and object configuration.
- Sabaki reads opportunity title, value, stage, owner, linked company name, company domain, and web URL where available.
- A custom stage attribute can be configured; otherwise Sabaki falls back to the default stage attribute.
How To Sync Attio Pipeline Records
- Prepare Attio recordsConfirm opportunities have names, values, stages, owners, and associated companies where possible.
- Connect Attio in SabakiOpen Apps as an investor, choose Attio, and complete OAuth.
- Review stage mappingUse the default stage attribute or configure the custom stage field in connection settings.
- Run Sync NowSync Attio and review pipeline entries in the investor workspace.
- Fix unsupported fieldsIf a custom stage field cannot be read, map it to a supported status attribute.
Quick Comparison
| Attio Data | Sabaki Output | Notes |
|---|---|---|
| Deal name | Pipeline entry title | Required for imported entries |
| Associated company | Company and domain | Used when linked |
| Value | Check size and currency | Rounded amount when available |
| Stage attribute | Pipeline stage | Uses configured or default stage field |
| Owner | Owner email | Used when present |
Frequently Asked Questions
Does Attio write founder KPIs?
No. Attio is an investor workspace connection and writes pipeline entries.
What if my stage field is custom?
Map the custom stage field in connection settings so Sabaki reads the intended status attribute.
Can Attio sync companies without opportunities?
The current mapping starts from opportunity records and uses linked companies where available.
Why are some fields blank?
Attio fields are optional in the source record; Sabaki only writes values that are present and readable.