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

# Attio

> Connect Fynn with Attio: billing widget on the company, actions from the CRM, and two-way customer sync.

The Attio integration shows your Fynn billing right on the company in Attio, lets you trigger common actions without switching to billing, and keeps Fynn customers and Attio companies in sync automatically.

## What the integration offers

<CardGroup cols={2}>
  <Card title="Billing widget on the company" icon="table-columns">
    A widget right inside Attio shows the subscription, recent invoices (including payment plan), payments, and quotes of your Fynn customer on every company.
  </Card>

  <Card title="Actions from Attio" icon="bolt">
    From the company record you can create a quote, resend an invoice, send a payment link, or cancel a subscription, each with a confirmation before the cancellation.
  </Card>

  <Card title="Customer sync" icon="arrows-rotate">
    New companies in Attio can be automatically created as Fynn customers. With bidirectional sync enabled, company name changes are transferred in both directions.
  </Card>

  <Card title="Automatic linking" icon="id-badge">
    Fynn writes the customer ID (`fynn_customer_id`) and a billing link (`fynn_billing_url`) onto the Attio company record, creating a permanent, unambiguous connection between CRM and billing.
  </Card>
</CardGroup>

## Connect Attio

<Steps>
  <Step title="Open the integrations page">
    In the Fynn app, open Settings and navigate to **Integrations**. Select Attio.
  </Step>

  <Step title="Authorize via OAuth">
    Click **Connect Attio**. You will be redirected to Attio to grant Fynn access to your workspace. After confirming, you are returned to Fynn automatically.
  </Step>

  <Step title="Set up the integration">
    After connecting, Fynn sets up the required attributes (`fynn_customer_id` and `fynn_billing_url`) on the companies object and registers the webhook for real-time sync. This runs automatically in the background.
  </Step>

  <Step title="Done">
    From now on, changes to Attio companies are synced to Fynn in real time, and linked companies carry the billing link.
  </Step>
</Steps>

## Set up the widget and actions

The billing widget and the actions run as a Fynn app right inside Attio. To let the app authenticate against Fynn, you add an integration secret once.

<Steps>
  <Step title="Copy the integration secret from Fynn">
    Open the Attio integration page in Fynn. Once the integration is set up, you will find the integration secret there. Click **Copy**.
  </Step>

  <Step title="Paste it into the Attio app settings">
    In Attio, open the settings of the Fynn app (**Workspace Settings, App, Fynn Billing**) and paste the integration secret together with the API base URL.
  </Step>

  <Step title="Add the widget to the company">
    Open a company in Attio, choose **Add widget** in the page configuration, and add the Fynn billing widget. The actions are then available in the company action menu.
  </Step>
</Steps>

<Note>
  Treat the integration secret like a password. It stays unchanged when you re-provision, so you do not have to enter it in Attio again.
</Note>

## Create quotes right inside Attio

On every company you will find the action **Create quote (CPQ)**. Use it to build a complete quote for the linked Fynn customer without leaving Attio. The builder supports all key quote blocks directly in the Attio dialog.

<Steps>
  <Step title="Open the action">
    Open a company and choose **Create quote (CPQ)**. If no Fynn customer is linked yet, a hint asks you to create or link the customer first.
  </Step>

  <Step title="Set an expiry date">
    Optionally set an expiry date for the quote. Without a date, the quote remains open indefinitely.
  </Step>

  <Step title="Enter the buyer address">
    Fill in the buyer's billing address. Entries are validated for correct format, for example email and country code, so the quote never contains invalid address data.
  </Step>

  <Step title="Add line items">
    Pick products from your catalog, set quantities, and add or remove positions. The running total updates live as you go.
  </Step>

  <Step title="Insert text blocks">
    Add headings and paragraphs to the quote. You can add, edit, remove, and reorder blocks.
  </Step>

  <Step title="Refine in the Fynn editor">
    For advanced pricing such as phases, discounts, and terms, or to add images and file attachments, open the quote via **Open in Fynn editor**. Images and attachments can only be added there because Attio does not support file upload.
  </Step>
</Steps>

Existing quotes in the billing widget carry an **Edit** button on open drafts that reopens the same quote builder for that quote.

<Info>
  No extra setup is needed for quoting. It uses the same API base URL and integration secret you have already configured.
</Info>

<Note>
  Accepted or archived quotes are locked and cannot be edited in the builder. Open the Fynn editor directly instead.
</Note>

## Billing progress in Attio

The billing widget on the company shows, alongside subscriptions, invoices, and payments, the billing progress for your customer: how much has already been invoiced and, for contracts with a fixed total volume, how much is still outstanding.

For open-ended subscriptions without a fixed contract volume, only the amount already invoiced is shown. There is no meaningful target amount to display.

<Info>
  Billing progress is available automatically as soon as invoices exist for the customer in Fynn. No additional setup is required.
</Info>

## Configuration

On the Attio integration settings page you will find the following options:

<AccordionGroup>
  <Accordion title="Create customers from Attio">
    When enabled, Fynn automatically creates a new customer whenever a company is created or updated in Attio and no Fynn customer is linked yet.
  </Accordion>

  <Accordion title="Bidirectional sync">
    When enabled, Fynn also pushes customer name changes back to Attio. Without this option, changes only flow from Attio to Fynn.
  </Accordion>

  <Accordion title="Mirror documents">
    When enabled, Fynn creates your subscriptions, invoices, and quotes as dedicated Attio objects and links them to the company. The option is off by default because it creates additional objects and ongoing synchronization in Attio. The objects are only created once you enable it.
  </Accordion>
</AccordionGroup>

## Mirror documents as Attio objects

In addition to the live widget, Fynn can create your subscriptions, invoices, and quotes as native Attio objects and link them to the company. This lets you filter, sort, and work in lists directly in Attio.

Mirroring is a deliberate switch and off by default, so no additional objects and no ongoing synchronization appear in your workspace without your action. Only when you enable **Mirror documents** in the Attio settings does Fynn create the required objects. From that point on, new and changed documents are transferred to Attio.

<Note>
  If you switch mirroring off again, the transfer stops. The objects already created in Attio remain and are not removed automatically.
</Note>

## Fields on Attio companies

Fynn adds two text attributes to the companies object in Attio:

| Field              | Description                                     |
| ------------------ | ----------------------------------------------- |
| `fynn_customer_id` | Unique Fynn customer ID that anchors the link   |
| `fynn_billing_url` | Direct link to the customer detail page in Fynn |

These fields are created automatically during setup if they do not already exist.

## Notes

<Note>
  Customer sync currently transfers the company name. Additional fields (address, email, contact person) are not synced automatically at this time.
</Note>

<Info>
  The billing widget and the actions read the data live from Fynn. No invoices or payments are stored in Attio, so you always see the current state.
</Info>

<Warning>
  The integration requires an Attio workspace with permission to create and edit attributes on the companies object and to register webhooks. Make sure your Attio user has these rights before connecting.
</Warning>