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Integration Guide

Connect your CRM and revenue stack so customer data, quotes, contracts, and billing metrics stay in sync without either system overwriting the other.

How Integration Works

  <p>Attio handles your CRM workflow: companies, people, deals, pipeline. MonetizeNow handles quoting, contracts, and revenue. Records link across both systems through ID-to-ID pairings, so each side always knows which record it's talking to.</p>

Sync runs in one direction per data type. Customer data flows from Attio into MonetizeNow. Quote and Contract data flows from MonetizeNow back into Attio. Each system owns its data, and neither overwrites another.

CRM and billing need to stay separate in your revenue stack. When one overwrites another, you get duplicate records, phantom pipeline, and unreliable ARR. Clear ownership boundaries keep both systems trustworthy.

  <div class="layers">
    <div class="layer-card attio">
      <h4>Attio Owns</h4>

      <ul>
        <li>Company and People profiles</li>
        <li>Deal pipeline and stages</li>
        <li>Rep workspace and CRM workflow</li>
        <li>Customer data edits</li>
      </ul>
    </div>

    <div class="layer-card mn">
      <h4>MonetizeNow Owns</h4>

      <ul>
        <li>Quote generation and lifecycle</li>
        <li>Contract creation and status</li>
        <li>Revenue metrics (ARR, MRR)</li>
        <li>Invoicing, billing, payments</li>
      </ul>
    </div>
  </div>

  <h2>Object Mapping</h2>
  <p>Every Attio record maps to a MonetizeNow record through a stored ID pair. Once linked, all sync decisions reference that pairing.</p>

  <div class="map-grid">
    <div class="map-left"><div class="map-sys">Attio</div><div class="map-obj">Company</div></div>
    <div class="map-arrow">→</div>
    <div class="map-right"><div class="map-sys">MonetizeNow</div><div class="map-obj">Account</div></div>
    <div class="map-left"><div class="map-sys">Attio</div><div class="map-obj">Person</div></div>
    <div class="map-arrow">→</div>
    <div class="map-right"><div class="map-sys">MonetizeNow</div><div class="map-obj">Contact</div></div>
    <div class="map-left"><div class="map-sys">Attio</div><div class="map-obj">Deal</div></div>
    <div class="map-arrow">→</div>
    <div class="map-right"><div class="map-sys">MonetizeNow</div><div class="map-obj">Opportunity</div></div>
    <div class="map-left"><div class="map-sys">MonetizeNow</div><div class="map-obj">Primary Quote + Contract</div></div>
    <div class="map-arrow">→</div>
    <div class="map-right"><div class="map-sys">Attio</div><div class="map-obj">Deal (custom attributes)</div></div>
  </div>

  <h2>Sync Direction</h2>

  <div class="dir-banner">
    <span class="dir-label dir-in">Inbound</span>
    <span class="dir-text">Attio Company and People edits sync into MonetizeNow Account and Contact records.</span>
  </div>

  <div class="dir-banner">
    <span class="dir-label dir-out">Outbound</span>
    <span class="dir-text">MonetizeNow Primary Quote and Contract data syncs into Attio Deal custom attributes.</span>
  </div>

  <h2>Six Things Worth Knowing</h2>

  <div class="num-grid">
    <div class="num-card">
      <div class="num">01 /</div>
<div class="num-title">Only Primary Quote syncs</div>
<div class="num-body">An Opportunity can have multiple Quotes, but only <strong>Primary Quote</strong> writes data to Attio Deal. Drafts, alternatives, and older versions get skipped.</div>
    </div>

    <div class="num-card">
      <div class="num">02 /</div>
<div class="num-title">Amendments and Renewals create separate Deals</div>

<div class="num-body">Each amendment or renewal creates a new Attio Deal named "Amendment - [description]" or "Renewal - [description]", preserving original Deal history.</div>

    </div>

    <div class="num-card">
      <div class="num">03 /</div>
<div class="num-title">Deletions deactivate</div>
<div class="num-body">Deleting an Attio Company or Person deactivates corresponding Account or Contact and unlinks association. Billing records stay intact for audit and contract integrity.</div>

    </div>

    <div class="num-card">
      <div class="num">04 /</div>
<div class="num-title">One Workspace per Tenant</div>
<div class="num-body">Only one Attio Workspace connects per Tenant, preventing cross-tenant data contamination and duplicate sync flows.</div>

    </div>

    <div class="num-card">
      <div class="num">05 /</div>
<div class="num-title">Association-driven identity</div>
<div class="num-body">Every sync starts with an association check. If one exists, data flows. If not, a new association is created or that record is skipped.</div>

    </div>

    <div class="num-card">
      <div class="num">06 /</div>
<div class="num-title">Selective updates</div>
<div class="num-body">When Attio pushes an update, only mapped fields change. Billing-specific values like status, custom fields, and configuration stay untouched.</div>

    </div>
  </div>

Updated 5 months ago

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