Understanding Attio Sync with MonetizeNow

MonetizeNow's Attio integration keeps your deals, accounts, and contacts synchronized across both platforms automatically. Whether you're creating quotes in MonetizeNow or updating customer information in Attio, the integration ensures both systems stay aligned with minimal manual intervention.

Integration Setup

Once Attio is connected, the platform automatically configures your workspace with custom attributes (opportunity IDs, contract details, quote metrics on Deals; account IDs on Companies) and registers a secure webhook to listen for changes. An association layer tracks which Attio records correspond to which MonetizeNow entities, ensuring data consistency.

How MonetizeNow → Attio Sync Works

When you create or update a quote in MonetizeNow, the sync process begins automatically. The billing platform fires a webhook to the Connector Service, which queues the event for processing. Not every quote syncs—it must be the primary quote of its opportunity, linked to an associated Attio company, with all contacts linked to Attio people.

For new business quotes, a deal is created in Attio with the quote's description as the name, associated company and people, and a deal stage based on your configured mapping. For amendments and renewals, a separate deal is created with special naming ("Amendment - [description]") linked to the same opportunity, allowing you to track multiple revenue events for one customer.

As quotes evolve, the associated deal stays in sync: quote value changes update the deal value, status transitions trigger stage updates, and when processed, contract information is added.

How Attio → MonetizeNow Sync Works

Attio serves as the source of truth for customer and contact information. When you update a company or person, the webhook fires to MonetizeNow's system with a validated signature. The system maps companies to accounts and people to contacts, looks up existing associations, and applies selective field updates.

For accounts, it updates name and addresses while preserving currency, status, and custom fields. For contacts, it updates name, email, phone, address, and title while preserving MonetizeNow-specific settings. When an Attio person has multiple emails or phones, the system prefers the value matching what's currently in MonetizeNow, minimizing unnecessary churn.

A single Attio person can map to multiple MonetizeNow contacts across different accounts. When updated, all associated contacts are updated simultaneously. When deleted, records are deactivated (not permanently deleted) and associations are marked as disassociated, preserving audit history.

The Init Deal Workflow

Init Deal creates a MonetizeNow quote directly from an Attio deal. The system validates the deal has required information (name, currency, company, person), then resolves or creates the account, contacts, and opportunity. If the company isn't associated with an account, it creates one. For each person, it checks if they're linked to a contact in the target account and creates one if needed. Finally, it generates a pre-filled URL to the MonetizeNow quote creation page and redirects you to complete the quote.

Deal Stage Mapping

Configure how MonetizeNow quote statuses map to Attio deal stages (e.g., DRAFT → Lead, PENDING → In Progress, ACCEPTED → Won). When a quote's status changes, the associated deal automatically transitions to the mapped stage. Multiple statuses can map to the same stage, but each status maps to only one stage. If no mapping exists for a status, the stage remains unchanged.

What Syncs (and What Doesn't)

MonetizeNow → Attio: Quotes sync as deals (created and updated), quote statuses update deal stages, contract data is added when quotes are processed.

Attio → MonetizeNow: Company updates sync to accounts (name, addresses), people updates sync to contacts (name, email, phone, address, title), deletions trigger deactivations.

What doesn't sync: Accounts and contacts don't sync from MonetizeNow to Attio. Deal updates don't sync back to opportunities. Deal stages don't update quote statuses. Line items, invoices, and payments aren't synced. This asymmetric design prevents sync loops and maintains clear data ownership—Attio owns customer/contact data, MonetizeNow owns quotes and transactions.