Question 1

What does connecting billing to the CRM actually give you?

Accepted Answer

Context at the moment someone needs it, and the ability to act on it. A rep or account manager looking at an Attio company can see plan, subscription status and recurring revenue without opening the billing system, and because those are real attributes rather than notes, they can drive views, filters and automations inside Attio. Teams commonly ask for the transactional side to be present in the CRM specifically so it can trigger workflows there.

Question 2

Is there anything to watch with currency amounts?

Accepted Answer

One thing, and it matters if you bill in more than one currency. When reading currency attributes out of Attio, only the decimal value is carried across and the currency code is not retained. If your billing data spans currencies, hold the code in a separate attribute of its own rather than relying on the currency field to carry it, or normalise everything to a single reporting currency before it reaches the CRM.

Question 3

Where should subscription data land in Attio?

Accepted Answer

You have a choice, and it is worth making deliberately. Summary values such as plan, status and recurring revenue usually belong as attributes on the company, since that is what people filter and report on. Anything with many rows per customer, such as individual subscriptions, invoices or payments, is better on a custom object, which Polytomic can write to because objects are discovered live from your workspace rather than limited to the standard ones.

Question 4

What are the limits on writing into Attio?

Accepted Answer

Writes cover create, update, and create or update, so records are added and maintained but never deleted. A sync cannot create new lists or new attributes, so build the fields you want in Attio before mapping onto them, although new select and multiselect options can be created automatically when enabled. Attio also throttles writes, so a very large first load is paced rather than instant.

Connect Attio with Stripe

Connect Attio and Stripe with Polytomic

Billing state on the record

Matched on domain or email

Write to custom objects

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Step-by-step integration guide

Connect Attio in Polytomic

Connect Stripe in Polytomic

Create a sync between Attio and Stripe

Map fields and enable the sync

Frequently asked questions

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