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Attio and PostgreSQL integration — two-way sync

Keep supported Attio and PostgreSQL records aligned with two-way sync. Give each team access to current data while controlling which system can update each field.

  • Field mappings and sync direction under your control
  • Inspect and resolve record errors in one dashboard
Two-way sync for supported objects
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Example workflow

Company reporting workflow

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting eventA change involving Attio Companies or the proposed company table in PostgreSQL needs a defined result in the other system.

  1. Start with Attio Companies and the proposed company table in PostgreSQL. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve parent organizations, business units, and currency references before dependent transactions.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyUse two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Review records and field ownership

Mapping essentials

Records and field ownership

Match records by stable IDs and assign an owner for each field. The record notes identify the coverage to check.

Download the mapping worksheet

CSV · No email required

Example record relationships between Attio and PostgreSQL
Attio recordPostgreSQL recordRecord matchingField ownership
CompaniesDocumented record: SupportedReporting datasetProposed company tableProposed table; choose its name and schema.Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.Assign ownership separately for relationship details and finance-controlled billing details.
PeopleDocumented record: SupportedReporting datasetProposed contact tableProposed table; choose its name and schema.Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
DealsDocumented record: SupportedReporting datasetProposed deal or opportunity tableProposed table; choose its name and schema.Keep the opportunity/deal ID separate from any later order or invoice ID.The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.

Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.

Why teams connect Attio and PostgreSQL

Put your Attio and PostgreSQL data to work

Start with the work your team needs to complete: keep records up to date, make operational data available for reporting, or move data to a new system. Choose one Attio and PostgreSQL workflow to test, define what success looks like, and decide who handles failed updates.

  • Join Attio Companies against product usage tables in Postgres to flag expansion-ready accounts.

  • Power internal tools that read and write Attio Deals through standard SQL instead of API integration code.

  • Enforce data quality with Primary and Unique Keys on synced tables, catching duplicate People before they spread.

What records can you sync?

Start with the records your workflow needs. Check each system’s read and write requirements before mapping fields.

Attio

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • People
  • Companies
  • Users
  • Deals
  • Workspaces
  • Custom objects (all)
✅ Supported. Confirm field permissions and sync direction.

Read the Attio connector guide

PostgreSQL

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Tables
See connector requirements. Confirm field permissions and sync direction.

Read the PostgreSQL connector guide

Connection essentials

Review how each system connects, detects changes, and permits access to your records.

View setup requirements and limits
Connection requirementAttioPostgreSQL
Integration interfaceREST APISQL wire protocol (PostgreSQL frontend/backend protocol)
AuthenticationGuided authorization in the Stacksync connection flow; the saved guide does not name the authentication protocol.Database credentials
Change detectionThe saved Stacksync guide does not specify the change-detection mechanism.The Postgres connector uses logical replication.
Read accessAvailable for supported recordsAvailable for supported records
Write accessAvailable for supported recordsAvailable for supported records

Enterprise controls

Security and control for your integrations

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Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Attio
Integration interface
REST API
Authentication
Guided authorization in the Stacksync connection flow; the saved guide does not name the authentication protocol.
Change detection
The saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Create an Attio connection in Stacksync and complete the guided authorization flow.
  • Check that the required objects appear in the documented catalog; confirm write-back for each intended object.
Limitations to check
  • The connector documents two-way sync, but the object table does not specify which individual fields are writable. Confirm field permissions and change detection for the intended use case.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Attio setup guide
PostgreSQL
Integration interface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
The Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Use a single-column primary key with a database-generated default for every selected table; composite primary keys are not supported.
  • Give the connected database role the required ownership and replication rights. Logical replication requires wal_level=logical; check the hosted database procedure before changing it.
  • For PostgreSQL 12 and earlier, have the database administrator install the pgcrypto extension before starting the sync so tracking tables can use gen_random_uuid(). PostgreSQL 13 and later provide this function without the extension.
Limitations to check
  • Renaming a schema, table, or column requires updating the sync configuration.
  • Database views cannot be used as writable destinations in two-way sync; validate the selected connector and view support separately.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

PostgreSQL setup guide

Prepare Attio and PostgreSQL access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Attio setup checklist
  • Create an Attio connection in Stacksync and complete the guided authorization flow.
  • Check that the required objects appear in the documented catalog; confirm write-back for each intended object.

Setup guides: Authorize Attio

PostgreSQL setup checklist
  • Use a single-column primary key with a database-generated default for every selected table; composite primary keys are not supported.
  • Give the connected database role the required ownership and replication rights. Logical replication requires wal_level=logical; check the hosted database procedure before changing it.
  • For PostgreSQL 12 and earlier, have the database administrator install the pgcrypto extension before starting the sync so tracking tables can use gen_random_uuid(). PostgreSQL 13 and later provide this function without the extension.

Setup guides: Authorize PostgresEnsuring Secure Cloud SQL Connections with SSL CertificateEnsuring Secure RDS Connections with SSL Certificate

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Attio and PostgreSQL planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

See Stacksync in action · Review current pricing

Record identity and field ownership

Keep each record tied to its source ID. Use the references below to choose field owners and preserve relationships between records.

Download the mapping worksheet · CSV, no email required

Reporting dataset

Companies / Proposed company table in PostgreSQL (choose its name)

Plan a company dataset while preserving its source meaning.

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Attio
Documented record · ✅ Supported
PostgreSQL
Your database schema
Record identity
Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.
Field ownership
Assign ownership separately for relationship details and finance-controlled billing details.

Fields to include

  • Source record ID
  • Legal or display name
  • Business-unit reference
  • Lifecycle status
Record dependencies
Resolve parent organizations, business units, and currency references before dependent transactions.
Validation
Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.
Recovery
Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

References: Attio: Companies documentation

Reporting dataset

People / Proposed contact table in PostgreSQL (choose its name)

Plan a contact dataset while preserving its source meaning.

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Attio
Documented record · ✅ Supported
PostgreSQL
Your database schema
Record identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership
Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.

Fields to include

  • Source person ID
  • Display name
  • Email address
  • Organization reference
  • Consent state
Record dependencies
Resolve the organization relationship and any owner or consent references required by the destination.
Validation
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

References: Attio: People documentation

Reporting dataset

Deals / Proposed deal or opportunity table in PostgreSQL (choose its name)

Plan a deal or opportunity dataset while preserving its source meaning.

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Attio
Documented record · ✅ Supported
PostgreSQL
Your database schema
Record identity
Keep the opportunity/deal ID separate from any later order or invoice ID.
Field ownership
The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.

Fields to include

  • Source deal ID
  • Stage
  • Amount and currency
  • Expected close date
  • Company reference
Record dependencies
Map the customer and sales pipeline before the opportunity; map stage values deliberately.
Validation
Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.
Recovery
Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

References: Attio: Deals documentation

Reporting dataset

Users / Proposed application user or identity table in PostgreSQL (choose its name)

Plan a application user or identity dataset while preserving its source meaning.

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Attio
Documented record · ✅ Supported
PostgreSQL
Your database schema
Record identity
Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.
Field ownership
Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.

Fields to include

  • Source user ID
  • Tenant reference
  • Account status
  • Group references
Record dependencies
Resolve tenant and group references and establish a protected administrative-account policy.
Validation
Test a renamed login, disabled account, missing group, and a user existing in two tenants.
Recovery
Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.

References: Attio: Users documentation

Compare integration approaches

Use Attio Companies and PostgreSQL Proposed company table in PostgreSQL (choose its name) for the first pilot. Verify its identity and permitted direction, then add dependent records only when the acceptance checks pass.

Stacksync managed sync

Best fit
Two-way sync for supported objects. Choose the records, writable fields, and permissions for your workflow.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Attio and PostgreSQL record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Companies / Proposed company table in PostgreSQL (choose its name), update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when Attio and PostgreSQL need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time Attio / PostgreSQL migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Company reporting workflow

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting event: A change to the selected Companies or Proposed company table in PostgreSQL (choose its name) record needs a defined result in the other system.

  1. Start with Attio Companies and PostgreSQL Proposed company table in PostgreSQL (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve parent organizations, business units, and currency references before dependent transactions.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

If it fails: Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Contact reporting workflow

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting event: A change to the selected People or Proposed contact table in PostgreSQL (choose its name) record needs a defined result in the other system.

  1. Start with Attio People and PostgreSQL Proposed contact table in PostgreSQL (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve the organization relationship and any owner or consent references required by the destination.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.

If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Deal or opportunity reporting workflow

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting event: A change to the selected Deals or Proposed deal or opportunity table in PostgreSQL (choose its name) record needs a defined result in the other system.

  1. Start with Attio Deals and PostgreSQL Proposed deal or opportunity table in PostgreSQL (choose its name). Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Map the customer and sales pipeline before the opportunity; map stage values deliberately.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

If it fails: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

Plan the customer lifecycle across Attio and PostgreSQL

Validate the selected objects and operations even where connector-level direction is documented.

Starting event: A customer-facing change in Attio needs operational context in PostgreSQL.

  1. Select the relevant People or Companies records and identify whether the downstream relationship is a person, a company, a deal, or a reporting row.
  2. Define which lifecycle transitions are informative and which should request a downstream action. Keep conversion and merge history connected to stable IDs.
  3. Choose a representative reopened deal, changed contact identity, or reassigned account to test the handoff before expanding.

Expected result: The relationship survives a lifecycle change without creating a duplicate customer or triggering an unintended business action.

If it fails: Inspect merge/conversion history and existing destination records before replaying a lifecycle transition.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Companies / Proposed company table in PostgreSQL (choose its name)

Test case

Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.

Expected result

The expected company relationship is preserved with no duplicate action or unintended write.

People / Proposed contact table in PostgreSQL (choose its name)

Test case

Test an email change, two records sharing an email, and a person associated with multiple organizations.

Expected result

The expected contact relationship is preserved with no duplicate action or unintended write.

Deals / Proposed deal or opportunity table in PostgreSQL (choose its name)

Test case

Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.

Expected result

The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.

Users / Proposed application user or identity table in PostgreSQL (choose its name)

Test case

Test a renamed login, disabled account, missing group, and a user existing in two tenants.

Expected result

The expected application user or identity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Check that each connected account can read and write the chosen objects. Exercise both directions with a test record before enabling production changes.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated company change

Investigate

Inspect Attio Companies and PostgreSQL Proposed company table in PostgreSQL (choose its name), their IDs, and the destination error.

Next action

Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.

Rejected or repeated contact change

Investigate

Inspect Attio People and PostgreSQL Proposed contact table in PostgreSQL (choose its name), their IDs, and the destination error.

Next action

Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.

Rejected or repeated deal or opportunity change

Investigate

Inspect Attio Deals and PostgreSQL Proposed deal or opportunity table in PostgreSQL (choose its name), their IDs, and the destination error.

Next action

Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

A record type or update is unavailable

Investigate

Check the Attio and PostgreSQL connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Attio and PostgreSQL

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Attio PostgreSQL Timing depends on the connected systems

Detect changesThe saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.

Apply updatesSelected writable fields update in PostgreSQL. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.

PostgreSQL Attio Timing depends on the connected systems

Detect changesThe Postgres connector uses logical replication. The separate Postgres Heroku connector uses database triggers when replication rights are unavailable.

Apply updatesSelected writable fields update in Attio. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
FAQ

Attio and PostgreSQL integration FAQ

Further reading

Guides and resources

Next step

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Walk through your Attio and PostgreSQL records, field mappings, and requirements with an integration engineer.

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