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

# Attio

> Connect Attio to Iru Compliance with a workspace admin access token using least-privilege read scopes to collect CRM workspace, member, and object metadata.

### About Attio

Iru reads **workspace**, **object**, **record**, and **membership** data from Attio’s REST API using a **Bearer** token created under **Workspace Settings → Developers**. Tokens are **scope-bound** at creation - grant **read** paths your controls require and avoid unnecessary **write** scopes.

### How It Works

```http theme={null}
Authorization: Bearer YOUR_ACCESS_TOKEN
```

| Detail             | Value                           |
| ------------------ | ------------------------------- |
| **Category**       | CRM                             |
| **Authentication** | Bearer (workspace access token) |

Official references: [REST overview](https://docs.attio.com/rest-api/overview), [Authentication](https://developers.attio.com/docs/authentication), [Generating an API key](https://attio.com/help/apps/other-apps/generating-an-api-key).

### Prerequisites

* **Workspace admin**: only admins create tokens.

### Connect Attio to Iru

<Tabs>
  <Tab title="Attio">
    <Note>
      Complete this tab before you connect the source in Compliance.
    </Note>

    <Steps>
      <Step title="Open Workspace Settings">
        In Attio, open the **Workspace** menu (workspace name or icon), then choose **Workspace Settings**.
      </Step>

      <Step title="Open Developers">
        Select **Developers** (or **Developer settings**) for the workspace you want Iru to read.
      </Step>

      <Step title="Create a new access token">
        Select **New access token** (or **Create token**). When prompted, enter a name such as **Iru Compliance** so you can audit the integration later.
      </Step>

      <Step title="Choose read scopes">
        Enable **read** scopes that cover the objects your compliance program needs (for example records, lists, or notes; match your Attio plan and internal policy). Avoid write scopes unless your security team explicitly requires them.
      </Step>

      <Step title="Create and copy the token">
        Create the token and copy the value **once** when Attio displays it. Store it securely; you will paste it into Iru as the **Bearer** token.
      </Step>
    </Steps>

    <Note>
      Continue on the [**Iru Compliance**](#iru-compliance) tab.
    </Note>
  </Tab>

  <Tab title="Iru Compliance">
    <Note>
      Finish the [**Attio**](#attio) tab first.
    </Note>

    <Steps>
      <Step title="Open Sources">
        In Iru Compliance, on the left navigation bar, expand **Compliance** and select **Sources**.

        <Frame>
          <img src="https://mintcdn.com/iru/7HsGH7lnQ8GpVmI0/assets/media/images/iru-navigation-compliance-sources.png?fit=max&auto=format&n=7HsGH7lnQ8GpVmI0&q=85&s=595982441fd777b333b3ecfea24adc24" alt="Left navigation: Compliance expanded, Sources selected" width="424" height="1056" data-path="assets/media/images/iru-navigation-compliance-sources.png" />
        </Frame>
      </Step>

      <Step title="Turn on Attio">
        Find **Attio** (use **Category** or **Search by name or description**). On that card, turn on the **toggle**. A browser tab or window may open for the connector wizard.
      </Step>

      <Step title="Paste the access token">
        Paste the token into the **Bearer** field.
      </Step>

      <Step title="Finish the connection">
        Click **Submit Bearer Token**. When the connection succeeds, the wizard shows **Connection Configured**.
      </Step>

      <Step title="Confirm the source is Active">
        Close the **Iru is requesting access to external services** browser tab, then return to **Compliance** → **Sources** and confirm the **Attio** card is **Active**.
      </Step>
    </Steps>
  </Tab>
</Tabs>

### Troubleshooting

<AccordionGroup>
  <Accordion title="Nothing opens when you turn the source on">
    Check **pop-up blocker** settings for the Iru site and try again.
  </Accordion>

  <Accordion title="401 Unauthorized">
    Regenerate token; paste full string.
  </Accordion>

  <Accordion title="Missing objects">
    Create a token with broader **read** scopes for those objects.
  </Accordion>
</AccordionGroup>

### Related Articles

<CardGroup cols={2}>
  <Card title="Sources Management" icon="plug" href="/en/compliance/sources-management">
    Browse and manage every Compliance source.
  </Card>

  <Card title="Getting Started With Compliance" icon="rocket" href="/en/compliance/getting-started-with-compliance">
    Frameworks, actions, and **Artifacts**.
  </Card>

  <Card title="Iru Overview" icon="layer-group" href="/en/iru/platform-overview/iru-overview">
    How Endpoint, Compliance, and Identity fit together.
  </Card>

  <Card title="Artifacts Management" icon="folder-open" href="/en/compliance/artifacts-management">
    Upload, review, and organize evidence from sources and actions.
  </Card>
</CardGroup>
