Guided setup
The five-step wizard that connects Attio and runs your first cleanup.
New workspaces start with a short guided setup that takes you from connecting Attio to your first merge. You can leave at any point using Skip to queue in the top-right corner.
The five steps
- Connect — Sign in with Attio to link your workspace.
- Scan — DeDupe scans your companies and shows live counters for records processed and duplicates found.
- Estimate — A first-look summary with your likely duplicate count and an estimated data health score.
- Cleanup — Your top few highest-confidence matches, ready to review right away.
- Done — Confirmation that continuous monitoring is on, with a prompt to set up alerts.
Skipping ahead
Every step has a Skip to queue → link that drops you into the full duplicate queue. Nothing you've done so far is lost — the scan keeps running in the background.
After setup
From the final step you can:
- Go to dashboard — see your dashboard overview.
- View duplicates queue — start reviewing duplicates.
You can re-run the guided setup any time from the dashboard's empty state, or just start a new scan yourself — see Run your first scan.