What Shuttio reads from Capsule, where it lands in Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, HighLevel, ActiveCampaign, Zendesk Sell, folk, which permissions it needs and why, and what does not move.
Sign in to Capsule and allow read access (OAuth). Shuttio asks for read only, and deletes its access 14 days after the migration finishes.
Object by object: What objects are supported for Capsule migrations.
What Shuttio reads and moves
The list below describes the move into Attio. Where Clarify or Odoo differ, the destination's own article says so.
- Organisations and people: Organisations become companies and people become people, with their emails, phones, addresses, websites, social accounts and tags. A person is linked to their organisation.
- Opportunities and pipelines: Opportunities become deals in the pipeline and milestone they are in, in Capsule's order. A closed milestone with probability 100 is won and one with probability 0 is lost; an opportunity with a lost reason is lost, and the reason is kept in its own column. A deal links its main party and every additional person Capsule lists on the opportunity. Attio's deal holds one company, so additional organisations are counted in the run's report.
- Projects: Projects (Capsule's cases) become an object of their own, with their status, stage, dates and the organisation, person and opportunity they belong to.
- Custom fields and tags: Custom fields keep their type: list fields keep their options, number, date and yes/no fields stay typed. Tags come as a column on each record.
- Notes and tasks: They land on the person, organisation or opportunity they are attached to. Tasks become Attio tasks with their due date, completion and assignee.
- Owners: A task's assignee is matched to an Attio member by email.
- Emails: Email entries of the timeline, with subject, sender, recipients, date and body, on their person, organisation or opportunity. They land in Attio as a Logged emails activity on their record, unticked by default because Attio's mailbox sync may already show the same mail.
- Entries on a project only: A note, task, email or file that sits only on a Capsule project goes to the project's opportunity, or to its person or organisation when it has no opportunity. Into Odoo it lands on the Odoo project, next to the project's tasks.
- Attachments: With the Attachments checkbox ticked, each file on a note or an email lands on the opportunity, person or organisation the entry was on (a project-only entry: as above), with the full migration only (the sample moves none). A file over 50 MB is a failed row that names it.
Where each thing lands
| Capsule object | In Attio | In Clarify | In Odoo | In HubSpot | In Pipedrive | In Breakcold | In Twenty | In HighLevel | In ActiveCampaign | In Zendesk Sell | In folk |
|---|
| Organisations | Companies | Companies | Partners (companies) | Companies | Organizations | Companies | Companies | Businesses | Accounts (matched by name, or created with a contact that works there) | Organizations (matched by name, else created) | Companies |
|---|
| People | People | People | Partners (contacts) | Contacts | Persons | People | People | Contacts (put into their business) | Contacts | Contacts (put into their organization) | People |
|---|
| Opportunities | Deals | Deals | CRM opportunities | Deals | Deals | Deals | Opportunities | Opportunities (pipeline and stage matched by name) | Deals (pipelines and stages created when missing) | Deals (pipeline and stage matched by name; the contact is required) | Deals (an object in the group Shuttio import) |
|---|
| Projects | Its own object, or the one you already have with that name | Its own object, created in Clarify when it has none | Projects (Odoo Project app) | A custom object (HubSpot Enterprise), or the one you already have with that name | Not moved | Not moved | A custom object, created in Twenty when it has none, or the one you already have with that name | Not moved | Not moved | Not moved | Not moved |
|---|
| Project tasks | Not moved | Not moved | Project tasks (Odoo Project app) | Not moved | Not moved | Not moved | Not moved | Not moved | Not moved | Not moved | Not moved |
|---|
Notes, tasks, meetings, calls, files, owners and lists depend on the destination. This is the row for Capsule, generated from the same tables the runner uses:
Into Attio
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities, Projects | Yes | Yes | No | No | Yes | Yes | Yes | No |
|---|
Into Clarify
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities, Projects | Yes | Yes | No | No | As comments | Yes | Yes | No |
|---|
Into Odoo
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities, Projects, Project tasks | Yes | Yes | No | No | Yes | With an API key | Yes | No |
|---|
Into HubSpot
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities, Projects | Yes | Yes | No | No | Yes | Yes | Yes | No |
|---|
Into Pipedrive
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities | Yes | Yes | No | No | Yes | Yes | Yes | No |
|---|
Into Breakcold
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities | Yes | Yes | No | No | As notes | No | No | No |
|---|
Into Twenty
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities, Projects | Yes | Yes | No | No | As notes | Yes | Yes | No |
|---|
Into HighLevel
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities | Yes | Yes | No | No | As notes | No | Yes | No |
|---|
Into ActiveCampaign
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities | Yes | As notes | No | No | As notes | No | Yes | No |
|---|
Into Zendesk Sell
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities | Yes | Yes | No | No | As notes | No | Yes | No |
|---|
Into folk
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Capsule | Organisations, People, Opportunities | Yes | Yes | No | No | As notes | No | Yes | No |
|---|
Each destination's own article says how its data is written: Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, HighLevel, ActiveCampaign, Zendesk Sell, folk.
Permissions and why
| What | Why Shuttio needs it |
|---|
| Read access to your Capsule account | You sign in to Capsule and allow Shuttio to read (OAuth scope read). Shuttio never asks for write access to a source and sends its access only to api.capsulecrm.com. |
|---|
Shuttio reads only what the signed-in user may see, so sign in as a user who sees everything you want to move. Capsule allows 4,000 API requests an hour for each user; Shuttio keeps to that rate and pauses the run, to resume where it stopped, when the hour is used. Shuttio's access is stored encrypted and revoked and deleted 14 days after the migration finishes; you can also revoke it in Capsule at any time.
Known limits
- The request limit: Capsule allows 4,000 API requests an hour for each user. Shuttio keeps to that rate and pauses the run, to resume where it stopped, when the hour is used. A large account takes hours.
- Calls and meetings: Capsule has no call or meeting object, so there is nothing to lose.
- Notes, tasks, emails and files on a project that has no opportunity or contact: Into Odoo they land on the Odoo project; into every other destination they follow the project's opportunity, else its person or organisation. A project with neither has nothing to attach to, so its entries are counted in the run's report and not moved.
- Task tracks: The task tracks Capsule applies are not moved; the tasks themselves are.
- Records outside your reach: Capsule shows Shuttio only what the signed-in user may see. Connect as a user who sees everything you want to move.
- Emails: email entries of the timeline move with subject, sender, recipients, date and body, on their person, organisation or opportunity. An email filed only on a project goes to the project's opportunity, or its person or organisation, and into Odoo to the Odoo project; a project with neither moves nothing. Its attached files move as files of the same record when the Attachments checkbox is ticked. Into Attio they land as a Logged emails activity, unticked by default because Attio's mailbox sync may already show them.
- Large and linked files: a file over 50 MB, and an entry that is only a link, is listed as a failed row and not copied.