What Shuttio reads from OnePageCRM, where it lands in Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk, which permissions it needs and why, and what does not move.
A User ID and an API key, not a sign-in. Paste both from Settings, API; Shuttio checks them before saving anything and deletes the key 14 days after the migration finishes.
Object by object: What objects are supported for OnePageCRM 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.
- Contacts, companies and deals: Straight onto people, companies and deals. A contact is linked to its company, a deal to its contact.
- Deal pipelines and stages: Every pipeline with its numbered stages in OnePageCRM's order. A deal's status (pending, won, lost) is carried, and won and lost deals sit in a Won and a Lost stage.
- Custom fields: The custom fields of contacts, with their names and types; a choice shows its label.
- Notes: Notes on the deal they are linked to, or else on their contact.
- Actions: Actions become Attio tasks on their contact, with their due date and whether they are done.
- Owners: A contact's and a deal's owner, and an action's assignee, are matched to a workspace member by email.
Where each thing lands
| OnePageCRM object | In Attio | In Clarify | In Odoo | In HubSpot | In Pipedrive | In Breakcold | In Twenty | In Capsule | In HighLevel | In ActiveCampaign | In Zendesk Sell | In folk |
|---|
| Companies | Companies | Companies | Partners (companies) | Companies | Organizations | Companies | Companies | Organisations | Businesses | Accounts (matched by name, or created with a contact that works there) | Organizations (matched by name, else created) | Companies |
|---|
| Contacts | People | People | Partners (contacts) | Contacts | Persons | People | People | People | Contacts (put into their business) | Contacts | Contacts (put into their organization) | People |
|---|
| Deals | Deals | Deals | CRM opportunities | Deals | Deals | Deals | Opportunities | 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) |
|---|
Notes, tasks, meetings, calls, files, owners and lists depend on the destination. This is the row for OnePageCRM, generated from the same tables the runner uses:
Into Attio
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Clarify
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Odoo
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into HubSpot
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Pipedrive
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Breakcold
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | No | No |
|---|
Into Twenty
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Capsule
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into HighLevel
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into ActiveCampaign
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | As notes | No | No | No | No | No | No |
|---|
Into Zendesk Sell
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into folk
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| OnePageCRM | Companies, Contacts, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Each destination's own article says how its data is written: Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk.
Permissions and why
| What | Why Shuttio needs it |
|---|
| Your User ID | From Settings, API in OnePageCRM. It is the user name of the sign-in the API uses, and it is not secret. |
|---|
| An API key | From the same page. Shuttio checks the pair against your account before it saves anything. |
|---|
The key reads contacts, companies, deals, pipelines, notes, actions, contact custom fields and the team's users (to match owners); it never writes. Shuttio paces its requests and, if OnePageCRM throttles the account, pauses the run to resume where it stopped. The key is stored encrypted and deleted 14 days after the migration finishes; there is nothing to revoke at OnePageCRM, so regenerate the key there if you want it dead sooner.
Known limits
- Company and deal custom fields: OnePageCRM keeps them on separate field lists that Shuttio does not read in this build; they stay in OnePageCRM.
- Calls, meetings, deal items and attachments: Shuttio does not read them for this source, so they stay in OnePageCRM.
- Emails and the action stream's history: This is a CRM move: only the contact records, notes and actions are read.
- Notes and actions attached to no contact: A note or action with no contact or deal has no record to land on and stays in OnePageCRM.
- Emails: Shuttio reads no emails from this source.