What Shuttio reads from Salesflare, 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.
An API key, not a sign-in. Create one in Salesflare under Settings, API keys (the orange plus) and paste it; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes.
Object by object: What objects are supported for Salesflare 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.
- Accounts and contacts: Accounts become companies and contacts become people, with their emails, phones, addresses, website and description. A contact is linked to its account.
- Opportunities, pipelines and stages: Every pipeline comes over with its stages in Salesflare's order, and each opportunity takes the pipeline and stage it is in. An opportunity with a lost reason is lost; another closed opportunity is won, or lost when it closed at 0 % probability. Its account and main contact are linked.
- Custom fields and tags: Custom fields on accounts, contacts and opportunities keep their type where Salesflare names it: choice fields keep their options, number, date and yes/no fields stay typed. Tags come as a column.
- Notes, tasks, meetings and calls: They land on the account they belong to. Notes are the team's messages on the account; tasks become Attio tasks with their due date, completion and assignee; meetings and phone calls come from the account's activity feed.
- Owners: A task's assignee is matched to an Attio member by email.
Where each thing lands
| Salesflare 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 |
|---|
| Accounts | 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 |
|---|
| Opportunities | 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 Salesflare, generated from the same tables the runner uses:
Into Attio
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | Yes | No |
|---|
Into Clarify
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | As comments | As comments | No | No | Yes | No |
|---|
Into Odoo
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | Yes | No |
|---|
Into HubSpot
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | Yes | No |
|---|
Into Pipedrive
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | Yes | No |
|---|
Into Breakcold
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | No | No |
|---|
Into Twenty
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | As notes | As notes | No | No | Yes | No |
|---|
Into Capsule
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | Yes | No |
|---|
Into HighLevel
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | No | No | Yes | No |
|---|
Into ActiveCampaign
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | As notes | As notes | As notes | No | No | Yes | No |
|---|
Into Zendesk Sell
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | As notes | As notes | No | No | Yes | No |
|---|
Into folk
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| Salesflare | Accounts, Contacts, Opportunities | Yes | Yes | Yes | Yes | 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 |
|---|
| An API key | Salesflare takes a key you create. Shuttio checks it against your account before it saves anything and sends it only to api.salesflare.com. Create it in Salesflare under Settings, API keys, with the orange plus. |
|---|
The key reads only what its user may see, so create it as a user who sees everything you want to move. Salesflare publishes no request limit; Shuttio keeps to about 200 requests a minute, waits when Salesflare asks it to and pauses the run, to resume where it stopped, when the waits run out. Notes, meetings and calls are read one account at a time, so a large account takes hours. The key is stored encrypted and deleted 14 days after the migration finishes; you can also delete it in Salesflare at any time.
Known limits
- Request pace: Salesflare publishes no request limit, only a 429 answer. Shuttio keeps to about 200 requests a minute, waits when Salesflare asks it to and pauses the run, to resume where it stopped, when the waits run out. Notes, meetings and calls are read one account at a time, so a large account takes hours.
- Emails and web visits: Shuttio reads no emails, forwarded emails or website visits from Salesflare. They stay there.
- Products and files: Salesflare has no product catalogue to move, and Shuttio does not read file attachments.
- Workflows and email campaigns: Workflows, campaigns and their audiences are Salesflare automation, not records, and stay in Salesflare.
- Activity that is not on an account: Notes, meetings and calls that are not on an account have no record to attach to and are not moved.
- Records outside your reach: An API key sees what its user may see. Create it as a user who sees everything you want to move.
- Emails: Shuttio reads no emails or web visits from Salesflare.