Support matrix

For every source and destination pair: which objects, notes, tasks, meetings, calls, files, owners and lists move.

Last updated: 7 Nov 2026

The tables are generated from the code that runs a migration: the object catalogue, the activity writers, the Attachments rule and the owner matching. They list only the pairs the intake offers.

Moving into Attio

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVOne object per fileNoNoNoNoNoNoNoNo
HubSpotContacts, Companies, Deals, Products, Line items, Tickets, Quotes, LeadsYesYesYesYesYesYesYesYes
PipedrivePersons, Organizations, Deals, Products, Deal products, Projects, LeadsYesYesYesYesYesYesYesYes
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoYesNoYes
FreshsalesAccounts, Contacts, Leads, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, Leads, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesYesYesYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, Opportunities, Projects, ProductsYesYesYesNoYesYesYesNo
Bitrix24Companies, Contacts, Leads, Deals, ProductsYesYesYesYesYesNoYesNo
CapsuleOrganisations, People, Opportunities, ProjectsYesYesNoNoYesYesYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoYesNoYesNo
SugarCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesYesYesYesNoYesNo
SuiteCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesYesYesYesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, Leads, Opportunities, Products, Tickets, ProjectsYesYesYesYesYesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoYesYesNo
AttioCompanies, People, DealsYesYesYesYesNoYesYesYes

Moving into Clarify

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVOne object per fileNoNoNoNoNoNoNoNo
HubSpotContacts, Companies, Deals, Products, Line items, Tickets, Quotes, LeadsYesYesAs commentsAs commentsAs commentsYesYesAs fields
PipedrivePersons, Organizations, Deals, Products, Deal products, Projects, LeadsYesYesAs commentsAs commentsAs commentsYesYesAs fields
AffinityPersons, Organizations, OpportunitiesYesYesAs commentsAs commentsNoYesNoAs fields
FreshsalesAccounts, Contacts, Leads, DealsYesYesAs commentsAs commentsNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, Leads, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesAs commentsAs commentsAs commentsYesYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, Opportunities, Projects, ProductsYesYesAs commentsNoAs commentsYesYesNo
Bitrix24Companies, Contacts, Leads, Deals, ProductsYesYesAs commentsAs commentsAs commentsNoYesNo
CapsuleOrganisations, People, Opportunities, ProjectsYesYesNoNoAs commentsYesYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoAs commentsNoYesNo
SugarCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesAs commentsAs commentsAs commentsNoYesNo
SuiteCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesAs commentsAs commentsAs commentsNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesAs commentsAs commentsNoNoYesNo
VtigerOrganizations, Contacts, Leads, Opportunities, Products, Tickets, ProjectsYesYesAs commentsAs commentsAs commentsNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoYesYesNo
AttioCompanies, People, DealsYesYesNoAs commentsNoNoNoAs fields

Moving into Odoo

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVCompanies, Contacts, Deals, Leads, ProductsNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, Deals, Products, LeadsYesYesYesYesYesWith an API keyYesNo
PipedrivePersons, Organizations, Deals, Products, Projects, Project tasks, LeadsYesYesYesYesYesWith an API keyYesNo
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoWith an API keyNoNo
FreshsalesAccounts, Contacts, Leads, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, Leads, DealsYesYesNoNoNoNoYesNo
FreshdeskCompanies, Contacts, TicketsYesNoNoNoNoNoNoNo
BambooHRDepartments, Job positions, EmployeesNoNoNoNoNoNoNoNo
AsanaProjects, Project tasksNoNoNoNoNoWith an API keyYesNo
TrelloBoards, CardsNoNoNoNoNoWith an API keyYesNo
ClickUpLists, TasksNoNoNoNoNoWith an API keyYesNo
BrevoLists, ContactsNoNoNoNoNoNoNoNo
Toggl TrackClients, Projects, Project tasks, Time entriesNoNoNoNoNoNoNoNo
ClockifyClients, Projects, Project tasks, Time entriesNoNoNoNoNoNoNoNo
GreenhouseDepartments, Offices, Jobs, Candidates, ApplicationsYesNoNoNoNoNoNoNo
LeverDepartments and teams, Posting locations, Postings, Candidates, OpportunitiesYesNoNoNoNoNoNoNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesYesWith an API keyYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, Opportunities, Projects, Project tasks, ProductsYesYesYesNoYesWith an API keyYesNo
Bitrix24Companies, Contacts, Leads, Deals, ProductsYesYesYesYesYesNoYesNo
CapsuleOrganisations, People, Opportunities, Projects, Project tasksYesYesNoNoYesWith an API keyYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoYesNoYesNo
SugarCRMAccounts, Contacts, Leads, Opportunities, Products, Projects, Project tasksYesYesYesYesYesNoYesNo
SuiteCRMAccounts, Contacts, Leads, Opportunities, Products, Projects, Project tasksYesYesYesYesYesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, Leads, Opportunities, Products, Tickets, Projects, Project tasksYesYesYesYesYesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoWith an API keyYesNo
WooCommerceCustomers, Products, Customer addresses, Orders, Store, Coupons, Tax rates, Shipping methodsYesNoNoNoNoNoNoNo
AttioCompanies, People, DealsYesYesYesYesNoNoYesNo

Moving into HubSpot

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVOne object per fileNoNoNoNoNoNoYesNo
PipedrivePersons, Organizations, Deals, Products, Deal products, Projects, LeadsYesYesYesYesYesYesYesYes
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoYesNoYes
FreshsalesAccounts, Contacts, Leads, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, Leads, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesYesYesYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, Opportunities, Projects, ProductsYesYesYesNoYesYesYesNo
Bitrix24Companies, Contacts, Leads, Deals, ProductsYesYesYesYesYesNoYesNo
CapsuleOrganisations, People, Opportunities, ProjectsYesYesNoNoYesYesYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoYesNoYesNo
SugarCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesYesYesYesNoYesNo
SuiteCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesYesYesYesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, Leads, Opportunities, Products, Tickets, ProjectsYesYesYesYesYesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoYesNoNo
AttioCompanies, People, DealsYesYesNoYesNoYesYesYes

Moving into Pipedrive

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVPersons, Organizations, DealsNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, Deals, Products, Line items, LeadsYesYesYesYesYesYesYesNo
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoYesNoNo
FreshsalesAccounts, Contacts, Leads, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, Leads, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesYesYesYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, Opportunities, ProductsYesYesYesNoYesYesYesNo
Bitrix24Companies, Contacts, Leads, Deals, ProductsYesYesYesYesYesNoYesNo
CapsuleOrganisations, People, OpportunitiesYesYesNoNoYesYesYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoYesNoYesNo
SugarCRMAccounts, Contacts, Leads, Opportunities, ProductsYesYesYesYesYesNoYesNo
SuiteCRMAccounts, Contacts, Leads, Opportunities, ProductsYesYesYesYesYesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, Leads, Opportunities, ProductsYesYesYesYesYesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoYesYesNo
AttioCompanies, People, DealsYesYesNoYesNoNoYesNo

Moving into Breakcold

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVPeople, Companies, DealsNoNoNoNoNoNoNoNo
HubSpotContacts, Companies, DealsYesYesYesYesAs notesNoNoNo
PipedrivePersons, Organizations, DealsYesYesYesYesAs notesNoNoNo
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoNoNoNo
FreshsalesAccounts, Contacts, DealsYesYesYesYesNoNoNoNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoNoNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoNoNo
Zendesk SellCompanies, People, DealsYesYesNoNoNoNoNoNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesAs notesNoNoNo
folkCompanies, People, DealsYesYesNoNoNoNoNoNo
InsightlyOrganisations, Contacts, OpportunitiesYesYesYesNoAs notesNoNoNo
Bitrix24Companies, Contacts, DealsYesYesYesYesAs notesNoNoNo
CapsuleOrganisations, People, OpportunitiesYesYesNoNoAs notesNoNoNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoAs notesNoNoNo
SugarCRMAccounts, Contacts, OpportunitiesYesYesYesYesAs notesNoNoNo
SuiteCRMAccounts, Contacts, OpportunitiesYesYesYesYesAs notesNoNoNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoNoNo
VtigerOrganizations, Contacts, OpportunitiesYesYesYesYesAs notesNoNoNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoNoNoNo
AttioCompanies, People, DealsYesYesNoYesNoNoNoNo

Moving into Twenty

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVOne object per fileNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, Deals, Products, Line items, Tickets, Quotes, LeadsYesYesAs notesAs notesAs notesYesYesNo
PipedrivePersons, Organizations, Deals, Products, Deal products, Projects, LeadsYesYesAs notesAs notesAs notesYesYesNo
AffinityPersons, Organizations, OpportunitiesYesYesAs notesAs notesNoYesNoNo
FreshsalesAccounts, Contacts, Leads, DealsYesYesAs notesAs notesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, Leads, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesAs notesAs notesAs notesYesYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, Opportunities, Projects, ProductsYesYesAs notesNoAs notesYesYesNo
Bitrix24Companies, Contacts, Leads, Deals, ProductsYesYesAs notesAs notesAs notesNoYesNo
CapsuleOrganisations, People, Opportunities, ProjectsYesYesNoNoAs notesYesYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoAs notesNoYesNo
SugarCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesAs notesAs notesAs notesNoYesNo
SuiteCRMAccounts, Contacts, Leads, Opportunities, Products, Cases, ProjectsYesYesAs notesAs notesAs notesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesAs notesAs notesNoNoYesNo
VtigerOrganizations, Contacts, Leads, Opportunities, Products, Tickets, ProjectsYesYesAs notesAs notesAs notesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoYesYesNo
AttioCompanies, People, DealsYesYesNoAs notesNoNoNoNo

Moving into Capsule

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVPeople, Companies, DealsNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, DealsYesYesYesYesAs notesYesYesNo
PipedrivePersons, Organizations, Deals, ProjectsYesYesYesYesAs notesYesYesNo
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoYesNoNo
FreshsalesAccounts, Contacts, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesAs notesYesYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Opportunities, ProjectsYesYesYesNoAs notesYesYesNo
Bitrix24Companies, Contacts, DealsYesYesYesYesAs notesNoYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoAs notesNoYesNo
SugarCRMAccounts, Contacts, Opportunities, ProjectsYesYesYesYesAs notesNoYesNo
SuiteCRMAccounts, Contacts, Opportunities, ProjectsYesYesYesYesAs notesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, Opportunities, ProjectsYesYesYesYesAs notesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoYesYesNo
AttioCompanies, People, DealsYesYesNoYesNoNoNoNo

Moving into HighLevel

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVContacts, Businesses, OpportunitiesNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, DealsYesYesYesYesAs notesNoYesNo
PipedrivePersons, Organizations, DealsYesYesYesYesAs notesNoYesNo
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoNoNoNo
FreshsalesAccounts, Contacts, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, OpportunitiesYesYesYesNoAs notesNoYesNo
Bitrix24Companies, Contacts, DealsYesYesYesYesAs notesNoYesNo
CapsuleOrganisations, People, OpportunitiesYesYesNoNoAs notesNoYesNo
SugarCRMAccounts, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
SuiteCRMAccounts, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoNoYesNo
AttioCompanies, People, DealsYesYesNoYesNoNoYesNo

Moving into ActiveCampaign

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVContacts, Accounts, DealsNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, DealsYesAs notesAs notesAs notesAs notesNoYesNo
PipedrivePersons, Organizations, DealsYesAs notesAs notesAs notesAs notesNoYesNo
AffinityPersons, Organizations, OpportunitiesYesAs notesAs notesAs notesNoNoNoNo
FreshsalesAccounts, Contacts, DealsYesAs notesAs notesAs notesNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesAs notesNoNoNoNoNoNo
Zendesk SellCompanies, People, DealsYesAs notesNoNoNoNoNoNo
CloseLeads, Contacts, OpportunitiesYesAs notesAs notesAs notesAs notesNoYesNo
folkCompanies, People, DealsYesAs notesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, OpportunitiesYesAs notesAs notesNoAs notesNoYesNo
Bitrix24Companies, Contacts, DealsYesAs notesAs notesAs notesAs notesNoYesNo
CapsuleOrganisations, People, OpportunitiesYesAs notesNoNoAs notesNoYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesAs notesNoNoAs notesNoYesNo
SugarCRMAccounts, Contacts, OpportunitiesYesAs notesAs notesAs notesAs notesNoYesNo
SuiteCRMAccounts, Contacts, OpportunitiesYesAs notesAs notesAs notesAs notesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesAs notesAs notesAs notesNoNoYesNo
VtigerOrganizations, Contacts, OpportunitiesYesAs notesAs notesAs notesAs notesNoYesNo
TwentyCompanies, People, OpportunitiesYesAs notesNoNoNoNoYesNo
AttioCompanies, People, DealsYesAs notesNoAs notesNoNoYesNo

Moving into Zendesk Sell

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVContacts, Organizations, DealsNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, Deals, LeadsYesYesAs notesAs notesAs notesNoYesNo
PipedrivePersons, Organizations, Deals, LeadsYesYesAs notesAs notesAs notesNoYesNo
AffinityPersons, Organizations, OpportunitiesYesYesAs notesAs notesNoNoNoNo
FreshsalesAccounts, Contacts, Leads, DealsYesYesAs notesAs notesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesAs notesAs notesAs notesNoYesNo
folkCompanies, People, DealsYesYesNoNoNoNoYesNo
InsightlyOrganisations, Contacts, Leads, OpportunitiesYesYesAs notesNoAs notesNoYesNo
Bitrix24Companies, Contacts, Leads, DealsYesYesAs notesAs notesAs notesNoYesNo
CapsuleOrganisations, People, OpportunitiesYesYesNoNoAs notesNoYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoAs notesNoYesNo
SugarCRMAccounts, Contacts, Leads, OpportunitiesYesYesAs notesAs notesAs notesNoYesNo
SuiteCRMAccounts, Contacts, Leads, OpportunitiesYesYesAs notesAs notesAs notesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesAs notesAs notesNoNoYesNo
VtigerOrganizations, Contacts, Leads, OpportunitiesYesYesAs notesAs notesAs notesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoNoYesNo
AttioCompanies, People, DealsYesYesNoAs notesNoNoYesNo

Moving into Zendesk Support

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
FreshdeskCompanies, Contacts, TicketsNoNoNoNoNoYesYesNo
HubSpot Service HubCompanies, Contacts, TicketsNoNoNoNoNoYesYesNo

Moving into HubSpot Service Hub

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
FreshdeskCompanies, Contacts, TicketsNoNoNoNoNoYesYesNo

Moving into folk

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
Spreadsheet / CSVOne object per fileNoNoNoNoNoNoYesNo
HubSpotContacts, Companies, DealsYesYesYesYesAs notesNoYesNo
PipedrivePersons, Organizations, DealsYesYesYesYesAs notesNoYesNo
AffinityPersons, Organizations, OpportunitiesYesYesYesYesNoNoNoNo
FreshsalesAccounts, Contacts, DealsYesYesYesYesNoNoYesNo
ActiveCampaignAccounts, Contacts, DealsYesYesNoNoNoNoYesNo
OnePageCRMCompanies, Contacts, DealsYesYesNoNoNoNoYesNo
Zendesk SellCompanies, People, DealsYesYesNoNoNoNoYesNo
CloseLeads, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
InsightlyOrganisations, Contacts, OpportunitiesYesYesYesNoAs notesNoYesNo
Bitrix24Companies, Contacts, DealsYesYesYesYesAs notesNoYesNo
CapsuleOrganisations, People, OpportunitiesYesYesNoNoAs notesNoYesNo
HighLevelBusinesses, Contacts, OpportunitiesYesYesNoNoAs notesNoYesNo
SugarCRMAccounts, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
SuiteCRMAccounts, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
SalesflareAccounts, Contacts, OpportunitiesYesYesYesYesNoNoYesNo
VtigerOrganizations, Contacts, OpportunitiesYesYesYesYesAs notesNoYesNo
TwentyCompanies, People, OpportunitiesYesYesNoNoNoNoYesNo
AttioCompanies, People, DealsYesYesNoYesNoNoNoNo

Moving into Ashby

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
GreenhouseDepartments, Offices, Jobs, Candidates, ApplicationsYesNoNoNoNoNoYesNo
LeverDepartments and teams, Posting locations, Postings, Candidates, OpportunitiesYesNoNoNoNoNoYesNo
WorkableCandidatesNoNoNoNoNoNoYesNo
RecruiteeCandidatesNoNoNoNoNoNoYesNo
SmartRecruitersCandidatesNoNoNoNoNoNoYesNo
TeamtailorCandidatesNoNoNoNoNoNoYesNo

Moving into Lever

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
GreenhouseDepartments, Offices, Jobs, Candidates, ApplicationsYesNoNoNoNoNoYesNo
LeverDepartments and teams, Posting locations, Postings, Candidates, OpportunitiesYesNoNoNoNoNoYesNo
WorkableCandidatesNoNoNoNoNoNoYesNo
RecruiteeCandidatesNoNoNoNoNoNoYesNo
SmartRecruitersCandidatesNoNoNoNoNoNoYesNo
TeamtailorCandidatesNoNoNoNoNoNoYesNo

Moving into Greenhouse

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
GreenhouseDepartments, Offices, Jobs, Candidates, ApplicationsYesNoNoNoNoNoYesNo
LeverDepartments and teams, Posting locations, Postings, Candidates, OpportunitiesYesNoNoNoNoNoYesNo
WorkableCandidatesNoNoNoNoNoNoYesNo
RecruiteeCandidatesNoNoNoNoNoNoYesNo
SmartRecruitersCandidatesNoNoNoNoNoNoYesNo
TeamtailorCandidatesNoNoNoNoNoNoYesNo

Moving into ClickUp

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
AsanaProjects, Project tasksNoNoNoNoNoNoYesNo
TrelloBoards, CardsNoNoNoNoNoNoYesNo

Moving into Asana

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
TrelloBoards, CardsNoNoNoNoNoNoYesNo
ClickUpLists, TasksNoNoNoNoNoNoYesNo

Moving into Trello

FromObjectsNotesTasksMeetingsCallsEmailsFilesOwnersLists
AsanaProjects, Project tasksNoNoNoNoNoNoYesNo
ClickUpLists, TasksNoNoNoNoNoNoYesNo

How to read it

  • Yes: the data moves as that kind of record.
  • As comments: Clarify builds meetings from the calendar you connect to it and has no call object, so a source meeting or call lands as a comment on its record.
  • As notes: a call written as a note on its record, with the date, direction, duration and outcome at the top (a destination with no call record).
  • As fields: Clarify's API cannot add a record to a list, so list membership becomes a multi-select field on each record.
  • With an API key: Odoo takes files only when you connect with an API key. An import package and the Odoo app do not carry files.
  • Owners: Yes means Shuttio matches the source's owner to a user in the destination by email. Into Attio that covers deal owners and task assignees. Into Clarify it covers task owners. Into Odoo it covers record owners, from the source's user list or from an email in the owner column of a CSV. An owner with no match is not given to anyone else.
  • Objects: the record objects the pair carries. A CSV carries one object per file.

Where each object lands, and what does not move, is in the article for each source and destination.

Not answered here? Email help@shuttio.com.