Capsule to Attio migration
Shuttio moves organisations, people, opportunities and projects from Capsule into Attio, with notes, tasks, emails and files. Migration into Attio with Shuttio is free at any record count. It starts with a free sample of every object you tick (5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records), so you read the result in Attio before the full run, and a rollback removes what it created.
- Can I move Capsule to Attio?
- Yes.
- What moves:
- Organisations, people, opportunities and projects, with notes, tasks, emails and files.
- What doesn't:
- The request limit; Calls and meetings; Notes, tasks, emails and files on a project that has no opportunity or contact; and 5 more, each with its reason.
- Price:
- Free at any record count, the sample and the full run.
- How long:
- A free sample first, then the full run as one background job with live progress. The time depends on your record count and on Capsule's API request limits.
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- Moves
- 4 kinds of record, plus notes, tasks, emails and files
- Doesn’t move
- 8 things, each with the reason
- Connect
- Capsule: Sign in to Capsule and allow read access (OAuth). Attio: OAuth
- Price
- Free at any record count
Where each Capsule object lands
Read from the code that runs the migration. Source column names are shown as the source reports them.
| Capsule object | Lands in | Standard fields |
|---|---|---|
| Organisations | Companies |
|
| People | People |
|
| Opportunities | Deals |
|
| Projects | Its own object, or the one you already have with that name |
|
Every other property is created as an Attio attribute and shown on the Fields step. A record matches on email (people) or domain (companies) and is updated in place, so running it twice never leaves two of anything.
Notes, tasks, meetings, calls, emails, files, owners and lists
| Kind | How it moves | What happens |
|---|---|---|
| Notes | Yes | On the record each note was attached to; an edited note updates on a later run. |
| Tasks | Yes | Linked to their records. |
| Meetings | No | Meeting participants are carried by name only, so no new people are created. |
| Calls | No | Capsule has no call object, so no calls are read. |
| Emails | Off by default | Logged emails land as a Logged emails activity on their records, with sender, recipients, date and body. Off by default: Attio's mailbox sync may already show the same mail. |
| Files | Yes | Files up to 50 MB, uploaded to the record they were attached to. A larger file and a link are listed as failed rows. |
| Owners | Yes | Deal owners and task assignees, matched to an Attio member by email. |
| Lists | No | Shuttio reads no lists from Capsule. |
Deal pipelines and stages
Shuttio reads every Capsule pipeline with its milestones 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 each opportunity takes the pipeline and milestone it is in. One pipeline becomes Attio's Deal stage. With two or more you choose on the Fields step: a list per pipeline, or a stage field per pipeline. Switch Pipelines off on the Options step and the names land in text fields instead.
Your own fields
| Capsule field type | Created in Attio as |
|---|---|
| Text | Text |
| Number | Number |
| Date | Date |
| Yes/no | Checkbox |
| List | Select, with the source's options |
| Multi-select list | Text: the values are joined into one text value |
| Link | Text: a URL attribute cannot be created through Attio's API |
A field you added yourself arrives as a new Attio attribute of the type above. The Fields step lists every field before anything is written, and you can rename, skip or point a field at an attribute Attio already has.
8 things that don’t move
Each has a reason. You would find them on day two, so they are here on day zero.
The request limit
Doesn't moveCapsule 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
Doesn't moveCapsule 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
Doesn't moveInto 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
Doesn't moveThe task tracks Capsule applies are not moved; the tasks themselves are.
Records outside your reach
Doesn't moveCapsule shows Shuttio only what the signed-in user may see. Connect as a user who sees everything you want to move.
Emails, unless you tick them
Doesn't moveLogged emails from HubSpot and Pipedrive land in Attio as a Logged emails activity on their records, but they start unticked: Attio's mailbox sync may already show the same mail, and with both ticked it appears twice. Without the Attio connection's activity access, each email is listed as a skipped row rather than written as a note.
Files over 50 MB and linked files
Doesn't moveFiles up to 50 MB are uploaded to the record they were attached to, when the Attio connection has the file scope (an older connection is asked to reconnect). A larger file, and an entry that is a link rather than a file, is listed on the run as a failed row and not copied.
Goals, invoices, payments, carts and other commerce or admin records
Doesn't moveThey track billing and internal targets rather than customer relationships, and Attio has no object shaped for them. Pipelines and stages already arrive as each deal's status.
How the move runs
- 1
Source
Choose Capsule as the source and Attio as the destination.
- 2
Connect
Capsule: Sign in to Capsule and allow read access (OAuth). Shuttio asks for read only, and deletes its access 14 days after the migration finishes. Attio: sign in with Attio (OAuth).
- 3
Options
Up to five switches decide which kinds of data the next steps offer, such as custom fields, lists and custom objects. Nothing is written yet.
- 4
Objects
Tick what to move. Each row shows where the object lands in Attio.
- 5
Fields
Rename a field, skip it, or point it at a field that exists. When a field goes into an existing field, the step warns you that values on matched records are overwritten, and counts the fields concerned.
- 6
Filters
Limit which records move, per object. Filters do not change the price.
- 7
Import
A free sample runs first: 5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records. A deal in the sample still finds its company, because every object takes the records linked to the ones already picked. Lists and files move with the full migration. You open the result in Attio, then run the full migration. It is free. Pause, resume and cancel work while it runs. The Records tab lists every source record as moved, updated, skipped or failed, with the reason, and downloads as a CSV. Move new records brings over the records created in Capsule after the migration started.
Price
Free at any record count. The sample, the full run, Retry and rollback cost nothing.
Capsule to Attio with Shuttio or by hand
Attio's own Migrate CRM flow runs Import2, which is free too. Import2 brings notes and tasks, turns calls into notes and does not import meetings or emails; its undo leaves the pipelines, stages and fields it created until their support resets them. Shuttio moves meetings, calls and logged emails (from HubSpot and Pipedrive) onto the right records, rolls back every record, attribute and option it created, and after the full run moves the records created in the source since it started. The full row-by-row comparison is at shuttio.com/vs/import2. Against a manual CSV export: a CSV is one object per file and a record export has no notes, tasks or meetings in it, so a deal's company is a column you match by hand and its notes, tasks and meetings are not in the file. Shuttio reads Capsule through its API, creates records first and links them second, matches records already in Attio instead of duplicating them, and lists every record's outcome. If you only need one object's fields and no history, a CSV import is enough, and Shuttio runs those free into Attio too.
Questions
How much does a Capsule to Attio migration cost?
Free at any record count. The sample, the full run, Retry and rollback cost nothing. Attio is the destination, so there is no per-record price. Attio's own Migrate CRM flow runs Import2, which is free too. Import2 brings notes and tasks, turns calls into notes and does not import meetings or emails; its undo leaves the pipelines, stages and fields it created until their support resets them. Shuttio moves meetings, calls and logged emails (from HubSpot and Pipedrive) onto the right records, rolls back every record, attribute and option it created, and after the full run moves the records created in the source since it started. The full row-by-row comparison is at shuttio.com/vs/import2.
What does the free sample move?
5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records. Lists and files move with the full migration. It is a real write into Attio, so it can be rolled back.
What does not move from Capsule to Attio?
The request limit; Calls and meetings; Notes, tasks, emails and files on a project that has no opportunity or contact; Task tracks; and 4 more. Each has a reason on this page.
Can I undo the migration?
Yes. Rollback deletes the records, notes, tasks, meetings, files and list entries that the sample or the full run created, in reverse order, from a ledger. A record that already existed in Attio and was updated in place stays, and the values it overwrote are not restored; the Fields step warns you before the run.
Does it change anything in Capsule, and what about records created while I migrate?
Shuttio only reads from Capsule. It never writes to it. After the full run, Move new records moves the records created in Capsule after the migration started. Edits to records already moved are not copied.
What does it need from Capsule, and how long does it take?
A Capsule sign-in with read access: you connect Capsule from the migration and allow Shuttio to read. Shuttio sees only what that user sees, so sign in as a user who sees everything you want to move. Capsule allows 4,000 API requests an hour for each user and Shuttio reads 100 records a request, so the run pauses, to resume where it stopped, when the hour is used. Capsule sends no record totals, so the count is known only as the run goes. Shuttio's access is stored encrypted and deleted 14 days after the migration finishes.
Move Capsule to Attio in a free sample first.
Nothing is written to your new CRM until you have reviewed the objects and fields, and every CRM migration starts as a free sample: 5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records.