Capsule to Attio migration
Shuttio moves organisations, people, opportunities and projects from Capsule into Attio, with notes, tasks, emails and files. It 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; Emails filed only on a project; Files on projects; and 7 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
- 10 things, each with the reason
- Connect
- Capsule: A personal access token, not a sign-in. 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 | Yes | 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.
10 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.
Emails filed only on a project
Doesn't moveA project has no slot to hold an email, so an email filed only on a project is counted in the run's report and not moved.
Files on projects
Doesn't moveShuttio reads no file on an entry that sits only on a project. It stays in Capsule.
Calls and meetings
Doesn't moveCapsule has no call or meeting object, so there is nothing to lose.
Notes and tasks attached only to a project
Doesn't moveA project is an object of its own with no slot to hold activities, so a note or task attached only to one is 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 a token only what its user may see. Connect with 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
Pick the pair
Choose Capsule as the source and Attio as the destination.
- 2
Connect both ends
Capsule: A personal access token, not a sign-in. Create it in Capsule under My Preferences, API Authentication Tokens and paste it; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes. Attio: sign in with Attio (OAuth).
- 3
Choose the objects
Tick what to move. Each row shows where the object lands in Attio. Nothing is written yet.
- 4
Review every field
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.
- 5
Start the free sample
Shuttio picks the sample at random: 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.
- 6
Run the full migration
One click moves the rest, free. Pause, resume and cancel work while it runs.
- 7
Check the report, then move new records
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
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.
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; Emails filed only on a project; Files on projects; Calls and meetings; and 6 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 personal access token from My Preferences, API Authentication Tokens in Capsule. The token sees only what its user sees, so use 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. The token 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.