Copper to Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule and folk
Companies, people, opportunities with their pipelines, leads and projects — with the notes, tasks, meetings and calls attached to them.
- Connect with
- An API key, not a sign-in. Paste the key from System settings, API Keys and the email of the user who made it; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes.
- Price
- Attio: free at any record count. Clarify and Odoo and HubSpot and Pipedrive and Breakcold and Twenty and Capsule and folk: priced by record count; the sample is free
- Moves to
- Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule and folk
- Moves
- 11 things into Attio, listed below
- Doesn’t move
- 10 things into Attio, each with the reason
Copper, one destination at a time
Field-by-field mapping, what doesn't move, price and questions for each pair.
Where Copper data can go
The destinations a customer can start today, with the price of each.
- Attio
- Free at any record count.
- Clarify
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- Odoo
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- HubSpot
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- Pipedrive
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- Breakcold
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- Twenty
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- Capsule
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
- folk
- A CSV import is free. A CRM migration is priced once per migration by record count (up to 50,000 records $249, up to 100,000 records $499, up to 200,000 records $749, up to 500,000 records $999, up to 1,000,000 records $1,499, up to 5,000,000 records $4,749, over 5,000,000 records email help@shuttio.com); the sample is free and you see the price before the full run starts.
What lands in each, and what a rollback leaves: HubSpot, Pipedrive, Breakcold, Twenty, Capsule, folk.
What moves from Copper into Attio
Each of these is written against the real API rather than a generic model, which is where the depth comes from.
Companies, people and opportunities
Straight onto companies, people and deals, with every field the account describes, custom fields included. A person is linked to their company, an opportunity to its company and primary contact.
Pipelines and stages
Every opportunity pipeline with its stages in Copper's order. An opportunity's status decides its outcome: Won and Lost carry over, and Abandoned lands as lost.
Leads, where the account has them
Copper's Leads are optional. Where they are on, leads land as people with a lead status, as deals at the stage Lead, or as their own object, as you choose. Converted leads are not read: they exist as what they became.
Projects
Copper projects become their own object, with their status and the company, person or opportunity they are related to.
Notes, tasks and meetings
Notes land on the opportunity, person, company or lead they were logged on, tasks become Attio tasks, and Copper meetings become Attio meetings. An activity on a lead lands on the lead's own record, wherever you put leads. If that lead did not move, the run's report names it.
Calls
Activities of the type Phone Call, and any call type the account added, land in Attio's Phone calls with their date and text, or as a note when the workspace has not allowed activities.
Owners
An opportunity's owner and a task's owner are matched to an Attio member by email.
And on every migration
Relationships, resolved in a second pass
Records are created first and linked second, so a deal finds its company no matter which order they arrived in. A link whose other end never made it is reported as a skipped row naming what it was waiting for.
Dedup against what is already in Attio
People match on email, companies on domain, custom objects on the unique key you designate. A matched record is updated in place, so running the same migration twice never leaves you two of anything.
A sample run before the real one
A connected CRM imports a sample first (5% of your companies, contacts or deals, 10 to 1,000 records, picked at random, with their linked records), you read the result, then one click runs the rest. A CSV imports in full, free, and rolls back if it is wrong.
Cancel removes what Shuttio created
Every record, note, task, meeting, file, list entry, attribute and select option this migration created is deleted or archived, in reverse order. A record it matched and updated in place stays, and the values it overwrote are not restored. Anything else in your workspace is never touched.
What moves from Copper into Clarify
Import2 does not support Clarify or Odoo as a destination. What each Copper object becomes depends on what Copper holds; every row below is something the Clarify writer does.
Companies, people and deals
Into Clarify's company, person and deal objects, upserted on the unique field Clarify gives each, so a re-run updates instead of duplicating. Deal pipelines arrive as one stage field or as separate fields, whichever you choose.
Custom objects and fields
An object you tick that Clarify does not have is created as a custom object with its fields, and missing fields are added to the objects it does have. Each one is entered in the ledger, so a rollback removes it.
Notes
As comments on the record they belonged to: the deal if it has one, else the person, else the company.
Tasks, with owners matched by email
As Clarify tasks linked to the deal, person or company. The owner is matched to a Clarify user by email; a task whose owner has no match is left unassigned, never given to someone else.
Meetings and calls, as comments
Clarify builds meetings from the calendar you connect to it and does not accept written ones. A source meeting or call lands as a comment on its record saying what it was, when, and who was there.
Emails, as comments
From HubSpot, Pipedrive, Close, Insightly, Bitrix24, Capsule, Keap, SugarCRM, SuiteCRM and Vtiger. Clarify's own email list is filled by the mailbox you connect to it and does not accept written ones, so a logged email lands as a comment on its record: subject, date, direction, sender and recipients, then the body as plain text. An Insightly email has no body or recipients to carry: its API returns neither. Affinity emails do not move: its API returns no email bodies.
Lists, as fields on the records
Clarify's API cannot add a record to a list. Membership becomes a multi-select field on each record, named after the source (for example "HubSpot lists"), and a list's own fields become one field per list and field.
Files, as attachments
With the Attachments switch on, each file up to 50 MB is downloaded from the source and attached to the person, company or deal it belonged to. A file whose record did not migrate is not moved. Files Clarify itself pulled from emails are not touched, and a rollback removes only the files Shuttio added.
Files over 50 MB, linked files and file types Clarify refuses
Doesn't moveClarify checks the type of a file when it attaches it and refuses some (a zip archive, for one). Such a file, a file over 50 MB and an entry that is only a link are listed as failed rows and not copied.
Fields created for lists, left after a rollback
Doesn't moveClarify's API has no way to delete a field. A rollback removes the records, notes, tasks, files and custom objects Shuttio created, and names the list fields it leaves for you to clear.
Values on a record Clarify already had
Doesn't moveA matched record is updated in place. A rollback removes what Shuttio created and does not restore the values it overwrote.
What moves from Copper into Odoo
Import2 does not support Clarify or Odoo as a destination. What each Copper object becomes depends on what Copper holds; every row below is something the Odoo writer does.
Companies and contacts
Companies and contacts go to Odoo's partners (res.partner), a contact linked to its company in a second pass. A partner is matched by domain or email and updated, not duplicated.
Deals and leads
Deals go to CRM opportunities and leads to CRM leads (when Odoo has leads switched on). Each source pipeline is recreated as a sales team with its stages in the source's order, and won and lost stages are kept.
Products
Into Odoo products (product.template), with the SKU, price and cost where the source has them.
Projects and their tasks
From Pipedrive, Copper, Insightly and Capsule, into Odoo's Project app (it must be installed). A project keeps its name, customer, manager (matched by email), dates, description and tags, with its stage when your Odoo has project stages and a tag when it does not. A task goes to its project with its stage in that project, deadline and assignee. Time sheets, files and subtasks do not move, and the Odoo app does not carry them yet.
Custom fields
A source column goes to an existing writable x_ field you pick, or to a new x_ field Shuttio creates when your key has the rights. A field Odoo refuses is named in the run summary and never fails the run.
Owners, matched by email
A record's owner becomes the Odoo salesperson with the same email. An owner with no match goes to the fallback user you choose before the run.
Notes, tasks and meetings
Notes become internal notes in the record's chatter. An open task becomes a scheduled To-Do activity; a completed one becomes a Done entry in the chatter. A meeting becomes a Calendar event when the Calendar app is installed, and a chatter note when it is not.
Emails, in the chatter
From HubSpot and Pipedrive, written as email messages in the chatter of the contact, company or opportunity they belonged to, with the sender, subject, date and body. Recipients are named in the body and are never notified. Affinity emails do not move: its API returns no email bodies.
Files, as attachments
Each file becomes an attachment on the same record, when you connect with an API key. The import package and the Odoo app do not carry files.
Three ways to write
Shuttio writes through an Odoo API key, builds an import package you load yourself, or writes through the Shuttio app installed in your Odoo.
Source lists
Doesn't moveThe Odoo writer has no place for a CRM list or saved filter, so none is written. The members stay in the source.
Custom objects
Doesn't moveShuttio writes companies, contacts, deals, leads and products into Odoo, and projects with their tasks into its Project app. Any other object is not written, and its columns can go to x_ fields on those five.
Rollback of an import package
Doesn't moveA package is loaded by you, so Shuttio wrote nothing to your Odoo and cannot remove it. In Odoo, filter by the tag "Migrated <date>" the package puts on its records, select all and delete. Runs through an API key and through the Odoo app roll back with Shuttio.
10 things that don’t move into Attio
Each is a ceiling in an API, not a feature we haven't written yet. You'd find them on day two, so read them now.
The request limit
Doesn't moveCopper allows 180 API requests a minute. A large account takes a while: Shuttio waits when the minute is used, and pauses the run, to resume where it stopped, when Copper keeps refusing.
Length, direction and outcome of a call
Doesn't moveA Copper activity carries a date and a text and no call length, direction or result, so a call arrives with its date and its text only.
Activities on projects and tasks
Doesn't moveA note, call or task attached to a project or to another task has no slot to land in. It is left out and counted in the run's report.
Files and attachments
Doesn't moveShuttio does not read them for this source. Files stay in Copper.
Field history and stage changes
Doesn't moveShuttio reads each field's current value. Copper's Property Changed and Pipeline Stage Changed entries are its audit trail, not activity, so they do not move.
Participants of a meeting
Doesn't moveA meeting is written with its title as the only participant, so no new people are created.
Records outside your reach
Doesn't moveCopper shows a key only the records 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.
Moving from somewhere else
HubSpot
Contacts, companies, deals, products, tickets and your portal's own objects — with the associations intact.
Pipedrive
Persons, organizations, deals, products and projects, and the activities you have been tracking as both meetings and tasks.
Affinity
Persons, organizations, opportunities — and the lists and fields that are where Affinity actually keeps your work.
Freshsales
Accounts, contacts, deals with their pipelines and, on older accounts, leads — with the notes, tasks, meetings and calls attached to them.
Close
Leads as companies, their contacts as people, opportunities as deals with their pipelines — with the notes, tasks, meetings and calls logged on them.
folk
People, companies and the deals your groups track, with their groups and custom fields — and the notes and tasks attached to them.
Insightly
Organisations, contacts, leads, opportunities with their pipelines, projects, products and your custom objects, with custom fields — and the notes, tasks and events attached to them.
Bitrix24
Companies, contacts, leads, deals with their pipelines and stages, products and your custom fields — and the comments, tasks, meetings and calls attached to them.
Capsule
Organisations and people, opportunities with their pipelines, projects, tags and custom fields — and the notes and tasks attached to them.
Keap
Contacts and companies, opportunities with their stages, products, tags and custom fields — and the notes, tasks and appointments attached to them.
SugarCRM
Accounts and contacts, leads, opportunities with their sales stages, products, cases, projects and custom fields — and the notes, tasks, meetings and calls attached to them.
SuiteCRM
Accounts and contacts, leads, opportunities with their sales stages, products, cases, projects and custom fields — and the notes, tasks, meetings and calls attached to them.
Salesflare
Accounts and contacts, opportunities with their pipelines and stages, tags and custom fields — and the notes, tasks, meetings and calls on each account.
Vtiger
Organizations, contacts, leads, opportunities with their sales stages, products, tickets, projects and your custom fields — and the comments, tasks, events and calls attached to them.
Nutshell
Companies and contacts, leads as deals with their pipelines and stages, products and custom fields — and the notes, tasks, calls and meetings attached to them.
Twenty
People, companies and opportunities with their stages, the objects and fields you added, and the notes and tasks attached to them, from Twenty Cloud or your own server.
CSV
A spreadsheet from anywhere, including the CRM that has no API worth using.
Attio
An Attio workspace into Clarify: companies, people and deals with their fields, notes, tasks, calls and lists.
Attio
One Attio workspace into another: objects, fields, records, lists, notes, tasks, meetings and files, with every field type kept.
Move 50 Copper records first. Then decide.
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.