Capsule CRM

Capsule CRM is an online customer relation management system that builds stronger customer relationships, improves sales and saves time.

Data integration: Skyvia supports importing data to and from Capsule CRM, exporting Capsule CRM data to CSV files, replicating Capsule CRM data to relational databases, and synchronizing Capsule CRM data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support Capsule CRM.

Query: Skyvia Query supports Capsule CRM.

Establishing Connection

To create a connection, log in with your Capsule CRM account and give your permission for Skyvia to access your account. Skyvia stores only the OAuth authentication token. Skyvia does not store your credentials.

Creating Connection

To connect to Capsule CRM, perform the following steps:

  1. Click Sign In with Capsule CRM.

    Connection Editor window

  2. In the opened window, enter your organization name to use in your Capsule CRM account and click Continue.

    organization name

  3. In the next window, enter your credentials to sign in.

    enter credentials

  4. Finally, click Allow to approve access request.

    grant permissions

  5. After the OAuth token has been generated, save the connection.

Connector Specifics

Object Peculiarities

Parties

The Parties object contains two types of records — person and organization. These types determine the required columns for mapping when importing data to this table. Person type requires the FirstName and LastName. Organization type requires the Name.

Entries

The Entries object contains three types of records: notes, tasks, emails. Capsule CRM API allows creating the Entries records of the note type only. When importing data to this object, you must map the Type field by a constant equal to Note value. Also, all records from the Entries object should be related to one of the parent objects — Party, Opportunity or Case. Thus, when importing, you must map the Id of the Party, Opportunity or Case record the Note will be connected to.

CaseTracks and OpportunityTracks

When importing data to the CaseTracks and OpportunityTracks objects, you must use a filter by the Definition column. However, when executing a SELECT query for these objects, the Definition column returns empty. Information about track definitions can be obtained from the TrackDefinitions object.

Incremental Replication and Synchronization

Skyvia supports Synchronization and Replication with Incremental Updates for the following objects: Cases, LostReasons, Entries, Milestones, Opportunities, Parties, Pipelines, Resthoks, Tasks, Teams, and TrackDefinitions.

DML Operations support

Skyvia supports the following import operations for Capsule objects:

Operation Object
INSERT, UPDATE, DELETE CaseCustomFields, Cases, CaseTags, CaseTracks, Categories, Entries, Milestones, Opportunities, OpportunityCustomFields, OpportunityTags, OpportunityTracks, Parties, PartyCustomFields, PartyTags, Tasks, LostReasons, ActivityTypes, CustomTitles
INSERT, DELETE CaseParties, OpportunityParties, RestHooks
UPDATE Users

Supported Actions

Skyvia supports all the common actions for Capsule CRM.

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