Connecting to Capsule CRM

Capsule CRM is an online customer relation management system intended to build stronger customer relationships, make more sales and save 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.

Capsule-Specific Features and Limitations

Skyvia has the following limitations for Capsule CRM:

  • In the Data Integration product, Capsule CRM connections are supported only for packages, which use a new data integration runtime.

    Make sure you select the Use new runtime check box on the tab bar if you want to use Capsule CRM in your package. You need to select this check box each time you create a new data integration package.

  • Skyvia supports the following import operations for Capsule objects:

    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.

  • Skyvia supports Synchronization and Replication with Incremental Updates for objects that contain the CreatedDate and UpdatedDate fields.

    Thus, such objects as Cases, Entries, Milestones,Opportunities, Parties, Tasks can be fully synchronized and relicated with incremental updates.

  • When importing data to the Parties object, please note that this object contains two types of records — person and organization. Each of the two types has its own required columns. For person, required columns are FirstName, LastName, for organization — Name. That’s why in Skyvia, only the Type column is marked as required.

  • When importing records to the Entries object, be aware that records in the Entries object can be of three types: notes, tasks, emails. Currently, according to the Capsule CRM documentation, you can add records only of the note type via the API. When you import records to the Entries object, one of the required fields is the Type field. Also, all records from the Entries object should be connected to one of the parent objects — Party, Opportunity or Case. Therefore, when importing, you need to transfer Id of one of the objects the Note will be connected to.

  • When importing data to the CaseTracks and OpportunityTracks objects, the Definition column is a required column. However, when executing a SELECT query for these objects, the Definition column is not returned. Information about track definitions can be obtained from the respective TrackDefinitions object.

Capsule CRM Connections

You connect to Capsule CRM, using OAuth authentication. To connect succesfully, perform the following steps:

  1. Click +NEW in the top menu.
  2. Click Connection in the menu on the left to open the Select Connector page.
  3. In the opened page, select Capsule CRM.
  4. In the Connection Editor page, specify a connection name that will be used to identify the connection.
  5. Click Sign In with Capsule CRM.

    Connection Editor window

  6. In the opened window, enter your organization name to use in your Capsule CRM account and click Continue.
  7. In the next window, enter your credentials to sign in.
  8. Finally, click Allow to approve access request.
  9. After the OAuth token has been generated, click Create Connection.

    Connection Editor window

Supported Actions and Actions Specifics

Capsule CRM connector supports the following actions: