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DocsMoving from Capsule CRM
Import contacts, opportunities, and projects from Capsule CRM.
- People. The individual people you talk to. Each row becomes one contact, attached to the company named on the same row.
- Deals. The deals in and out of your pipeline. Each row becomes one deal on the company it names, sitting at the stage you give it.
- Projects. The pieces of work you run for a customer. Each row becomes one project against the company it names.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- People. Contacts come after companies and before everything that names a person.
- Deals. A deal needs its company and its stage, so both come first.
- Projects. A project is attached to a company, so companies come first.
People
The contacts or people export from the system you are leaving.
| Field | Description |
|---|---|
| First name* | Write it as first_name. We also read first name, given name. Example: Dana. A single full name column works too. We split it for you. |
| Last name | Write it as last_name. We also read last name, surname. Example: Whitfield. |
| Company name* | Write it as company. We also read company name, account name. Example: Acme Manufacturing. A contact needs a company. Bring the companies file first and these link themselves. |
| Email address | Write it as email. We also read email address, work email. Example: dana@acme.example. |
| Phone number | Write it as phone. We also read phone number. Example: +1 415 555 0188. |
| Job title | Write it as title. We also read job title, position. Example: Operations Lead. |
| Where they are in your funnel | Write it as lifecycle_stage. We also read lifecycle stage. Example: customer. We keep your own words where your workspace already uses them. |
| Profile link | Write it as linkedin_url. We also read linkedin. Example: https://www.example.com/in/dana. |
| Who owns it | Write it as assigned_to. We also read owner. Example: dana@yourcompany.example. |
Deals
The deals, opportunities or pipeline export.
| Field | Description |
|---|---|
| Deal name* | Write it as name. We also read deal name, opportunity name. Example: Acme line upgrade. |
| Company name* | Write it as company. We also read company name, account name. Example: Acme Manufacturing. A deal needs a company. Bring the companies file first. |
| Stage | Write it as stage. We also read deal stage. Example: proposal. We keep your own stage names where your workspace already has them. |
| Value | Write it as amount. We also read value, deal value. Example: 48000. |
| Currency | Write it as currency. Example: USD. Give this whenever your deals are not all in one currency. |
| Expected close | Write it as expected_close_date. We also read close date, expected close date. Example: 2025-09-30. A date we cannot read stops the row rather than landing as a blank. |
| Who owns it | Write it as assigned_to. We also read owner. Example: dana@yourcompany.example. |
Projects
The project, job or engagement export.
| Field | Description |
|---|---|
| Project name* | Write it as name. We also read project name. Example: Acme line upgrade. |
| Where it is up to | Write it as stage. Example: in_progress. A word we do not recognise stops the row. |
| Start date | Write it as start_date. We also read start date. Example: 2025-04-01. |
| Target finish | Write it as target_end_date. We also read target end date. Example: 2025-07-31. |
| Budget | Write it as budget_amount. We also read budget. Example: 48000. |
Type any of these and we will know what you mean. Anything else comes across as it is written.
Deals: stage
discovery, prospecting, research, qualification, qualified, qualifying, proposal, proposal price quote, quote, negotiation, negotiation review, contract, contract sent, closed won, won, closed lost, lost, appointmentscheduled, qualifiedtobuy, presentationscheduled, decisionmakerboughtin, contractsent, closedwon, closedlost, lead in, contact made, needs defined, proposal made, negotiations started, perception analysis, id. decision makers, value proposition, needs analysis.
A stage word we do not know lands the deal in Discovery, and we say so on the row.
People: lifecycle stage
subscriber, lead, mql, marketing qualified lead, marketingqualifiedlead, sql, sales qualified lead, salesqualifiedlead, opportunity, customer, evangelist.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.