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Self-service or assisted migration

Bring your Salesforce data to Capable.

Import supported Salesforce CSV exports yourself, or get help planning the move. Map your records and relationships, preview the import, and review the results before your team switches.

Import your CSVs Get migration help

CSV import is available to Capable workspace administrators.

Your starting pointSalesforceThe data your team relies on
In betweenMap & reviewNothing is created until you’ve seen the preview
Your next chapterCapableA plan for your team to switch
Moving from Salesforce

Separate your records from your setup.

Salesforce distinguishes record data from metadata such as layouts, reports and custom code. You can import supported record data yourself; configuration and automation need separate planning.

What to prepare before importing

  1. Identify the accounts, contacts, leads and opportunities you want to move.
  2. Keep record IDs and related-record IDs in the export.
  3. List owners, pipelines, stages, currencies and custom fields that need mapping.
  4. Flag Person Accounts, custom objects, files and automation for separate review.
Choose your path

Two ways to
make the move.

Import your Salesforce, HubSpot or Attio CSV exports yourself, or work with us to plan and carry out the migration.

You’re in control

Self-service CSV import

Upload your exports, map the fields, and review a preview before importing. Check the results for every batch.

  • Review mapped values and excluded columns
  • Resume batches and inspect row outcomes
  • Import up to 1,000 records per batch
Import your CSVs

Opens Settings → Data management → CRM migration after sign-in.

Help when you need it

Assisted migration

Get help assessing your setup, preparing the mapping and reviewing the imported data.

  • Agree the data and configuration scope
  • Work through export and mapping questions
  • Plan validation and the team’s switch
Get migration help

We agree the scope, timing and any costs before work begins.

  1. 01

    Prepare your exports.

    Choose the supported records you need and export them as CSV with their source IDs. Ask for help if your setup needs a closer look.

  2. 02

    Map and review.

    As a workspace admin, upload the CSV files in Capable, map fields and relationships, and review the preview before creating a batch.

  3. 03

    Migrate and reconcile.

    Run the import in batches, review row outcomes, and resolve any errors before your team switches. Assisted help is available when you need it.

Set the scope

Know what
comes with you.

Coverage depends on your export and how your CRM is set up.

DATA

Start with your core records

Supported companies, contacts, leads, deals, tasks, notes and activities from your exports.

MAPPING

Review the mapping

Map owners, pipeline stages, relationships and supported custom fields to your workspace.

SETUP

Scope complex work separately

Custom objects, files, automation, integrations and some history need their own assessment.

Want a hand?

Get help with
your migration.

You don’t need an export to start. A description of your setup is enough.

  • Which records matter to your team
  • What needs a closer look
  • Your priorities and timing

Please leave customer data, files and credentials out of your request.

Or email hello@capable.run ↗

Review your request, then send it from your email app.

A brief outline is enough. Please leave out customer data, exports, and credentials. Up to 800 characters.

Preparing a draft does not send your details. You choose when to email us. Privacy policy

Before you switch

A few practical
answers.

Still have a question?
Talk to us ↗

Will my Salesforce automation move too?

Automation, custom code, layouts and reports need their own assessment. A record import does not recreate those configurations.

Can I migrate the data myself?

Yes. Workspace admins can import supported Salesforce, HubSpot and Attio CSV exports in Settings → Data management → CRM migration. Upload your files, map fields and relationships, review the preview, then run the import and check its results. Assisted help is optional. For Pipedrive and other CRMs, we help with the migration and confirm the scope first.

Is this an automatic connection?

The importer uses CSV files that you export from your current CRM. It does not connect directly to Salesforce, HubSpot or Attio, and it does not keep the two systems in sync.

Are there limits to a self-service import?

Each batch accepts up to 20 CSV files and 1,000 records, with a combined file size of 500 KiB (512,000 bytes). Split larger exports into smaller batches. Imports create records; they do not overwrite existing data or provide an ongoing sync. Complex configurations need separate planning.

Will everything move?

Coverage depends on the records, fields and relationships in your export. Preview the supported data before importing. Custom objects, automation, integrations, files and unsupported history need separate assessment; a CSV import does not recreate your entire CRM setup.

How long will it take?

Timing depends on your export size, mapping and configuration. You can work through a self-service import at your own pace. For assisted migrations, we estimate the work after reviewing your setup and intended switch date.

Do I need an export before getting in touch?

No. If you want assisted help, start with a description of your setup and the data you need to bring. For a self-service import, you’ll need CSV exports ready to upload.
Other starting points

Explore another migration.

01Self-service

HubSpot

Map companies, contacts and deals. Check associations and activity history as part of the scope.

See the migration guide →
02Assisted

Pipedrive

Map organizations, people and deals with their pipelines and stages. Plan activities and notes alongside.

See the migration guide →
03Self-service

Attio

Review your records and list-specific data so the mapping reflects how your team works.

See the migration guide →
04Assisted

Another CRM

Tell us what you use. We’ll assess the available export and whether it can map to Capable.

Explore the options →
← All migration options
Switch to Capable

Bring your data.Keep your history.

Import your CSVs