---
title: "Migrate from Capsule to Clarify | ClonePartner"
description: "Seamless Capsule to Clarify migration. Engineer-led, zero downtime, 100% data accuracy."
source: Capsule
target: Clarify
canonical: "https://clonepartner.com/migrate/capsule-to-clarify/"
---

# Capsule → Clarify migration

Seamless Capsule to Clarify migration — all records moved with accuracy and care.

## Entity mappings

- **Persons** (Capsule) → **Contacts** (Clarify)
- **Organisations** (Capsule) → **Companies** (Clarify)
- **Opportunities** (Capsule) → **Deals** (Clarify)
- **Tags** (Capsule) → **Tags** (Clarify)
- **Custom Fields** (Capsule) → **Custom Fields** (Clarify)
- **Pipelines** (Capsule) → **Pipelines** (Clarify)
- **Milestones** (Capsule) → **Stages** (Clarify)
- **Tasks** (Capsule) → **Tasks** (Clarify)
- **History Entries** (Capsule) → **Notes** (Clarify)
- **Cases** (Capsule) → **Custom Object / Notes workaround** (Clarify)
- **Custom Field Definitions** (Capsule) → **Custom Fields** (Clarify)
- **Tracks** (Capsule) → **Lists** (Clarify)
- **Lost Reasons** (Capsule) → **Custom Field on Opportunity / Deal object (or Custom Object if supported)** (Clarify)
- **Users** (Capsule) → **Members / Team Members (Workspace)** (Clarify)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your Capsule → Clarify migration.