CRM Migration FAQs

How can I find out Capsule CRM API token?

In order to get your Capsule CRM API token, proceed with the following steps: – Go to your Capsule account and click ‘My Preferences’: – Then, click on: “API Authentication Token” on the right sidebar; “Personal Access Tokens” on the left, and “Edit” after that. – In the opened window, you should: specify the description; MAKE

FindMyCRM Resources

In order to get your Capsule CRM API token, proceed with the following steps:

– Go to your Capsule account and click ‘My Preferences’:

capsule api token

– Then, click on:

  1. “API Authentication Token” on the right sidebar;
  2. “Personal Access Tokens” on the left, and
  3. “Edit” after that.
capsule api token

– In the opened window, you should:

  1. specify the description;
  2. MAKE SURE TO TICK “Create, update and delete the information from your Capsule account,” and
  3. press “Save Changes.”
capsule api token

– So, copy the code, go back to the Migration Wizard and continue your data transfer.

capsule api token
Elements Image

Subscribe to our newsletter

Stay up to date. We like to talk about ways to launch, manage and enhance your CRM.

Latest Articles

What is important to know about the sample migration process?

What is important to know about the sample migration process?

A sample migration is a transfer of a small portion of your records (about 10% of your CRM data) to the target CRM platform with the purpos...

How can I find a number of Act! CRM records?

How can I find a number of Act! CRM records?

To find out a number of your Act! records, sign in to your account and choose the module you want to verify the records of. For instance, c...

How can I find out PipelineDeals API key?

How can I find out PipelineDeals API key?

In order to get your PipelineDeals API key, you should log in your CRM account and go to ‘Account Settings’: After that, in the sidebar pre...