Capsule

The following steps will help you set up the OfficeRnD integration with Capsule.

Connect Capsule to OfficeRnD

The Capsule integration can be enabled by going to Settings/Integrations and expanding the CRM section. Find Capsule and hit Activate. After that, Capsule will appear in the section that lists all active integrations.

The Connect button on the right of the integration's box can be used to link your Capsule account to OfficeRnD.

The button will open a pop-up that will ask you for your Capsule credentials. Enter them and hit Continue to connect the two accounts.

Configuration

The integration can sync organizations, people and opportunities from Capsule into OfficeRnD. There are a number of configurations that allow you to manage how the sync process is happening and what exactly is to be synced. Let's go through the configuration options one by one.

Tags to sync

You have the ability to filter the people and organizations being synced from Capsule into OfficeRnD. The filtering is achieved via Capsule tags. Each entity in Capsule can be tagged. If you specify a certain tag in the Tags to sync field, only people and organizations with this tag will be synced. There are 2 different ways to limit what is synced over:

• tag_a, tag_b  - enumerating tags and using a comma to separate them will sync all entities that have either of the two tags.
• [tag_a, tag_b] - surrounding the tags with brackets will sync only entities that have both tags assigned.

Sync Triggers

Always finalize the integration configuration first, and then trigger a sync to retrieve all the targeted data from Capsule. Updating only the tags will not trigger a sync.

Updating the organization in Capsule won't update the opportunity and vice versa. These need to be updated separately for the sync to get triggered.

Sync Opportunities

Checking the sync opportunities option will sync not only people and organizations but also all opportunities related to them. If you are using Capsule as a database for all your customers, but you are not managing leads within it, then you can leave this field unchecked.

However, if you decide to use opportunities, an additional configuration has to be done which maps Capsule milestones to OfficeRnD statuses. In OfficeRnD, you can manage those by going into Settings/Platform Modules/Community/Opportunity statuses.

When you have everything configured, you'll have to map opportunities accordingly. Once you check the Sync opportunities option, a new Opportunity statuses tab will appear at the top of the dialog. All you need to do there is to assign the respective mappings.

Sync organization contacts even if untagged

If you have specified Tags to sync, then only certain entities are going to be transferred from Capsule. But let's say you are tagging only organizations in Capsule because tagging every person inside those would be cumbersome.

However, you want to sync only the organizations you tagged with the people belonging to them. Usually, people won't be transferred over as they are not tagged. If you check this option, however, all people belonging to those organizations will be synced.

Enable auto sync

Checking this option will automatically sync all data from Capsule into OfficeRnD every 15 minutes. If the option is left unchecked, you will have to manually go and hit the sync button when you want your data transferred over.

Offices tab

If you have more than one location then you will want each person or organization to be synced from Capsule with its respective OfficeRnD location property set. However, there is no way for Capsule to know anything about member locations - so once again we use tags.

In the Offices tab, you can specify a set of tags for each Location (you can check locations in Space/Locations) meaning that if a member with such a tag is found in Capsule, it will be assigned to that respective location when being synced over to OfficeRnD.

Synced Properties

It's important to note that OfficeRnD syncs the following properties from Capsule:

Teams

• Name
• Email
• Twitter handle
• Url
• Office (by using tags)

Members

• Name
• Email
• Phone
• Twitter handle
• Team
• Office (by using tags)

Opportunities

• Name
• Date
• Probability
• Dealsize
• Status

Any changes to the properties above will be updated in OfficeRnD upon sync.