> AI agents: this is one page from PostHog's docs. Full index of Markdown docs for LLMs: https://posthog.com/llms.txt

# Linking Capsule CRM as a source

Canonical URL: https://posthog.com/docs/data-pipelines/sources/capsule-crm

> **Cloud region:** This page uses US Cloud hosts. For an EU Cloud project, use `https://eu.posthog.com` instead of `https://us.posthog.com` or `https://app.posthog.com` (app host for links).

## On this page

- [Prerequisites](#prerequisites)
- [Adding a data source](#adding-a-data-source)
- [Sync modes](#sync-modes)
- [Configuration](#configuration)
- [Supported tables](#supported-tables)
- [Troubleshooting](#troubleshooting)

**Beta release**

This source is currently in **beta**. It works end to end, but you may still hit rough edges. [Let us know](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) if you do.

![](https://res.cloudinary.com/dmukukwp6/image/upload/texture_tan_9608fcca70)

![](https://res.cloudinary.com/dmukukwp6/image/upload/texture_tan_dark_a92b0e022d)

Let AI connect your sources for you

Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.

`npx @posthog/wizard warehouse`

![PostHog Wizard hedgehog](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)

![](https://res.cloudinary.com/dmukukwp6/image/upload/wizard_3f8bb7a240.png)Let AI connect your sources for you

The Capsule CRM connector syncs your CRM data – parties, opportunities, projects, and tasks – into PostHog, so you can analyze your sales pipeline alongside your product data.

## Prerequisites

You need a Capsule CRM account with permission to see the records you want to sync, so you can create a Personal Access Token.

## Adding a data source

1.  In PostHog, go to the [Sources tab](https://app.posthog.com/data-management/sources) of the data pipeline section.
2.  Click **\+ New source** and click **Link** next to this source.
3.  Enter your credentials (see [Configuration](#configuration) below) and click **Next**.
4.  Select the tables you want to sync, choose a sync method and frequency, then click **Import**.

Once the syncs are complete, you can start querying this data in PostHog.

When linking Capsule CRM, you'll need:

-   **Personal Access Token** – create one under **My Preferences → API Authentication Tokens** in your Capsule account. The token inherits your user's permissions, so make sure your user can see the records you want to sync (parties, opportunities, projects, tasks).

## Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

-   **Webhook** (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
-   **Incremental** – only new or updated rows are synced on each run, using a cursor field (such as an `updated_at` timestamp). Cheaper than a full refresh, but deletes aren't captured.
-   **Append only** – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
-   **Full refresh** – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See [sync methods](https://posthog.com/docs/data-pipelines/sources.md#sync-methods) for a full explanation of how each mode works and how to choose between them.

## Configuration

| Option | Type | Required |
| --- | --- | --- |
| `Personal Access Token` | password | Yes |

## Supported tables

| Table | Description | Sync method | Incremental field | Primary key |
| --- | --- | --- | --- | --- |
| `parties` | A person or organisation in your Capsule account (a contact). The `type` field distinguishes people from organisations. | Incremental, Full refresh | updatedAt | — |
| `opportunities` | A potential sale (deal) tracked in your sales pipeline, linked to a party. | Incremental, Full refresh | updatedAt | — |
| `kases` | A project (historically called a case) used to organise ongoing work for a party. | Incremental, Full refresh | updatedAt | — |
| `tasks` | A to-do item, optionally linked to a party, opportunity, or project. | Full refresh | — | — |
| `users` | A user of your Capsule account. | Full refresh | — | — |
| `milestones` | A stage in a sales pipeline that opportunities progress through. | Full refresh | — | — |
| `pipelines` | A sales pipeline that groups a set of milestones. | Full refresh | — | — |
| `categories` | A category used to classify tasks. | Full refresh | — | — |
| `lost_reasons` | A predefined reason for marking an opportunity as lost. | Full refresh | — | — |
| `entries` | An item on the activity timeline - a note, an email, or a completed task - attached to a party, opportunity or project. | Full refresh | — | — |
| `boards` | A project board that groups the stages a project moves through. Includes archived boards. | Full refresh | — | — |
| `stages` | A stage on a project board. Resolves the stage a project is currently in. Includes archived stages and stages on archived boards. | Full refresh | — | — |
| `party_tags` | A tag definition that can be applied to parties. Resolves the tag IDs embedded on the parties table. | Full refresh | — | — |
| `opportunity_tags` | A tag definition that can be applied to opportunities. Resolves the tag IDs embedded on the opportunities table. | Full refresh | — | — |
| `kase_tags` | A tag definition that can be applied to projects. Resolves the tag IDs embedded on the kases table. | Full refresh | — | — |

## Troubleshooting

-   If your Personal Access Token is invalid or has been revoked, create a new token in your Capsule account settings, then reconnect.
-   If your user does not have permission to read the data, check the user's permissions in Capsule, then reconnect.

If your sync is failing or data looks wrong, see the [Data warehouse troubleshooting guide](https://posthog.com/docs/data-warehouse/troubleshooting.md). If that doesn't help, [contact support](https://us.posthog.com/#panel=support%3Asupport%3Adata_warehouse%3A%3Atrue) – we're happy to help.