---
title: "Migrate from AdvisorEngine CRM to folk CRM | ClonePartner"
description: "Seamless AdvisorEngine CRM to folk CRM migration. Engineer-led, zero downtime, 100% data accuracy."
source: AdvisorEngine CRM
target: folk CRM
canonical: "https://clonepartner.com/migrate/advisorengine-crm-to-folk-crm/"
---

# AdvisorEngine CRM → folk CRM migration

Seamless AdvisorEngine CRM to folk CRM migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (AdvisorEngine CRM) → **People (Contacts)** (folk CRM)
- **Households** (AdvisorEngine CRM) → **Companies (Organizations)** (folk CRM)
- **Accounts** (AdvisorEngine CRM) → **Companies (Organizations)** (folk CRM)
- **Opportunities** (AdvisorEngine CRM) → **Deals (Pipeline Items)** (folk CRM)
- **Tags** (AdvisorEngine CRM) → **Tags** (folk CRM)
- **Custom Fields** (AdvisorEngine CRM) → **Custom Fields** (folk CRM)
- **Tasks** (AdvisorEngine CRM) → **Workaround via Notes, Custom Fields, and/or Interactions** (folk CRM)
- **Notes** (AdvisorEngine CRM) → **Notes (via API) / Custom Fields (via CSV)** (folk CRM)
- **Activities** (AdvisorEngine CRM) → **Interactions / Notes (workaround)** (folk CRM)
- **Groups** (AdvisorEngine CRM) → **Tags** (folk CRM)
- **Phone Numbers** (AdvisorEngine CRM) → **People (Contacts)** (folk CRM)
- **Email Addresses** (AdvisorEngine CRM) → **People (Contacts)** (folk CRM)
- **Relationships** (AdvisorEngine CRM) → **People (Contacts)** (folk CRM)
- **Documents** (AdvisorEngine CRM) → **NotDirectlyAvailable_WorkaroundPossible** (folk CRM)

## 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 AdvisorEngine CRM → folk CRM migration.