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

# Close → folk CRM migration

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

## Entity mappings

- **Contact** (Close) → **People (Contacts)** (folk CRM)
- **Organization** (Close) → **Companies (Organizations)** (folk CRM)
- **Lead** (Close) → **Companies (Organizations)** (folk CRM)
- **Opportunity** (Close) → **Deals (Pipeline Items)** (folk CRM)
- **Pipeline** (Close) → **Deals (Pipeline Items)** (folk CRM)
- **Custom Field** (Close) → **Custom Fields** (folk CRM)
- **Lead Status** (Close) → **Tags** (folk CRM)
- **Opportunity Status** (Close) → **Tags** (folk CRM)
- **Smart View** (Close) → **NotAvailable (partial workaround via Views/Filters + Tags)** (folk CRM)
- **Activity (Note)** (Close) → **People (Contacts)** (folk CRM)
- **Activity (Email)** (Close) → **People (Contacts)** (folk CRM)
- **Task** (Close) → **Notes / Custom Fields (Workaround)** (folk CRM)
- **Sequence** (Close) → **NotAvailable (partial workaround possible)** (folk CRM)
- **Email Template** (Close) → **Message Templates** (folk CRM)
- **User** (Close) → **Members / Custom Fields (workaround)** (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 Close → folk CRM migration.