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

# folk CRM → AdvisorEngine CRM migration

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

## Entity mappings

- **People (Contacts)** (folk CRM) → **Contacts** (AdvisorEngine CRM)
- **Companies (Organizations)** (folk CRM) → **Accounts** (AdvisorEngine CRM)
- **Groups** (folk CRM) → **Groups** (AdvisorEngine CRM)
- **Group Memberships** (folk CRM) → **Groups** (AdvisorEngine CRM)
- **Custom Fields** (folk CRM) → **Custom Fields** (AdvisorEngine CRM)
- **Notes** (folk CRM) → **Notes** (AdvisorEngine CRM)
- **Tags** (folk CRM) → **Tags** (AdvisorEngine CRM)
- **Interactions / Activity Log** (folk CRM) → **Activities** (AdvisorEngine CRM)
- **Pipelines** (folk CRM) → **Opportunities** (AdvisorEngine CRM)
- **Pipeline Stages** (folk CRM) → **Opportunities** (AdvisorEngine CRM)
- **Deals (Pipeline Items)** (folk CRM) → **Opportunities** (AdvisorEngine CRM)
- **Enrichment Data** (folk CRM) → **Custom Fields** (AdvisorEngine CRM)
- **Contact Sources** (folk CRM) → **Custom Field / Tags on Contact record** (AdvisorEngine 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 folk CRM → AdvisorEngine CRM migration.