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

# UGRU CRM → folk CRM migration

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

## Entity mappings

- **Contacts** (UGRU CRM) → **People (Contacts)** (folk CRM)
- **Accounts** (UGRU CRM) → **Companies (Organizations)** (folk CRM)
- **Leads** (UGRU CRM) → **People (Contacts)** (folk CRM)
- **Opportunities** (UGRU CRM) → **Deals (Pipeline Items)** (folk CRM)
- **Tags** (UGRU CRM) → **Tags** (folk CRM)
- **Custom Fields** (UGRU CRM) → **Custom Fields** (folk CRM)
- **Groups/Lists** (UGRU CRM) → **Tags** (folk CRM)
- **Notes** (UGRU CRM) → **People (Contacts)** (folk CRM)
- **Tasks** (UGRU CRM) → **Notes / Custom Fields (workaround)** (folk CRM)
- **Activities** (UGRU CRM) → **Notes / Custom Fields on Contacts (Workaround)** (folk CRM)
- **Households** (UGRU CRM) → **Companies (Organizations)** (folk CRM)
- **Referrals** (UGRU CRM) → **Deals (Pipeline Items)** (folk CRM)
- **Campaigns** (UGRU CRM) → **Groups + Tags + Custom Fields (workaround)** (folk CRM)
- **Documents** (UGRU CRM) → **NotDirectlyAvailable** (folk CRM)
- **Email Templates** (UGRU CRM) → **Message Templates (folk CRM)** (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 UGRU CRM → folk CRM migration.