What Shuttio reads from folk, where it lands in Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, which permissions it needs and why, and what does not move.
An API key, not a sign-in. Create it in the API section of your folk workspace settings and paste it; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes.
Object by object: What objects are supported for folk migrations.
What Shuttio reads and moves
The list below describes the move into Attio. Where Clarify or Odoo differ, the destination's own article says so.
- People and companies: Straight onto people and companies, with every email, phone, address and link folk holds (the first is the primary one) and the groups each record belongs to. A person is linked to their company.
- Custom fields: folk keeps custom fields per group, so a field of a group becomes a column named after the field and the group. Select fields keep their options; user fields keep the member.
- Deals: Deals are objects inside a group. Each group's deals, and any other object type the group defines, land as deals linked to their companies and people.
- Stages: folk has no deal stage of its own. Where a group's object type has a single-select field named Stage or Status, its options become the stages of a pipeline named after the group, in folk's order; a stage named Won or Lost keeps that meaning. Otherwise the group's deals share one open stage.
- Notes and tasks: Notes land on the person, company or deal they were written on. Tasks become Attio tasks with their due date, completion and first assignee.
- Owners: A task's assignee is matched to an Attio member by email.
Where each thing lands
| folk object | In Attio | In Clarify | In Odoo | In HubSpot | In Pipedrive | In Breakcold | In Twenty | In Capsule | In HighLevel | In ActiveCampaign | In Zendesk Sell |
|---|
| Companies | Companies | Companies | Partners (companies) | Companies | Organizations | Companies | Companies | Organisations | Businesses | Accounts (matched by name, or created with a contact that works there) | Organizations (matched by name, else created) |
|---|
| People | People | People | Partners (contacts) | Contacts | Persons | People | People | People | Contacts (put into their business) | Contacts | Contacts (put into their organization) |
|---|
| Deals | Deals | Deals | CRM opportunities | Deals | Deals | Deals | Opportunities | Opportunities | Opportunities (pipeline and stage matched by name) | Deals (pipelines and stages created when missing) | Deals (pipeline and stage matched by name; the contact is required) |
|---|
Notes, tasks, meetings, calls, files, owners and lists depend on the destination. This is the row for folk, generated from the same tables the runner uses:
Into Attio
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Clarify
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Odoo
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into HubSpot
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Pipedrive
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Breakcold
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | No | No |
|---|
Into Twenty
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into Capsule
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into HighLevel
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Into ActiveCampaign
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | As notes | No | No | No | No | Yes | No |
|---|
Into Zendesk Sell
| From | Objects | Notes | Tasks | Meetings | Calls | Emails | Files | Owners | Lists |
|---|
| folk | Companies, People, Deals | Yes | Yes | No | No | No | No | Yes | No |
|---|
Each destination's own article says how its data is written: Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell.
Permissions and why
| What | Why Shuttio needs it |
|---|
| An API key | folk has no OAuth for this. Shuttio checks the key against your workspace before it saves anything and sends it to api.folk.app and nowhere else. Create it in folk under the API section of your workspace settings, New API key. |
|---|
The key reads only what its user may see, including which groups, so use a user who sees everything you want to move. folk allows 600 API requests a minute and 20 every 2 seconds; Shuttio keeps below both and pauses the run, to resume where it stopped, if folk keeps refusing. The key is stored encrypted and deleted 14 days after the migration finishes; Shuttio cannot revoke it at folk, so delete the key there if you want it dead sooner.
Known limits
- The request limit: folk allows 600 API requests a minute and 20 every 2 seconds. A large workspace takes a while: Shuttio keeps below both and pauses the run, to resume where it stopped, when folk keeps refusing.
- Groups as lists: A group arrives as the Groups column of each person and company, not as an Attio list.
- Reminders and interactions: folk is retiring reminders in favour of tasks, which are moved. Interactions (emails, calendar events, calls, WhatsApp) can only be read one record at a time and are still in beta, so they stay in folk.
- Recurring tasks and extra assignees: A recurring task arrives once, as the occurrence folk lists, and a task with several assignees takes the first. Both are counted in the run's report.
- Notes and tasks with no record: A note or task that names no person, company or deal has nowhere to go and is counted in the run's report.
- Enrichment data and the strongest connection: Shuttio reads the fields you own. folk's own enrichment and relationship-strength figures are not moved.
- Records outside your reach: folk shows a key only what its user may see, including each group. Connect with a user who sees everything you want to move.
- Emails: Shuttio reads no emails from folk.