Into folk

Sources that can move into folk: Spreadsheet / CSV, HubSpot, Pipedrive, Affinity, Freshsales, ActiveCampaign, OnePageCRM, Zendesk Sell, Close, Insightly, Bitrix24, Capsule, HighLevel, SugarCRM, SuiteCRM, Salesflare, Vtiger, Twenty, Attio. A CSV import is free. A CRM migration is free under 5,000 records in total: contacts, companies, deals, notes, activities and files together; otherwise it is priced by record count. The sample is free. See pricing. folk to folk is not offered.

Object by object: What objects are supported for folk migrations.

Connect

• Shuttio asks for one API key. Create it in folk under workspace settings, API, New API key. The key does what its user can do: use a user who can see and edit the people and companies you move, and who may add custom fields.
• The key is stored encrypted and deleted 14 days after the migration finishes. A migration is pinned to the user the key belongs to: a key of another user is refused.

What Shuttio writes

• People and companies, with their emails, phones, addresses, websites, job title, description, industry, employee range and the rest folk has a field for. A person is linked to its companies.
• Deals as the Deals object of a group called "Shuttio import", linked to their company and people. Value, close date, stage and the other deal fields are custom fields of that group.
• Your own fields as custom fields of that group: text, number, date, single and multiple choice, user, and links to people and companies. A field the group already has under that name and a type that fits is reused, never retyped.
• A value folk has no field for, or would not take as the field's type, is kept in a note on the record.
• Notes and tasks on the record they were on. A call or a meeting is logged as an interaction with its original date; on a deal, which takes no interaction, it is a note titled "Call · …" or "Meeting · …".
• Owners and assignees go to the folk user with the same email, in an Owner field and as the task's assignee. No user is invited.

Where each thing lands

Matching, and what is never changed

• folk merges a person or company it judges the same as one it has, over the existing values. So Shuttio looks first: a person is matched on email, a company on website and then name.
• A record that matches one you already had is linked to, not written: its values are yours, and a cancel never removes it. A deal can only link people and companies that are in the group, so a link to a record you already had may be dropped by folk. The run counts the matches.
• Rows that share an email or website in one run become one record.
• Every create carries a key derived from the migration and the source id, so a request sent twice within 24 hours cannot make a second record.

folk's request limit

folk allows 600 requests a minute and 20 in 2 seconds, and takes one record per request. Shuttio paces itself under the limit and waits out a 429, so a run writes about 8 records a second: 10,000 records take about 25 minutes with matching. If folk keeps refusing, the run pauses and says so; press Resume a few minutes later.

Known limits

• Files and attachments, lists, products and every record object other than people, companies and deals are not carried: folk's API cannot create an object type or upload a file. A logged email is written as a note, because folk's interactions have no email type.
• A note, task, call or meeting belongs to one record in folk. A note is written on each record it belonged to; a task, call or meeting on the first, and the run counts the others. A note's original date is its first line, because folk sets a note's date and author itself.
• folk requires a due date on a task: a task with none is due the day it was written.
• A rollback removes what the migration created: records, notes, tasks and interactions. The group "Shuttio import" and the custom fields stay: folk's API cannot delete them. Records that matched yours are never removed.