Migrate from folk to monday CRM

Folk person-type Contacts map directly to Monday.com CRM People items. We extract each person's name, email, phone, social handles, and subtype from the CSV export and map to the corresponding People column type. Custom fields on the contact are mapped to Monday.com text, number, date, or dropdown columns on the Board based on detected value type. If a Contact belongs to multiple Groups, we preserve all group memberships as Tags or a multi-select column, not as separate item duplicates.

Folk Companies are a contact subtype stored as separate records. We map them to Monday.com CRM Company items, preserving company name, domain, industry, size, and any custom fields. Person-type Contacts at the same company are linked via Monday.com's two-way Company relationship column during import, which resolves the manual linking gap in folk's data model.

Each folk Group maps to a dedicated Monday.com CRM Board. We enumerate the Group's field schema during discovery and create matching columns on the destination Board before importing. Group membership (which contacts belong to a given Group) is preserved as Tags on the Monday.com items or as a Group Name column value. Pipeline stages within a Group become Deal pipeline stages in Monday.com CRM.

Folk custom fields are defined per-Group, not globally. We enumerate every Group's field schema during discovery, generate a per-Group field map, and create equivalent Monday.com Board columns (text, number, date, dropdown, checkbox, link-to-URL, etc.) before any record import. When a Contact spans multiple Groups with conflicting field definitions, we apply the field map for the primary Group and flag the conflict for customer review.

Folk tags migrate as Tags on Monday.com CRM items. Tags are stored as a string array in the CSV export and map directly to Monday.com's native tag field. If the customer uses tags for segmentation, we recommend verifying the tag count against Monday.com's tag limits on the selected tier before migration.

Folk Notes are attached to contacts and contain plain text plus timestamps and author attribution. We migrate notes as Updates on the corresponding Monday.com People or Company item. Author attribution is preserved in the Update text or as a tag. Notes with attachments map to Files linked to the item via Monday.com's file column.

Folk Reminders carry a due date, assignee, and text body. We migrate reminder text and due date to Monday.com Tasks attached to the relevant item. Assignee mapping requires resolving the user's email identity between folk and Monday.com — any Reminder assigned to an unprovisioned Monday.com user is held in a reconciliation queue for the customer's admin.

Folk pipeline views are per-Group and define deal stages with custom probabilities. We map each folk pipeline to a Monday.com CRM Deal pipeline with corresponding stages and probability values. Custom stage ordering and stage-specific fields migrate as Deal column configurations on the Board.

Folk contact attachments are exported as URLs or file references via CSV. We attempt to download and re-upload files to Monday.com's file column where the destination supports it. File size limits vary by Monday.com plan — Standard includes 20GB, Pro includes 100GB. Attachments that exceed plan limits or use unsupported formats are flagged for the customer to handle manually post-migration.