You can import this template into make
Step 1 — Export your data from folk
In folk, export the list of companies (or contacts) you want to update.
The export will include an ID column — this is critical because it tells folk which record to update later.
Save the exported file.
Step 2 — Import into Google Sheets
Open Google Sheets and import your exported file.
Edit the sheet to update the fields you want to change (e.g., company size, client since date, demo date).
Keep the ID column exactly as it is — do not modify it.
Step 3 — Set up your automation in Make (or Zapier)
Create a new scenario in Make (or automation in Zapier).
First module: “Search Rows” in Google Sheets
Select the correct spreadsheet and sheet name.
Optionally set filters (e.g., only rows where “demo date” is not empty).
For testing, set a limit of 1 row to ensure everything works before running in bulk.
Second module: “Update a Company” in folk
Connect your folk account using your API key.
Select the correct group.
Map the company ID from the Google Sheet’s ID column.
Map all other fields you want to update (e.g., Company Size → Company Size, Client Since → Client Since).
Step 4 — Test and run
Click Run Once to test your automation.
Check in folk to confirm the updates.
If everything looks correct, remove the test limit and run the automation for all rows.
✅ Tips:
Always test on a small sample first.
Keep your original export as a backup before bulk updates.
If something doesn’t update, double-check that the IDs match exactly.