Can I migrate my existing data into MiOpsAI?

Yes — MiOpsAI supports data migration from most common platforms via guided import, CSV upload, and direct integration sync. The complexity depends on your source system; most teams complete migration in a few days with our team's help, included free for Agency and Enterprise+ tiers.

Supported migration sources

• HubSpot — contacts, companies, deals, activities, custom fields
• Salesforce — leads, contacts, accounts, opportunities, custom objects
• Monday.com / Asana / ClickUp — projects, tasks, comments, file references
• Google Workspace — Gmail history, contacts, calendar events
• Microsoft 365 — Outlook history, contacts, calendar events
• Mailchimp / Constant Contact — subscriber lists, segments, tags
• Generic CSV — any platform that exports CSV with column mapping UI

What gets migrated

1. Contact and company records with custom fields preserved
2. Email history threaded by conversation
3. Project and task structures with status, owner, due dates
4. File attachments rehosted in your MiOpsAI tenant
5. Tags, lists, and segmentation mapped to MiOpsAI's data model
6. Activity timeline per contact (notes, calls, meetings)

Migration process

1. Day 1: Source-system audit — what data exists, what's worth migrating, what to leave behind
2. Day 2-3: Field mapping and a sample import (typically 50 records) to validate
3. Day 4-5: Full migration with verification
4. Day 6-7: Team training and go-live

What we don't migrate (intentionally)

• Stale data older than 24 months unless you specifically request it
• Spam contacts and bounce-flagged emails
• Legacy custom fields no one's using
• Inactive workflows from your old platform

This is a feature, not a bug — clean migration prevents you from importing your legacy mess. LizziAI works better with curated data than with bloated archives.

Cost

Migration is free at Agency and Enterprise+. Starter and Growth get self-serve CSV import + documentation. Custom migrations available as paid services. Request access to scope your migration.