How do I import my contacts and clients into MiOpsAI?

You can import contacts and clients into MiOpsAI through CSV upload, direct integration with HubSpot or Salesforce, vCard import, or via the public REST API. Most teams use CSV for bulk imports during initial onboarding because it works regardless of source system, and the founding team helps map fields during your white-glove onboarding session.

Import methods

• CSV upload: drag-and-drop a CSV with contacts/clients, map columns to MiOpsAI fields (name, email, phone, company, custom fields), preview the result, confirm import. Supports up to 50,000 records per upload.
• HubSpot direct import: connect your HubSpot account, choose which contact lists and companies to import, and MiOpsAI mirrors them with full custom field preservation. One-time or ongoing sync available.
• Salesforce direct import: same flow as HubSpot, with optional two-way sync for hybrid environments where some teams continue using Salesforce.
• vCard import: useful for solo operators migrating from Apple Contacts or Outlook contacts
• REST API: documented endpoints for custom imports from any system
• Zapier/Make: trigger imports from any of 6,000+ connected apps

What gets imported

• Standard fields: name, email, phone, company, address, role/title
• Custom fields: any custom CRM fields mapped during import
• Tags and segments
• Notes and history (when available from source system)
• Files and attachments (HubSpot/Salesforce direct import only)
• Pipeline stages and deal data (HubSpot/Salesforce direct import)

Deduplication and cleanup

The import wizard automatically detects duplicates based on email match (with optional secondary matching on phone or full name) and gives you the choice to merge, skip, or create separate records. Common cleanup tasks — fixing capitalization, standardizing phone formats, removing trailing whitespace — happen automatically.

After import

Once imported, LizziAI starts processing the historical email threads tied to those contacts (if your inbox is connected) and builds per-client memory. Within 24-48 hours, the AI has enough context to draft replies that reference past conversations naturally.

The white-glove onboarding session typically handles the import live, so you do not have to figure out field mapping alone. Request access to schedule your import session.