Import & Migration

Importing Your Data

To import data from other tools, Micro has a simple CSV uploader that makes it quick and easy.

1. Export a CSV from Other Tools

Here’s how to export your data from popular tools:

HubSpot

1. Go to Contacts → All Contacts
2. Click Export → Export All
3. Select CSV format
4. Choose the fields you want to export
5. Click Export

Attio

1. Navigate to People or Companies
2. Click the Export button
3. Select CSV format
4. Choose your desired fields
5. Download the file

Notion

1. Open your database in Notion
2. Click the … menu → Export
3. Select CSV format
4. Download the exported file

Google Sheets

1. Open your spreadsheet
2. Go to File → Download → CSV
3. The file will download automatically

Airtable

1. Open your base/table
2. Click Export → CSV
3. Select the records you want to export
4. Download the file

2. Import to Micro

You can import to People, Companies, or directly to People/Company lists (like Sales or Hiring). We recommend importing to lists for better organization.

Import Steps:

1. Go to your desired list or the main People/Companies section
2. Click Import or Add Data → Import CSV
3. Upload your CSV file
4. Map your columns to Micro fields
5. Review and confirm the import

Tip

For best results, clean your data before importing. Remove duplicates, standardize formats, and ensure email addresses and domains are valid.

Migrating from Another System

Direct CRM Migrations

We currently support direct migrations from CRMs like Salesforce, HubSpot, Attio, Folk, and others for larger customers. If you’re interested, reach out at support@micro.so.

General-Purpose Tool Migration

If you’re migrating from a general-purpose tool like Notion, Airtable, Google Sheets, or a project management tool like Linear, Trello, or Monday, you can use the CSV import feature mentioned above.

Supported Data Types

Micro can import the following data types via CSV import:

• Contacts/Leads (linked via email address)
• Companies/Accounts (linked via domain)
• Deals & Opportunities (linked via domain or email address)
• Custom properties associated with any of the above-mentioned objects

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If you encounter any issues during the import or migration process, our support team is here to help. Contact us at support@micro.so for assistance.