Use the AI migration wizard

The AI migration wizard guides you through setting up your organization step by step — from importing members to sending your first broadcast. It’s the easiest way to migrate if you’ve never done this before.

Who can do this: Admins with the migration wizard permission (migration:wizard). Without it, the wizard page says “You don’t have permission to access this” — ask your Org Owner.

Before you start

The wizard is optional. You can always use the manual import path instead. See Upload and map your import file.
Your checklist progress is saved to your organization, so you can stop at any time and come back to it. The conversation itself isn’t kept — it starts fresh each time you open the page.

Start the wizard

When you first sign in to your new organization, the welcome screen offers Get started. Select it to open the Get started page, where the wizard greets you in a conversation pane beside the Setup checklist.
There’s no menu entry for the wizard yet — the Migration page doesn’t link to it. To come back to it later, go to /admin/onboarding in your browser’s address bar.
Type a question or tell the wizard what you’d like to do in the Message the wizard box, and select Send.

Walk through the 6-step checklist

The Setup checklist on the left lists 6 steps, each with a checkbox: Set up your organization, Configure membership levels, Import your members, Configure billing, Configure email, and Launch the claim broadcast.

Do each step in its own area of MapleGather. The checklist doesn’t open those areas for you, and the wizard doesn’t take your file — to import your members, go to Migration and select New import (see Upload and map your import file).
When you’ve finished a step, check its box. The step is saved as complete. A checked step can’t be unchecked, and there’s no option to skip a step — leave it unchecked until it’s done.

PII and your data

The wizard reads only your column names and the shape of your values (for example, “this column looks like dates”) to suggest mappings. It never sends your members’ actual data — names, emails, or any personal information — to the AI.

Resume a paused session

If you close the wizard and come back later, go to /admin/onboarding — there’s no menu entry for it yet. The Setup checklist shows the steps already checked, including any another admin checked. The conversation starts fresh with the wizard’s greeting; your earlier messages aren’t shown.

Get human help

The wizard has no hand-off to a person, and it can’t open a support ticket. If it can’t answer something, the help articles linked below cover each step by hand — start with Getting started: migrate your organization.

Verify

You’ll know you’re done when all 6 boxes in the Setup checklist are checked.

If something goes wrong

The wizard isn’t available — Ask your Org Owner to confirm your role includes the migration wizard permission.
“AI assistance is temporarily unavailable” — the wizard couldn’t get an answer from the AI service. The checklist still works, and Start manual import takes you to the manual import path. Try your message again later.
The wizard gave a confusing answer — the wizard can’t escalate to a person. Follow the manual steps in Upload and map your import file instead.
You started on a phone and want to continue on a computer — Your checklist progress is saved to your organization, not your device. Sign in on your computer and go to /admin/onboarding to continue; the conversation starts fresh.