# Migaru help center

How to set up Migaru, bring your data in, and get the most from what it does for you, step by step.

## Getting started

Connect your mailbox, calendar and Slack, and bring your team in.

- [Connect your mailbox and calendar](https://www.migaru.ai/help/connect-your-mailbox-and-calendar.md): Connect Gmail or Outlook with its calendar so Migaru files your conversations and meetings, and choose what it reads, keeps and creates.
- [Connect Slack](https://www.migaru.ai/help/connect-slack.md): Add Migaru to Slack to see who your team talks to in shared channels, ask the agent in a direct message, and get your notifications there.
- [Invite your team and choose their roles](https://www.migaru.ai/help/invite-your-team.md): Invite people by email, choose what each can do as an owner, admin, member or Pages only, and see how seats are counted on each plan.

## Bringing your data in

Import files, move from another CRM, and tidy up what doubled.

- [Import a CSV file](https://www.migaru.ai/help/import-a-csv-file.md): Bring accounts, contacts, deals or any other records in from a spreadsheet: map the columns, see what was matched, and undo an import that went wrong.
- [Move from another CRM](https://www.migaru.ai/help/move-from-another-crm.md): Connect HubSpot, Pipedrive or Attio to bring their records across with the links between them, or import the CSV files any other CRM exports.
- [Find and merge duplicates](https://www.migaru.ai/help/find-and-merge-duplicates.md): How Migaru spots accounts and contacts that may be the same, where you review them, and what merging two records keeps, moves and can’t undo.

## How the record keeps itself

What it fills in, what it asks about, your calls, follow-ups and the agent.

- [How records keep themselves up to date](https://www.migaru.ai/help/how-records-keep-themselves-up-to-date.md): What Migaru writes by itself, what it suggests for you to approve, how an admin changes that field by field, and how to see what changed a field.
- [Record calls and prepare for meetings](https://www.migaru.ai/help/record-calls-and-prepare-for-meetings.md): Send the notetaker to Google Meet, Zoom or Teams, ask for everyone’s consent where the law needs it, upload transcripts, and read the brief before a call.
- [Follow-ups, sequences and Outreach](https://www.migaru.ai/help/follow-ups-sequences-and-outreach.md): How follow-ups are drafted for you to send, how a sequence writes each step when it’s due, and how Outreach sends the cold campaigns you launch.
- [Ask the agent](https://www.migaru.ai/help/ask-the-agent.md): Ask Migaru about your accounts, deals and calls in the app, in Slack or on your phone, get answers that cite their sources, and connect Claude or ChatGPT.

## Your account and your data

Plans and billing, sign-in and security, exporting, and leaving.

- [Export your data](https://www.migaru.ai/help/export-your-data.md): Export any view for Excel or as CSV or JSON, export the whole workspace with its files and recordings, or read every record through the API and MCP.
- [Plans, trials and billing](https://www.migaru.ai/help/plans-trials-and-billing.md): How the free trial and the card work, adding seats, changing or cancelling a plan, and what happens to a workspace once its subscription ends.
- [Delete a workspace or your account](https://www.migaru.ai/help/delete-a-workspace-or-account.md): How an owner deletes a workspace, with 14 days to change their mind, how to delete your own account, and what Deleted items keeps.
- [Sign-in and security settings](https://www.migaru.ai/help/sign-in-and-security.md): Sign in with a password, an emailed link or Google, turn on two-step verification, and set how long sign-ins last across your workspace.

Can’t find what you need? Write to support@migaru.ai and a person will answer.

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Canonical page: https://www.migaru.ai/help
Last updated: 2026-10-29