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Boardable Data Migration Services

Switching to Boardable shouldn’t mean starting from scratch.

Your board’s history needs to come with you.

Our data migration packages move your historical agendas, minutes, and policies into Boardable as fully structured, searchable meeting records, so your board hits the ground running on day one.

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Not just files moved over. A fully working board history.

This isn’t a PDF drop. When Boardable migrates your records, they come in as native Boardable meeting records, structured, searchable, and displayed exactly like your current meetings. Here’s what that means:

  • Fully structured meeting records

    our historical agendas, minutes, and supporting documents are recreated as native Boardable meetings, not attachments sitting behind a link.

  • Full-text search in one place

    Every historical meeting is searchable by topic, keyword, and content. Your team isn’t hunting through file names; they’re finding what they need instantly.

  • Public site parity

    Historical meetings appear alongside current ones on your public site. That includes public-facing agendas, approved minutes, and adopted policies, all in the same format as your current records.

  • QA review on every package

    We migrate one year of records first. You review and approve before we proceed with the full archive. No surprises, no do-overs.

A clear process, start to finish.

Minutes, resolutions, and past board packets aren’t just files. They’re the institutional memory your organization depends on for governance continuity, audits, and accountability. Maintaining a second system just to access old records is a burden no team should carry.

Boardable’s data migration service transfers your historical records into one centralized home, in the same native format as everything else in your board portal. No attachments to hunt through, no second system to log into, no two-tier experience for your board or the public.

  • Scope & quote

    Your Boardable expert reviews your source system, record depth, and data quality to recommend the right package, no guesswork required.

  • Access & extract

    For records hosted on a public-facing site, including publicly accessible agendas, approved minutes, and posted policies, we handle the pull automatically. For historical records that aren’t publicly accessible, your team will provide those files directly using our simple folder and naming template.

  • Pilot & approve

    We migrate one year of records first. You review and approve before we proceed with the full migration. No surprises, no do-overs.

  • Delivered & live

    Your full record history is live in Boardable, available to your board and, if applicable, displayed on your public site.

Choose the package that fits your records

All packages include QA review and a pilot approval step before full migration. These are one-time fees, not recurring charges. Please note: Integrations with other board management platforms require a custom quote. Scanned image-only documents and handwritten notes cannot be processed through this service.

Standard

$1500

(one-time)

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For teams with clean, accessible files and a manageable archive. We automate the pull from your public-facing source where possible; you provide any non-public records via our folder template.

What’s included:

  • Automated data pull from public-facing sources, including agendas, minutes, and policies
  • Customer self-uploads via folder template for non-public records
  • Clean digital PDFs (non-scanned)
  • Up to 5 years of records
  • QA review + pilot approval before full migration

Estimated timeline: 4-8 hours of labor, 5-10 business day delivery 

Most Popular

Standard Plus

$2500

(one-time)

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Same clean, structured process as the Standard plan, extended to cover a decade of history. Ideal for organizations where governance continuity and audit readiness require a longer record trail.

What’s included:

  • Automated data pull from public-facing sources, including agendas, minutes, and policies
  • Customer self-uploads via folder template for non-public records 
  • Clean digital PDFs (non-scanned)
  • Up to 10 years of records
  • QA review + pilot approval before full migration

Estimated timeline: 6-12 hours of labor, 5-10 business day delivery

Complex

Custom Pricing

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Not every archive is tidy, and that’s okay. The Complex package is built for situations where files are disorganized, formats are inconsistent, or records are scattered across multiple sources. Your team will work with a dedicated Boardable project coordinator throughout.

What’s included:

  • Support for disorganized files and non-standard document formats
  • Customer self-upload via folder template for non-public records
  • Up to 5 years of records
  • QA review + custom format tuning
  • Dedicated project coordination throughout

Estimated timeline: 15-25 hours of labor, 15-20 business day delivery. 

Need to go further back?

Add $500 for every 2 additional years beyond your package’s included range. Just let your Boardable expert know during the scoping conversation.

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FAQs

Data Migration Frequently Asked Questions

What if some of my records aren’t on a public site?

No problem. Our standard process pulls publicly accessible records, including agendas, minutes, and policies, automatically. For anything that isn’t available on a public site, we’ll provide a simple folder and naming template so your team can upload those files directly.

What format will my records be in after migration?

All migrated records are delivered as native Boardable meetings, not PDFs or attachments. That means they’re fully structured, searchable by content, and displayed the same way as your current meetings on both your board portal and your public site.

Can you migrate from other board management platforms?

We support automated pulls from publicly accessible sources. For records from other board management platforms, we’d scope a separate custom quote.

Do scanned documents or handwritten notes qualify?

Not at this time. Our tooling processes digital documents; scanned image-only files and handwritten notes fall outside the scope of these packages.

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