You do not have to manually re-key every existing client. You can create businesses as you start working deals, and AI AutoFill does the heavy lifting: drop in their documents like bank statements and tax returns and the AI extracts the details to build the profile, reaching roughly 75% complete in under two minutes. For bulk CRM data, talk to our team about the GoHighLevel integration, which syncs contacts through our API. A practical approach is to bring clients in as you work them rather than migrating everyone up front.
Do I have to migrate my existing clients one by one?
account-admin · NEW · Granola FAQ mining 2026-06-09
Written by Cohen Nagel