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ElevateAI

Migration guide

Switch from Squarespace to ElevateAI.

Keep the polished pages. Add a system that follows up for you.

What changes for you

  • Leads stop sitting in an inbox

    Form fills become pipeline contacts with automatic texts and reminders.

  • Booking and payments included

    Calendars, invoices, and Text-2-Pay come with the platform.

  • Reviews on autopilot

    Ask every customer for a review and reply with AI help.

crm.elevatenext.ai/settings/import

ElevateAI / Import workspace

squarespace-export.csv

Uploaded · columns matched automatically

  • Contacts1,284
  • Tags37
  • Deals212

Sample data

From Squarespace

5 of 6 mapped
  • Pages & sectionsFunnels & websites
  • Form blocksForms & surveys
  • Acuity / SchedulingCalendars
  • Email CampaignsEmail/SMS campaigns
  • ContactsCRM with smart lists

Everything has a home

Where your Squarespace stuff lives in ElevateAI

Squarespace features mapped to ElevateAI features
In SquarespaceIn ElevateAI
Pages & sectionsFunnels & websites
Form blocksForms & surveys
Acuity / SchedulingCalendars
Email CampaignsEmail/SMS campaigns
ContactsCRM with smart lists
InvoicesInvoicing & Text-2-Pay

Your switching checklist

Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.

  • Contacts & tags, via CSV import
  • Pipelines & deals
  • Email templates & campaigns
  • Forms
  • Landing pages
  • Calendars

Timeline

Most switchers are fully moved in within their first week.

  1. 1

    Open your tool's guide

    Exactly what to export and where it goes.

  2. 2

    Bring your data over

    Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.

  3. 3

    Go live supported

    Stuck anywhere? Chat or Zoom with our team, anytime.

Questions about switching

Will I lose anything from Squarespace?

No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.

How long does switching take?

Most switchers are fully moved in within their first week. You follow the Squarespace guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.

What does switching cost?

Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.

We set you up 1-on-1 in your first week, then stay on live chat and Zoom.

Coming from another tool?

Ready to leave Squarespace behind?

Follow the guide, import your contacts, and lean on our team whenever you need us.

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