Migration Agent
AI-powered document import from cloud storage. Import legacy PDFs, invoices, quotes, certificates, and photos automatically with intelligent classification and entity matching.
Last updated: 20 May 2026
The 30-Second Version
Migration Agent connects to your cloud storage (Google Drive, OneDrive, Dropbox), scans your legacy documents, uses AI to classify them (invoice, quote, certificate, photo), matches them to customers and jobs, then imports them into OpsCel. It's a one-time setup task to bring historical records into your new system.
Who uses this: Super Admins, Admins
Where it lives: Settings → Migration Agent
Availability: All tiers | data.migrate permission
Key benefit: Avoid manual re-entry of thousands of historical documents
Important: Migration Agent is credit-based. Credits are consumed during the scan phase (not import). Each document scanned costs 1 credit. Check your credit balance before starting.
Need More Help?
If you're stuck or need assistance, our support team is here to help.