1. Open Settings -> Import
Use the historical import wizard to create legacy meeting records without disrupting active workflows.
Meetings · Migration
Import historical meetings and signed minutes
Use this workflow when moving from another board portal or when minutes are signed outside Stride. Imported records remain searchable and can be opened in the normal meeting workspace.
2. Register the historical meeting
Enter title, type, date, and optional duration to preserve chronology and searchability.
3. Attach signed minutes
Upload externally signed minutes (for example AGM or per-capsulam minutes prepared outside Stride).
4. Review and import
Confirm details in the review step, import, then open the new meeting record for additional cleanup.
5. Bulk import with CSV (optional)
Use Settings -> Import -> Bulk CSV import to create multiple historical meetings in one pass using title,type,date,duration rows.
Recommended migration order
- Start with the newest completed meetings so your board can search recent signed minutes first.
- Use consistent naming, for example "Board meeting 2025-12-10 · Signed minutes", to improve global search quality.
- Upload remaining legal artifacts through Files if they do not belong to a specific agenda item or decision.
Related board software topics
Use these pages to connect this workflow to broader board portal, meeting software, decision tracking, and governance requirements.
Understand where each guide workflow fits in a full board portal implementation.
See how agenda, invites, and minutes processes map to board meeting software needs.
Connect guide playbooks to decision ownership and execution tracking.
Review governance and compliance expectations tied to board operations.