ToolStack
Migration Guide

Migrating from Miro to Optimizely

Miro scores 4.7/5 on G2 — 0.5 points ahead of Optimizely (4.2/5). If you're making the switch, here's how to migrate your team from Miro to Optimizely step by step.

At a Glance

Miro
4.7/5 · 6,700 G2 reviews
  • Best-in-class infinite canvas experience — the gold standard for collaborative whiteboarding with real-time multiplayer editing
  • Massive template library with 2,500+ community and built-in templates for user story mapping, retrospectives, journey maps, and more
  • Extremely intuitive interface — new users can be productive in minutes, making it ideal for cross-functional workshops
Optimizely
4.2/5 · 700 G2 reviews
  • Industry-leading experimentation platform with both client-side and server-side testing — supports the full experimentation lifecycle from hypothesis to results
  • Powerful Stats Engine uses sequential testing methodology that allows peeking at results without inflating false positive rates — a significant advantage over traditional frequentist approaches
  • Robust feature flagging and progressive rollout capabilities allow engineering teams to decouple deployment from release, with fine-grained audience targeting
Full side-by-side comparison: Miro vs Optimizely

You gain with Optimizely

  • +workflow automations
  • +custom fields

You leave behind

  • roadmapping
  • Kanban boards
  • mobile app

Migration Steps

1

Audit and export your current workspace

Before touching Optimizely, document what lives in Miro: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any workflow automations that your team relies on daily.

2

Set up your Optimizely workspace

Create your Optimizely workspace and replicate your project structure using tasks and projects. Run with a single pilot team before migrating everyone.

3

Map your workflow equivalents

Find the closest Optimizely equivalent for each Miro feature your team relies on. projects and tasks in Miro maps to tasks and projects in Optimizely. Optimizely supports custom fields — recreate your Miro field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.

4

Import your data

Optimizely supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Optimizely's automation engine can replicate most rules you had in Miro. Start with your most active project rather than importing everything at once.

5

Onboard your team

Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.

6

Run Miro in parallel for two weeks

Keep Miro read-only while your team works primarily in Optimizely. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Miro, archive the workspace and make Optimizely the official home.

Ready to switch?

Read the full Optimizely review for pricing, integrations, and team fit details.

Read Optimizely Review →Compare Miro vs Optimizely