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Migrate

Move your email system without a blind cutover. Keep consent, customer state, and delivery evidence.

Inventory the source, rebuild only the useful lifecycle, and switch one verified sending stream at a time.

Move one controlled stream first.

Migration control
Migrate

Inventory before cutover

01

Inventory

Source material read

02

Rebuild

Created paused

03

Verify

Real inbox test

04

Switch

One trigger first

Destination flow

Paused until validation and explicit cutover

paused
The source stays available

[ 01 / 03 ]Why migrations fail

An export is not an email system.

Contacts are only one layer. The risky parts are consent, suppressions, event semantics, template variables, flow exits, domain reputation, and the messages still in flight.

Identity drifts

Lists, profiles, tags, and custom fields rarely describe the same person in the same way.

Triggers change meaning

A copied automation is unsafe if its entry event or exit condition behaves differently.

Consent gets flattened

Unsubscribes, bounces, complaints, and topic preferences must survive the move intact.

Evidence disappears

Without a baseline, a post-cutover dip is difficult to detect and harder to explain.

[ 03 / 03 ]Controlled cutover

Read the source. Rebuild the destination. Switch only what you can verify.

The Klaviyo, Mailchimp, ActiveCampaign, Brevo, and HubSpot connectors are read-only migration sources. Send & Retain inventories what exists; it does not write back to the provider you are leaving. Other providers follow a documented export-and-map path.

  • Reconcile contacts against suppressions before importing either.
  • Rebuild flows from product events instead of copying provider labels blindly.
  • Move one sending stream first, retain identifiers, and compare delivery evidence.
  • Keep rollback criteria explicit until the new stream is stable.
Migration control
Cutover

Inventory before cutover

01

Inventory

Source material read

02

Rebuild

Created paused

03

Verify

Real inbox test

04

Switch

One trigger first

Destination flow

Paused until validation and explicit cutover

paused
The source stays available

Questions people ask us

Know what will move before production traffic does.

Build the source inventory, destination map, verification plan, and rollback criteria.