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.
Inventory before cutover
Inventory
Source material read
Rebuild
Created paused
Verify
Real inbox test
Switch
One trigger first
Destination flow
Paused until validation and explicit cutover
[ 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.
[ 02 / 03 ]Choose your source
Start with the provider you are leaving.
Klaviyo
Preserve profiles and consent, then rebuild useful flows around current product events.
Mailchimp
Reconcile audiences and suppressions while documenting Customer Journeys the API cannot expose.
ActiveCampaign
Keep meaningful fields and tags, then simplify live automations into explicit event paths.
Resend
Keep the developer workflow while adding contacts, events, flows, and message evidence.
Mailgun
Preserve API call contracts, templates, suppressions, and callbacks while adding lifecycle context.
SendGrid
Untangle authentication, templates, contacts, events, and journeys before routing traffic.
Postmark
Move critical message streams one at a time without weakening transactional safeguards.
Customer.io
Isolate email journeys from multichannel dependencies and preserve product-event meaning.
[ 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.
Inventory before cutover
Inventory
Source material read
Rebuild
Created paused
Verify
Real inbox test
Switch
One trigger first
Destination flow
Paused until validation and explicit cutover
Questions people ask us
Know what will move before production traffic does.
Build the source inventory, destination map, verification plan, and rollback criteria.