Migration guide: from Instantly

Switch from Instantly with a controlled campaign transfer.

Plan a controlled move from Instantly. We first verify your source API access and the records available, then define what can be transferred and what must be reconnected or rebuilt. Start with one campaign before moving the rest.

Before you switch

Check these in Instantly first.

  • Create or locate an Instantly API key you are authorized to use.
  • Choose the campaigns and leads you want to import first.
  • Review unsubscribe and block-list coverage before previewing the import.
  • Document current per-inbox sending limits and schedules.
  • Confirm access to existing business inboxes or plan an in-product purchase.

MailSequence provides CSV exports and a documented read API for supported resources, so data portability is part of the operating model.

Step by step

The migration, in eight controlled steps.

Audit current setup

List active campaigns, inboxes, daily limits, warmup status, domains, suppression lists, and lead lists.

Choose your first campaign

Start with one stable campaign. Move the rest after you verify the result.

Verify source access

Use your own Instantly API key for a read-only compatibility check before creating anything.

Review the transfer scope

Confirm which campaigns, sequence content, leads, and block-list records the current source API exposes, then transfer only the supported records.

Connect business inboxes

Bring Google Workspace or Microsoft 365 inboxes through OAuth, or purchase configured business inboxes in-product.

Set conservative limits

Preserve or reduce sending limits during the transition.

Enable warmup and health monitoring

Don't push newly connected inboxes into full volume immediately.

Launch small

Send a controlled batch, watch replies and bounces, then scale.

First campaign cutover

Verify first. Cut over carefully.

Switchers from Instantly can get hands-on help checking source compatibility, reviewing transferred records, reconnecting inboxes, checking suppression data, enabling warmup, and setting conservative limits before the first launch.

Launch safety checklist

[ ] Source API key ready
[ ] Active campaigns audited
[ ] Source compatibility checked
[ ] Suppression data confirmed
[ ] Sending limits documented
[ ] Domains reviewed
[ ] Google/Microsoft inbox access confirmed
[ ] First campaign selected
[ ] Warmup plan created
[ ] Reply workflow owner assigned

FAQ

Frequently asked questions

Should I pause Instantly before migrating?

Keep the source subscription and campaign available during review, but avoid sending the same recipient from both systems. Use a controlled audience for the MailSequence pilot.

How long does the first campaign take to move?

Timing varies with source API compatibility, available records, inbox connection, DNS readiness, warmup, and review. We confirm the work after the compatibility check.

Will my suppression list be respected?

Existing MailSequence suppressions are never cleared by a transfer. Before cutover, verify which source block-list and unsubscribe records were available and confirm the resulting MailSequence suppression list.

Do I lose my warmup progress?

Inbox reputation stays with the mailbox and domain. Keep limits conservative during the transition and use MailSequence warmup to establish a steady ramp.

What if it doesn't work out?

Export supported data through CSV and the documented read API, then choose the operating system that fits. Subscription, mailbox, domain, provider, and migration effort still need to be included in the decision.

Move one campaign this week.

Keep Instantly running, verify one campaign can be transferred safely, and let the resulting workflow make the decision.