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instantly-migration-deep-dive Execute complex Instantly.ai migration strategies for platform changes.
Use when migrating between cold email platforms, consolidating workspaces,
or re-architecting outreach infrastructure around Instantly.
Trigger with phrases like "migrate to instantly", "instantly migration",
"switch to instantly", "instantly platform migration", "outreach migration".
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name instantly-migration-deep-dive description Execute complex Instantly.ai migration strategies for platform changes.
Use when migrating between cold email platforms, consolidating workspaces,
or re-architecting outreach infrastructure around Instantly.
Trigger with phrases like "migrate to instantly", "instantly migration",
"switch to instantly", "instantly platform migration", "outreach migration".
allowed-tools Read, Write, Edit, Bash(npm:*), Bash(curl:*), Grep version 1.12.0 license MIT author Jeremy Longshore <jeremy@intentsolutions.io> tags ["saas","instantly","migration","architecture"] compatibility Designed for Claude Code, also compatible with Codex and OpenClaw
Instantly Migration Deep Dive
Overview
Strategies for migrating to/from Instantly or consolidating multiple outreach tools into Instantly. Covers data migration (leads, campaigns, templates), account migration (email infrastructure), analytics preservation, and parallel-run strategies with zero-downtime cutover.
Migration Scenarios
Scenario Complexity Duration Lemlist/Woodpecker/Mailshake to Instantly Medium 1-2 weeks Salesloft/Outreach to Instantly High 2-4 weeks Multiple Instantly workspaces to one Low 1 week Manual outreach to Instantly automation Low 3-5 days
Instructions
Step 1: Pre-Migration Audit
import { InstantlyClient } from "./src/instantly/client" ;
const client = new InstantlyClient ();
interface MigrationPlan {
sourceLeadCount : number ;
sourceCampaignCount : number ;
sourceTemplateCount : number ;
emailAccountsToMigrate : string [];
estimatedDuration : string ;
risks : string [];
}
async function preMigrationAudit (Promise <MigrationPlan > {
const existingCampaigns = await client.campaigns .list
100
const
await
accounts
list
100
console
log
"=== Current Instantly Workspace ==="
console
log
`Campaigns: ${existingCampaigns.length} `
console
log
`Accounts: ${existingAccounts.length} `
if
length
0
const
await
accounts
warmupAnalytics
map
(a ) =>
email
console
log
`Accounts with warmup: ${(warmup as any []).length} `
console
log
"\n=== Migration Checklist ==="
console
log
"[ ] Export leads from source platform (CSV)"
console
log
"[ ] Export campaign templates and sequences"
console
log
"[ ] Document sending schedules and daily limits"
console
log
"[ ] Export analytics/historical data for reference"
console
log
"[ ] Identify email accounts to migrate (IMAP/SMTP creds)"
console
log
"[ ] Map custom fields to Instantly custom_variables"
console
log
"[ ] Create block list from source platform unsubscribes"
console
log
"[ ] Plan warmup period (14+ days for new accounts)"
return
sourceLeadCount
0
sourceCampaignCount
0
sourceTemplateCount
0
emailAccountsToMigrate
estimatedDuration
"2 weeks"
risks
"Warmup period delays campaign launch by 14+ days"
"Custom field mapping may lose data if not 1:1"
"Sending reputation doesn't transfer between platforms"
Step 2: Import Email Accounts
async function migrateEmailAccounts (accounts : Array <{
email: string ;
first_name: string ;
last_name: string ;
smtp_host: string ;
smtp_port: number ;
smtp_username: string ;
smtp_password: string ;
imap_host: string ;
imap_port: number ;
imap_username: string ;
imap_password: string ;
daily_limit: number ;
}>const results = { added : 0 , failed : 0 , errors : [] as string [] };
for (const account of accounts) {
try {
await client.request ("/accounts" , {
method : "POST" ,
body : JSON .stringify ({
email : account.email ,
first_name : account.first_name ,
last_name : account.last_name ,
smtp_host : account.smtp_host ,
smtp_port : account.smtp_port ,
smtp_username : account.smtp_username ,
smtp_password : account.smtp_password ,
imap_host : account.imap_host ,
imap_port : account.imap_port ,
imap_username : account.imap_username ,
imap_password : account.imap_password ,
daily_limit : account.daily_limit ,
}),
});
results.added ++;
console .log (`Added: ${account.email} ` );
} catch (e : any ) {
results.failed ++;
results.errors .push (`${account.email} : ${e.message} ` );
}
}
if (results.added > 0 ) {
const addedEmails = accounts
.slice (0 , results.added )
.map ((a ) => a.email );
await client.accounts .enableWarmup (addedEmails);
console .log (`Warmup enabled for ${addedEmails.length} accounts` );
}
console .log (`\nAccount migration: ${results.added} added, ${results.failed} failed` );
return results;
}
async function migrateWithOAuth (provider : "google" | "microsoft" const endpoint = provider === "google"
? "/oauth/google/init"
: "/oauth/microsoft/init" ;
const session = await client.request <{ session_id : string ; redirect_url : string }>(
endpoint,
{ method : "POST" }
);
console .log (`OAuth flow started. Redirect user to: ${session.redirect_url} ` );
console .log (`Session ID: ${session.session_id} ` );
let status = await client.request (`/oauth/session/status/${session.session_id} ` );
console .log ("Session status:" , status);
}
Step 3: Import Leads from CSV import { readFileSync } from "fs" ;
import { parse } from "csv-parse/sync" ;
async function importLeadsFromCSV (
filePath : string ,
campaignId : string ,
fieldMapping : Record <string , string >
) {
const csv = readFileSync (filePath, "utf-8" );
const records = parse (csv, { columns : true , skip_empty_lines : true });
console .log (`Importing ${records.length} leads from ${filePath} ` );
const results = { added : 0 , skipped : 0 , failed : 0 };
for (let i = 0 ; i < records.length ; i++) {
const row = records[i];
try {
const lead : Record <string , unknown > = {
campaign : campaignId,
skip_if_in_workspace : true ,
verify_leads_on_import : true ,
};
for (const [csvCol, instantlyField] of Object .entries (fieldMapping)) {
if (row[csvCol]) {
lead[instantlyField] = row[csvCol];
}
}
const standardFields = ["email" , "first_name" , "last_name" , "company_name" , "website" , "phone" ];
const customVars : Record <string , string > = {};
for (const [csvCol, instantlyField] of Object .entries (fieldMapping)) {
if (!standardFields.includes (instantlyField) && row[csvCol]) {
customVars[instantlyField] = row[csvCol];
}
}
if (Object .keys (customVars).length > 0 ) {
lead.custom_variables = customVars;
}
await client.request ("/leads" , {
method : "POST" ,
body : JSON .stringify (lead),
});
results.added ++;
} catch (e : any ) {
if (e.message .includes ("422" )) {
results.skipped ++;
} else {
results.failed ++;
}
}
if ((i + 1 ) % 100 === 0 ) {
console .log (`Progress: ${i + 1 } /${records.length} ` );
}
}
console .log (`Import complete: ${results.added} added, ${results.skipped} skipped, ${results.failed} failed` );
}
const mapping = {
"Email" : "email" ,
"First Name" : "first_name" ,
"Last Name" : "last_name" ,
"Company" : "company_name" ,
"Website" : "website" ,
"Title" : "title" ,
"Industry" : "industry" ,
};
Step 4: Migrate Unsubscribes to Block List async function migrateUnsubscribes (unsubscribedEmails : string []console .log (`Migrating ${unsubscribedEmails.length} unsubscribes to block list` );
const batchSize = 100 ;
for (let i = 0 ; i < unsubscribedEmails.length ; i += batchSize) {
const batch = unsubscribedEmails.slice (i, i + batchSize);
await client.request ("/block-lists-entries/bulk-create" , {
method : "POST" ,
body : JSON .stringify ({ entries : batch }),
});
console .log (`Batch ${Math .floor(i / batchSize) + 1 } : ${batch.length} entries added` );
}
console .log ("Block list migration complete" );
}
Step 5: Parallel Run Strategy
async function parallelRunMonitor (console .log ("=== Parallel Run Status ===\n" );
const campaigns = await client.campaigns .list (50 );
const activeCampaigns = campaigns.filter ((c ) => c.status === 1 );
for (const campaign of activeCampaigns) {
const analytics = await client.campaigns .analytics (campaign.id );
const sent = analytics.emails_sent || 1 ;
console .log (`${campaign.name} :` );
console .log (` Sent: ${analytics.emails_sent} | Open: ${((analytics.emails_opened / sent) * 100 ).toFixed(1 )} % | Reply: ${((analytics.emails_replied / sent) * 100 ).toFixed(1 )} %` );
}
console .log ("\n=== Cutover Checklist ===" );
console .log ("[ ] Instantly campaigns matching old platform performance" );
console .log ("[ ] All leads migrated and deduplicated" );
console .log ("[ ] Webhooks delivering to CRM correctly" );
console .log ("[ ] Block list complete (all unsubscribes migrated)" );
console .log ("[ ] Warmup healthy (>80% inbox rate) for all accounts" );
console .log ("[ ] Old platform campaigns paused" );
console .log ("[ ] Team trained on Instantly dashboard" );
}
Migration Timeline Week 1: Setup & Warmup
- Add email accounts to Instantly
- Enable warmup (runs for 14+ days)
- Import block list / unsubscribes
- Map custom fields
Week 2: Data Migration
- Import leads from CSV
- Recreate campaign templates as sequences
- Set up webhooks and CRM integration
- Configure sending schedules
Week 3: Parallel Run
- Launch test campaign on Instantly (small list)
- Compare metrics with old platform
- Fix any delivery or integration issues
Week 4: Cutover
- Pause old platform campaigns
- Activate full Instantly campaigns
- Monitor for 48 hours
- Decommission old platform
Error Handling Error Cause Solution Account SMTP auth fails Wrong credentials from old platform Re-check app password or OAuth flow Leads rejected as duplicates Already imported Use skip_if_in_workspace: true Custom fields lost No matching Instantly field Map to custom_variables object Performance worse than old platform Accounts not warmed up Wait 14+ days, check inbox rates
Resources
Next Steps After migration, set up monitoring with instantly-observability.
