instantly-migration-deep-dive

name	instantly-migration-deep-dive
description	Execute Instantly major re-architecture and migration strategies with strangler fig pattern. Use when migrating to or from Instantly, performing major version upgrades, or re-platforming existing integrations to Instantly. Trigger with phrases like "migrate instantly", "instantly migration", "switch to instantly", "instantly replatform", "instantly upgrade major".
allowed-tools	Read, Write, Edit, Bash(npm:*), Bash(node:*), Bash(kubectl:*)
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>

Instantly Migration Deep Dive

Overview

Comprehensive guide for migrating to or from Instantly, or major version upgrades.

Prerequisites

• Current system documentation
• Instantly SDK installed
• Feature flag infrastructure
• Rollback strategy tested

Migration Types

Type	Complexity	Duration	Risk
Fresh install	Low	Days	Low
From competitor	Medium	Weeks	Medium
Major version	Medium	Weeks	Medium
Full replatform	High	Months	High

Pre-Migration Assessment

Step 1: Current State Analysis

# Document current implementation
find . -name "*.ts" -o -name "*.py" | xargs grep -l "instantly" > instantly-files.txt

# Count integration points
wc -l instantly-files.txt

# Identify dependencies
npm list | grep instantly
pip freeze | grep instantly

Step 2: Data Inventory

interface MigrationInventory {
  dataTypes: string[];
  recordCounts: Record<string, number>;
  dependencies: string[];
  integrationPoints: string[];
  customizations: string[];
}

async function assessInstantlyMigration(): Promise<MigrationInventory> {
  return {
    dataTypes: await getDataTypes(),
    recordCounts: await getRecordCounts(),
    dependencies: await analyzeDependencies(),
    integrationPoints: await findIntegrationPoints(),
    customizations: await documentCustomizations(),
  };
}

Migration Strategy: Strangler Fig Pattern

Phase 1: Parallel Run
┌─────────────┐     ┌─────────────┐
│   Old       │     │   New       │
│   System    │ ──▶ │  Instantly   │
│   (100%)    │     │   (0%)      │
└─────────────┘     └─────────────┘

Phase 2: Gradual Shift
┌─────────────┐     ┌─────────────┐
│   Old       │     │   New       │
│   (50%)     │ ──▶ │   (50%)     │
└─────────────┘     └─────────────┘

Phase 3: Complete
┌─────────────┐     ┌─────────────┐
│   Old       │     │   New       │
│   (0%)      │ ──▶ │   (100%)    │
└─────────────┘     └─────────────┘

Implementation Plan

Phase 1: Setup (Week 1-2)

# Install Instantly SDK
npm install @instantly/sdk

# Configure credentials
cp .env.example .env.instantly
# Edit with new credentials

# Verify connectivity
node -e "require('@instantly/sdk').ping()"

Phase 2: Adapter Layer (Week 3-4)

// src/adapters/instantly.ts
interface ServiceAdapter {
  create(data: CreateInput): Promise<Resource>;
  read(id: string): Promise<Resource>;
  update(id: string, data: UpdateInput): Promise<Resource>;
  delete(id: string): Promise<void>;
}

class InstantlyAdapter implements ServiceAdapter {
  async create(data: CreateInput): Promise<Resource> {
    const instantlyData = this.transform(data);
    return instantlyClient.create(instantlyData);
  }

  private transform(data: CreateInput): InstantlyInput {
    // Map from old format to Instantly format
  }
}

Phase 3: Data Migration (Week 5-6)

async function migrateInstantlyData(): Promise<MigrationResult> {
  const batchSize = 100;
  let processed = 0;
  let errors: MigrationError[] = [];

  for await (const batch of oldSystem.iterateBatches(batchSize)) {
    try {
      const transformed = batch.map(transform);
      await instantlyClient.batchCreate(transformed);
      processed += batch.length;
    } catch (error) {
      errors.push({ batch, error });
    }

    // Progress update
    console.log(`Migrated ${processed} records`);
  }

  return { processed, errors };
}

Phase 4: Traffic Shift (Week 7-8)

// Feature flag controlled traffic split
function getServiceAdapter(): ServiceAdapter {
  const instantlyPercentage = getFeatureFlag('instantly_migration_percentage');

  if (Math.random() * 100 < instantlyPercentage) {
    return new InstantlyAdapter();
  }

  return new LegacyAdapter();
}

Rollback Plan

# Immediate rollback
kubectl set env deployment/app INSTANTLY_ENABLED=false
kubectl rollout restart deployment/app

# Data rollback (if needed)
./scripts/restore-from-backup.sh --date YYYY-MM-DD

# Verify rollback
curl https://app.yourcompany.com/health | jq '.services.instantly'

Post-Migration Validation

async function validateInstantlyMigration(): Promise<ValidationReport> {
  const checks = [
    { name: 'Data count match', fn: checkDataCounts },
    { name: 'API functionality', fn: checkApiFunctionality },
    { name: 'Performance baseline', fn: checkPerformance },
    { name: 'Error rates', fn: checkErrorRates },
  ];

  const results = await Promise.all(
    checks.map(async c => ({ name: c.name, result: await c.fn() }))
  );

  return { checks: results, passed: results.every(r => r.result.success) };
}

Instructions

Step 1: Assess Current State

Document existing implementation and data inventory.

Step 2: Build Adapter Layer

Create abstraction layer for gradual migration.

Step 3: Migrate Data

Run batch data migration with error handling.

Step 4: Shift Traffic

Gradually route traffic to new Instantly integration.

Output

• Migration assessment complete
• Adapter layer implemented
• Data migrated successfully
• Traffic fully shifted to Instantly

Error Handling

Issue	Cause	Solution
Data mismatch	Transform errors	Validate transform logic
Performance drop	No caching	Add caching layer
Rollback triggered	Errors spiked	Reduce traffic percentage
Validation failed	Missing data	Check batch processing

Examples

Quick Migration Status

const status = await validateInstantlyMigration();
console.log(`Migration ${status.passed ? 'PASSED' : 'FAILED'}`);
status.checks.forEach(c => console.log(`  ${c.name}: ${c.result.success}`));

Resources

• Strangler Fig Pattern
• Instantly Migration Guide

Flagship+ Skills

For advanced troubleshooting, see instantly-advanced-troubleshooting.