Preparing for the switch
Good preparation makes the migration smooth. Go through this checklist before you get started:
- Gather your account details – Make sure you have access to your Brevo account and that you have admin rights.
- Take stock of what you want to bring over:
- Contacts: only export active subscribers, not unsubscribed or outdated contacts.
- Templates: note which email templates you want to recreate.
- Campaign insights: save performance data as a reference.
- Clean up your contact list – Remove invalid addresses, duplicates, and unsubscribed contacts. Segment your audience for an organized import.
- Decide which automations you want to recreate – Make a list of your workflows (e.g. welcome emails, abandoned cart reminders) and note the triggers, timing, and email content.
- Prepare for domain verification – Make sure you have access to your domain's DNS settings. Xendy will provide the required DNS records during the setup process.
