There are several reasons you might choose to create a new Omnisend account for your store:
You're migrating to a new ecommerce platform (e.g., from Shopify to BigCommerce).
You manage multiple stores and want to use separate billing for each, but they're currently under a single account.
You want to start fresh with a clean account.
This article will guide you through the necessary steps to migrate contacts, automations, email templates, segments, signup forms, and invoices from one Omnisend account to another.
Before You Start
Make sure the store is connected to your new Omnisend account. Otherwise, you won't be able to transfer some important data (templates, automations).
There are two ways you can connect your new store in Omnisend: under the same account you've been using before, or under a new account.
If you are connecting the store under a separate account, you'll first need to add this new account's email address as an admin user to your old account. Then use this admin user to proceed with all the further steps.
Note: When you migrate from one platform to another (for example, from WooCommerce to Shopify), the account will not use any previous shop origin order events. This means that any historical data related to orders will not be available for segmentation purposes. Order information should be imported to the new platform in order to sync to your Omnisend account upon the updated type of connection.
⚠️ What Can't Be Transferred:
Reports: Export as PDF before closing your old account.
Revenue/sales data: Tracking begins again after you send your first campaign or automation through the new store.
Third-party integrations: Reconnect them in your new account under Store settings → Apps.
Historical custom event data: New custom events will begin tracking automatically once your store is connected.
Transferring Your Contact List
To transfer your contact list, you need to first export all your contacts from the old account. To do this, go to Audience → Exports → New export → All contacts → Export → Download.
Once your list is downloaded, open your new account and import the downloaded file. Ensure to correctly map opt-in and opt-out dates to import contacts with subscribed and unsubscribed statuses.
Note: Engagement data isn't exported. So, if you want to have a segment "Opened email in the last seven days," you'll need to create it under your old account → export → import to the new account and create a segment based on this import.
Transferring Segments
You can copy segments between Omnisend accounts to maintain consistent segmentation across stores.
Important Notes:
Only segment rules and filters are copied, not the contacts themselves. The copied segment will pull in contacts from the destination store based on the segment filters.
You can copy segments only between stores that share the same ecommerce platform (e.g., Shopify → Shopify).
Go to Audience → Segments → Click the three-dot menu (⋮) next to the segment you want to copy → Copy to another store → select the destination account(s).
After copying, review the segment in the destination store to ensure all filters are compatible (e.g., custom events, product names, tags).
Transferring Automations
To transfer your automations, go to the Automation tab in your old account → click the three-dot menu (⋮) next to the Automation you want to copy → click Copy → select the account you want to copy this Automation to. Learn more about copying Automation workflows.
Note: If you've changed the ecommerce platform, check what automations are available for your new store, as some might work differently.
Important: Entity-based workflows can be copied between any accounts, while event-based workflows can only be copied between accounts connected to stores of the same platform (e.g., WooCommerce → WooCommerce).
As an alternative, you can save the email template and transfer it to the other account. Then, create a new automation and use the transferred template.
Event-based Triggers | Entity-based Triggers |
Added product to cart | Product back in stock |
Clicked message | Special occasion (Birthday) |
Entered segment |
|
Exited segment |
|
Marked message as spam |
|
Message delivery failed |
|
Message sent |
|
Opened Message |
|
Order canceled |
|
Order fulfilled |
|
Order refunded |
|
Ordered product |
|
Paid for order |
|
Placed order |
|
Started checkout |
|
Subscribed to Marketing |
|
Viewed page |
|
Viewed product |
|
|
Transferring Email Templates
To transfer your email templates, you'll first need to save them. Follow the steps below to complete the migration process.
Step 1. Go to the Campaigns tab → Click the three-dot menu (⋮) next to the Email campaign you want to copy → Click Copy.
💡 If your template is already saved, jump to Step 3.
Step 2. After you click on copy, proceed to Edit content → Click on the arrow next to Preview & test → Click on Save as template.
Step 3. Once your template is saved, go to Store settings → Saved templates → Click on Copy → Select the store you'd like to copy to.
Transferring Signup Forms
You can copy signup forms between Omnisend accounts to replicate form designs.
In your original account, go to Forms → Click the three-dot menu (⋮) next to the form you want to transfer → Copy → select the destination account.
Important Notes:
The copied form keeps the same behavior and theme settings. Review all settings and adjust them to match your new account or store.
Even if the form is enabled in the original account, it will be copied as a draft in the new account. You’ll need to enable it manually.
Transferring Your Sender Domain
If you've authenticated a custom sender domain in your old account, you can transfer it to your new account instead of re-signing and verifying from scratch.
To transfer your sender domain, contact our Support Team via in-app chat or email at [email protected] and provide the following details:
The sender domain you want to transfer (e.g.,
yourstore.com);Your old store’s Brand ID;
Your new store’s Brand ID.
To find your Brand ID, go to Store settings → Brand ID.
Once we receive your request, our team will guide you through the required steps to copy the sender domain to your new account.
Note: If you have changed your store domain (e.g., from namex.com to namey.com), you’ll need to sign and verify the new domain in your new account. Your sender domain must match your store domain.
Saving Invoices
In order not to lose your previous invoices, click on your profile → Go to Billing history under Account settings → Click the Download arrow next to your selected invoice.
FAQ
Can I transfer the reports to my new account?
Unfortunately, reports can't be transferred to another account. However, you can download your reports as a PDF to keep them saved.
Can the revenue be transferred from my previous store to a new one?
Since the new store is empty, revenue and sales data cannot be transferred. However, this data will be collected once you send your first campaign or automation through the new store.
Will my team members/users transfer to the new account?
No. You must manually invite team members to your new account and reassign their roles.
What happens to scheduled campaigns?
Scheduled campaigns do not transfer. Before migrating, either send or cancel scheduled campaigns in your old account, then reschedule them manually in your new account after migration.
Why didn't my custom properties transfer?
Custom properties are transferred during the contact import process. Make sure to map all fields correctly when importing your contact list. If a default field exists (e.g., Birthday), use it instead of creating a new custom property.
Can I transfer custom events?
If your custom events are triggered by a third-party integration, you’ll need to connect the same integration to your new account to start triggering those events again.
If the custom event was created manually, you’ll need to recreate it in the new account. Learn how to create and manage custom events in Omnisend.
If you have any questions, please contact our Support Team via in-app chat or at [email protected].