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 data 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 brand will not use any previous shop origin order events.
This means that any historical data related to the orders will not be available for segmentation purposes. Therefore, it is important to keep in mind that if you have migrated to a new platform, the order information from the previous platform will not be used by the brand. Order information should be imported to the new platform in order to sync to your Omnisend account upon the updated type of connection.
Transferring Your Contact List
To transfer your contact list, you need to first export all your contacts from the old store. To do this, go to Audience → Exports → New export → All contacts → Export → Download.
Once your list is downloaded, open your new store and import this 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 store → export → import to the new store and create a segment based on this import.
Transferring Automations
To transfer your automations, go to the Automations tab using your old store account → click the arrow next to the Automation you want to copy → click Copy → select the store 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! Please note that only entity-based trigger automations can currently be transferred between brands in Omnisend. Event-based flows cannot be transferred now. This feature will be added in the near future.
As an alternative, you can save the email template and transfer it between the brands, then create a new automation and use the transferred template.
Event-based Triggers | Entity-based Triggers |
Paid for Order | Product Back in Stock |
Placed Order | Special Occasion (Birthday) |
Order Cancelled |
|
Order Fulfilled |
|
Order Refunded |
|
Ordered Product |
|
Clicked on Message |
|
Opened Message |
|
Added Product to Cart |
|
Started Checkout |
|
Message Marked as Spam |
|
Message Sent |
|
Message Delivery Failed |
|
Signup |
|
Custom Events |
|
Order Placed |
|
Order Status Changed |
|
Contact Enters the Segment |
|
Contact Exits the Segment |
|
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 on the arrow next to the Email campaign you want to copy → click Copy.
💡 If your template is already saved, you can directly copy it following the steps in the dedicated article.
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.
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?
Unfortuntely, reports can't be transfered 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 transfered. However, this data will be collected once you send your first campaign or automation through the new store.
If you have any questions, please contact our Support Team via in-app chat or at [email protected].