WEPICKTOOLS — MIGRATION WORKSHEET
Planning aid; not evidence of a completed migration.
Guide: https://wepicktools.com/email-marketing/migration-checklist/

Owner: __________  Date: __________  Source / destination: __________
[ ] Inventory forms, integrations, segments and active sending workflows.
[ ] Save a restricted backup and document the current state.
[ ] Map fields and active, unsubscribed, unconfirmed and bounced statuses.
[ ] Import a sample using only addresses you control.
[ ] Check import reports and recipient counts; explain discrepancies.
[ ] Test signup, welcome, campaign links and unsubscribe behaviour.
[ ] Keep unfinished destination automations paused.
[ ] Assign cutover time, responsible person and stop conditions.
[ ] Account for contacts added after the initial export.
[ ] Pause old sending before activating replacement workflows.
[ ] Confirm new form submissions reach the destination.
[ ] Check the first campaign and document outstanding issues.

Stop conditions: __________
Rollback steps (pause new sending before restarting old): __________
Evidence / unresolved questions: __________
Do not put passwords or subscriber records in this worksheet.