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Switching from another tool

Move across in three steps.

Coming from Instantly, lemlist, Smartlead, Apollo or a spreadsheet? Your block list and contacts come across as CSV files, and your mailboxes reconnect. Each step ends on a result you can check.

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Before step 1: stop the sequences in your old tool for everyone you bring across, so nobody gets two sets of follow-ups.

  1. 01

    Your block list

    Export the unsubscribes and bounces from your old tool as a CSV and import it on the suppression page. Up to 50,000 addresses per file.

    Suppression listblocklist.csv

    312 addresses added.

    Checked before every send, in every project of the workspace.

  2. 02

    Your contacts

    Export them as a CSV and import the file into the brand's project. Up to 20,000 rows per file; check the column mapping against a preview.

    Contacts importedcontacts-export.csv
    • Created1,840
    • Skipped as duplicates62
    • Not imported, no valid address5

    4 are on your block list: imported with a note, never emailed. The rest wait in Leads, marked Not verified, until you send them to research.

  3. 03

    Your mailboxes

    Reconnect each one over SMTP and IMAP with its password or an app password, then Test it. Same mailbox, same domain, same reputation.

    Mailbox connectedSMTP and IMAP

    tom@ledgerandco.example

    • SMTP connection OK
    • Replies can be read
    • SPF, DKIM and DMARC pass

    Ramping up 10 today, then 5 more a day

Ledger & Co moving across: two files in, one mailbox reconnected, each with its result.Example records

Then

Write down the brand once, then start.

Four things you set up here. After that, the first drafts wait for you in Review.

The setup guide, step by step
A project per brand
Its offer, its ideal customer, their pains and your tone. Research and drafts are built on what you write here. Agencies create one per client.
Your first campaign
An AI campaign drafts 1-3 emails per lead for you to review. A template campaign sends 1-5 steps you write yourself.
Your templates
Paste the text of your old steps into a template campaign. Every step carries the unsubscribe link merge tag.
Sending hours
Per campaign: one time zone and a start and end hour, every day of the week.

Questions

Before you export a single row.

How do I bring my contacts from Instantly, lemlist or Smartlead?
Export them from your old tool as a CSV and import the file into a project. A CSV from Apollo or a spreadsheet works the same way. Up to 20,000 rows per file; duplicates are skipped and counted.
How do my sequences come across?
Paste the text of your steps into a template campaign: 1-5 steps, each with the unsubscribe link merge tag. Or start an AI campaign: you describe the offer and MyLeadTeam drafts 1-3 emails per lead for your review.
Will my mailboxes keep their reputation?
Reputation belongs to your domain and mailbox, and reconnecting leaves it where it is. What starts fresh is MyLeadTeam's sending ramp: 10 emails a day, rising by 5 a day to the limit you set, so the first week sends less than you are used to. Pausing and resuming a mailbox later keeps its ramp where it was.
What about my sending history and stats?
They stay in your old tool, and old reply threads stay in your mailbox. Reporting here starts with your first campaign here, and Replies shows answers to the emails MyLeadTeam sent.
Can I take my data out again?
Yes. The Leads page exports leads as a CSV, the ones you select or all of them. An owner or admin can download the full account export as a JSON file, which includes your suppression list.

Next: integrations

Connect your mailbox and your files

One form per mailbox, a test, and the files that go in and out.

How connecting works

Moving one brand across first?

Start with one CSV and one mailbox. Tell us what you use today, and we reply by email with how it moves across.

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