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Domain & Email Migration Guide

Est. reading time: 2 minutes

Quick Answer: 📥 Ultimate Guide: Domain & Email Migration 🧩Step 1: Assess Your Current Setup Inventory Your Assets: List all domain-related services, including email accounts, distribution lists, aliases, and any connected services like calendars or shared drives.

📥 Ultimate Guide: Domain & Email Migration

🧩Step 1: Assess Your Current Setup

  • Inventory Your Assets: List all domain-related services, including email accounts, distribution lists, aliases, and any connected services like calendars or shared drives.
  • Understand Your Hosting: Check if your email is hosted by your registrar, web host, or a third-party provider like Google Workspace or Microsoft 365.

📦Step 2: Backup Everything

  • Emails: Export all folders (Inbox, Sent, Trash, etc.) using your email client or an IMAP backup tool.
  • Contacts & Calendars: Export these to avoid data loss.
  • DNS Records: Record your current MX, SPF, DKIM, and DMARC entries.

ðŸ”Step 3: Prepare for Domain Transfer

  • Unlock Domain: Do this from your registrar’s control panel.
  • Obtain Auth-Code: Also known as EPP code — required to initiate a transfer.
  • Verify WHOIS Info: Especially the admin email address to receive transfer requests.

📨Step 4: Set Up New Email Hosting

  • Choose a Provider: Select one that meets your current and future needs.
  • Create Mailboxes: Re-create all necessary accounts and aliases.
  • Configure DNS: Update MX, SPF, DKIM, and DMARC records accordingly.

🔄Step 5: Migrate Emails

  • Use Migration Tools: Transfer existing data to the new provider smoothly.
  • Test Thoroughly: Double-check that no data is lost and folders are intact.

ðŸ”Step 6: Update DNS & Monitor

  • Lower TTL: To speed up the DNS update process.
  • Update DNS: Point everything to the new mail provider.
  • Monitor Propagation: Use tools like MXToolbox to confirm changes have taken effect.

📣Step 7: Communicate Changes

  • Notify Stakeholders: Let your team and clients know about the migration.
  • Set Up Forwarding: Catch missed emails during the transition.
  • Update Materials: Revise email signatures, business cards, and more.

✅Step 8: Final Checks & Decommission

  • Test Everything: Send/receive tests to ensure it’s all working perfectly.
  • Monitor Issues: Watch for undelivered mail or bounce-backs.
  • Decommission Old Services: Safely cancel and remove legacy providers to avoid charges.