Migration Guide

Migrate from Apollo to INSAIDR

Plan your move from Apollo to INSAIDR: export your contact lists, import them as CSV files and set up your outreach in a few clear steps.

Why Switch to INSAIDR?

1

Take Stock Before You Move

Review the lists, segments and sequences you run in Apollo today, so you only bring over what you still use.

2

Move at Your Own Pace

You can keep your current setup running while you evaluate INSAIDR, and switch over once you are comfortable.

3

Start From a Clean Contact List

A migration is a good moment to tidy up duplicates and outdated records before importing your contacts.

Easy Migration

5 Steps to Switch

1

Export Your Contacts from Apollo

Check which export options your Apollo account offers and save the lists you want to keep, ideally as CSV files.

2

Request Access to INSAIDR

Request access to INSAIDR and follow the onboarding steps to set up your workspace.

3

Import Your Contacts as CSV

Upload your CSV file from the contact import screen in INSAIDR and review the result before continuing.

4

Review Your Data

Check your imported contacts for duplicates and missing fields, and organize them into the lists you need.

5

Set Up Your Campaigns

Recreate the outreach you want to run using INSAIDR's campaign tools, and launch when you are ready.

What You Can Bring Over

Any contact list you hold as a CSV file can be uploaded through INSAIDR's contact import.

  • ✓Contact lists saved as CSV files
  • ✓Segments and lists you rebuild in INSAIDR
  • ✓Messaging and sequence ideas you recreate in your campaigns

Ready to Make the Switch?

Request access and experience the difference.

Check your fit