Skip to content

SendMailOS resources

Move from Brevo. Keep the important details.

Prepare the subscribed audience, preserve the exclusions and rebuild the setup you need. Use this guide alongside your original export records.

1. Export from Brevo

  1. In Brevo, open CRM → Contacts. Select the required list or segment, or remove list and segment filters to work from the complete audience.
  2. Export the intended subscribed email contacts with the fields you need. Save separate exports for blocklisted contacts and other excluded states; check marketing and transactional settings separately where used.
  3. Include the email identifier, names and the attributes needed for your archive. A phone, SMS or WhatsApp permission is not automatically permission to send email.

Brevo contact preferences can differ between marketing, transactional and other channels. Resolve the email purpose and its exclusions before preparing the import.

2. Map the supported fields

Source dataPreparation for SendMailOS
EMAILemail
FIRSTNAME + LASTNAME or your equivalent attributesname
Selected list/segment labelstags; assign labels deliberately
Blocklisted or unsubscribed email addressesExclude from active CSV; retain original records
Other attributes, source and channel preferencesPreserve separately; not mapped by this three-column import

The standard dashboard import expects email, name and tags. It does not translate provider status fields or rebuild old automations. Keep the original export before editing.

3. Check the file, then run a controlled pilot

Use a subscribed-only file with all exclusions removed. Test with a small batch you can inspect: verify names, tags, duplicate handling and counts. Confirm previously excluded addresses remain excluded from the intended audience. Review enrollment behavior before enabling any workflow.

4. Move the sending setup

Add your sending domain and publish the exact records shown by SendMailOS. Recreate templates and workflows, configure the new application credentials, then test against mailboxes you control. Check the accepted, delivered, bounced and unsubscribed outcomes before increasing traffic.

Keep the old platform and its records until the cutover is reconciled. Disable duplicate scheduled sends, old form connections and old application credentials at the appropriate point in your own cutover checklist.

What this guide does not transfer

This is a manual export, preparation and rebuild guide. It does not connect to your Brevo account, move reports, preserve provider message IDs, import consent history into custom fields, or translate workflow logic automatically. Complete the pilot before moving your full audience.

Export references checked 24 October 2026: Brevo export guide · Brevo contact preferences. Provider screens and export fields can change; follow the linked current instructions.

Questions and answers

Frequently asked questions

Will my old automations and reports move automatically?

No. This is a manual migration. Rebuild and test workflows, templates, forms and integration settings in SendMailOS. Keep your original reports and export history separately.

Should I import unsubscribed or bounced people as active subscribers?

No. Keep unsubscribed, complained, invalid and other excluded addresses out of the active import. Preserve the original exclusions and consent records. The standard dashboard CSV import uses email, name and tags; a provider status column does not transfer those statuses.

Can I use my own server after switching?

Yes. Unlimited emails with your own server are available from €12/month. This means no monthly platform email quota for messages actually sent through your connected server. VPS costs, warm-up, fair use, server capacity, subscriber limits and other plan limits still apply.

Choose your next step

Prepare your audience, connect your application, or create an editable email design.