How to Transfer Email Accounts For Clients: Complete Walkthrough

Learn how to transfer email accounts for your clients: Effortless and fast email migration tutorial for web designer & web developers.

 . Email Migration for Professionals  . How to Transfer Email Accounts For Clients: Complete Walkthrough

Transferring email accounts can be a daunting task for many web designers. In this blog post, we will walk you through how to transfer email accounts for your clients in a hassle-free manner. With our tips and best practices, you’ll be able to avoid common pitfalls and ensure a smooth transition for your clients’ mailboxes.

Step 01:
Setup & Preparation

To ensure a seamless email migration for your clients, preparation is key. Here’s a checklist of what you’ll need before transferring your clients’ emails:

1. A list of all the mailboxes that require migration

2. Access credentials for the existing mailboxes (username, password, mail servers).

3. Access credentials for the new mailboxes.

The new mailboxes don’t already exist?

If the new mailboxes are not yet created, log in to the control panel of the new web space or server and created the required mailboxes. In case you don’t have access to the webspace, you can request your client or hosting provider to create the mailboxes on your behalf.

Streamline your preparation!

➡️ Download our email migration checklist and have your client complete the “Checklist: Email Migration” form (Checklist-Email-Migration.pdf), so you’ll have all the data needed at hand.

How to transfer emails accounts: Email migration checklist for clients
Download the email migration checklist to streamline your workflow!
How to transfer email accounts so your customers don’t have to worry:

Some clients tend to get a little tense when they know something is going on with their emails. So be proactive, communicate before you do something and sooth your customer’s nerves. Believe us, it’s way more unlikely that you receive frantic phone calls or emails :wink:.

➡️ Copy this email template, past it into a new email, fill out the blanks and hit send.

With these steps in place, you’re halfway there – let’s get those emails where they belong!

Step 02:
Performing the Email Migration

  1. Download & open the MailJerry app or open the Webapp at Now click on “New Migration”

  2. Select the account type and enter the credentials for the old and new accounts for the first mailbox.
IMAP to IMAP Migration: Add Credentials
Insert the credentials for the old and new mailbox.
  1. Click on “Check Settings”.
  2. Activate “Synchronize Emails for 10 days” in the summary.
  3. Click on “Start your Migration”.
IMAP to IMAP Migration: Summary & Mailbox Sync
Activate the Auto-Sync to keep the new mailbox up to date.

➡️ While your first migration is in progress, click on “NEW MIGRATION” (upper right corner) and repeat steps 2-5 for all the mailboxes that require migration.

❓ Encountering issues? Take a look at the troubleshooting section.

IMAP to IMAP Migration: In Progress
Start to migrate the next mailbox for your client.

Step 03:
After the Email Migration

Once all email migrations have been completed, they will be marked with a green icon in the overview:

IMAP to IMAP Migration:  Overview
Your clients' mailbox transfer finished successfully!

➡️ Now it’s time to share the good news with your clients. 🎉

Use our email template to send your customers the login credentials for their new mailboxes and request that they start using them within 7 days.

🤔 You might be wondering why 7 days? The auto-sync feature in the MailJerry app runs for 10 days, providing you with a little extra time in case your client forgets to switch to their new account.

That’s it! Your email migrations are complete. Pretty easy, right?

If you’d like to learn more, take a look at the following tutorials: