Migrate from another outreach tool

Move prospect data and message copy into Doreach, rebuild campaign settings, and prevent two tools from using the same LinkedIn account at once.

Last updated View as Markdown

Move the prospect list and message copy into Doreach, then rebuild the campaign steps and schedule. Doreach does not import campaign structure or analytics history from another outreach tool.

Export what you need first

Export the data you may need before you cancel the old tool:

  • prospect lists with a LinkedIn public identifier or profile URL
  • message copy for connection requests and follow-ups
  • do-not-contact or suppression lists
  • campaign reports you need to keep

The available exports depend on your current tool. Check the downloaded files before you close that subscription.

Prepare the prospect file

Doreach’s CSV audience importer needs public_identifier or public_profile_url. It can also read name, headline, location, and network_distance.

The CSV importer does not import a suppression flag. Remove anyone on the old tool’s do-not-contact list before you upload the file. Doreach will still filter prospects already marked as suppressed in the current team.

See import prospects from a CSV for the supported columns and audience review.

Rebuild the sequence

Paste the message copy into the campaign’s Sequence tab, then recreate the steps and their waits. Replace variables from the old tool with Doreach’s supported merge tags. For example, replace {first_name} or %FIRSTNAME% with {{first_name|there}}.

Doreach does not import the old campaign’s status, reply history, or analytics. Keep an export from the old tool if you need that history.

Stop the old account activity

Do not run two outreach tools on the same LinkedIn account at the same time. Doreach applies its limits to the actions it runs. It cannot use another tool’s schedule to prevent the combined activity from exceeding the volume you intended.

Pause the old campaigns and confirm that no scheduled steps remain before you launch from Doreach.

Move one campaign in order

  1. Export the prospect list, suppression list, message copy, and reports you need.
  2. Stop scheduled work for the LinkedIn account in the old tool.
  3. Connect the LinkedIn account to Doreach.
  4. Review its weekly limits, daily connection range, and wait between actions.
  5. Create a Doreach campaign and import the cleaned CSV.
  6. Rebuild the sequence with supported merge tags and spintax.
  7. Review the audience, schedule, and launch checks before launch.

Repeat the process for the next account after you confirm the first campaign is using the limits and schedule you chose.

Common questions

Can I move my sequences from another LinkedIn tool into Doreach?
Doreach does not import a sequence file. You can paste your message copy into the sequence builder, then rebuild the steps and delays. Replace the old tool's variables with Doreach merge tags before you save the sequence.
Should I change account limits after switching LinkedIn tools?
Review the account's weekly limits, daily connection-request range, and wait between actions before you launch. Doreach tracks the work it runs, so do not let another tool send from the same LinkedIn account at the same time.