Skip to content
All posts

migration

Migrating to Xyra Chat from another tool: a 30-minute guide

Moving your inbox, automations and templates over without losing context, a practical, vendor-neutral migration guide.

Stef Junior1 min read

Switching tools is the part most teams dread, so they put it off, even when the new tool is clearly a better fit. This is a step-by-step guide for moving to Xyra Chat from any inbox or automation tool, in roughly 30 minutes.

We'll cover:

  1. What to export from your current tool (contacts, message templates, active flows, knowledge base sources).
  2. How to map your existing flows to Xyra's bots and automations.
  3. WhatsApp template re-approval (Meta requires this when you switch business solution providers, we'll show the fastest path).
  4. Cutting over without missing live conversations.

If you'd like a hand, we offer free migration support on every plan, get in touch and we'll walk through it together.

SJ

Stef Junior

Co-founder

Builds the product and obsesses over reply speed.

Connect on LinkedIn

Try Xyra Chat with your team.

One inbox for every channel. Free trial, no card required.