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How to migrate data from the Legacy version to the v2.0?

As the Inbox Insight Legacy version will be shut down starting from March 1st, 2024, we created this migration guide to help you transfer some of your data to the new Inbox Insight tool. Here you can learn:

1. How to Migrate Sending Accounts

2. How to Migrate Automatic Tests

3. How to Shift to API v2.0 (for API v1 Users)

How to Migrate Sending Accounts

We implemented a quick export-import procedure to allow you easily migrate the sending accounts to the GlockApps v2.0.

To export sending accounts from the Legacy Version:

In your account, go to Inbox Insight Legacy > Sending Accounts.

Click “Export CSV”.

Save the output file to a folder.

The output CSV file contains the following data for each sending account: Account name, From name, From email address, SMTP server name, port number, security protocol, SMTP username, SMTP password, Custom headers, and Keep headers (if they were specified in the sending account settings).

To import sending accounts in the Inbox Insight v2.0:

Go to Inbox Insight v2.0 at the top of the menu panel and click on “Sending Accounts”.

Click “Import CSV”.

Drag and drop your CSV file or click on the import area to select the file in a folder.

When the import is completed, click “Done” to close the window.

The sending accounts will appear in the new Inbox Insight tool.

The new version checks the sending account settings on auto-pilot. If it detects connectivity issues (authentication failed, host not found etc.), you will see “This sending account isn’t working” instead of a proxy email address.

Click on the sending account name and scroll down to read the connection error description.

Correct the entered data (SMTP username, password, server, or port) depending on the received error.

Click “Check & Save” to test the sending account again.

If the settings are correct, a proxy email address associated with the sending account will appear. Now a working sending account can be used for proxy tests and automatic tests.

How to Migrate Automatic Tests

After you successfully migrated your sending accounts to the v2.0, you can proceed with migrating automatic tests.

In your account, go to Inbox Insight Legacy > Automatic Tests.

Click on the arrow at the top of the automatic tests list and choose what tests you want to migrate: All, Active Tests, or Inactive Tests.

By clicking the check box next to the arrow, you’ll select all of the automatic tests for migration.

Next, click “Move tests to v2.0”.

As the v2.0 supports folders for automatic tests, now you need to select the folder where you want to store the automatic tests moved from the Legacy version.

Choose a folder from the menu.

You can use the “Add New Folder” option to create a new folder for old automatic tests.

Untick the “I don’t need automatic test migration after March 1st” option if you migrate your automatic tests manually. When the Legacy version is shut down, we will automatically migrate the automatic tests to the v2.0 for the customers who didn’t do it manually.

Next, click “Move to v2.0”.

Wait for the migration process to be completed.

When you see a message that the automatic tests were migrated to the v2.0, navigate to the Inbox Insight v2.0.

In Reports, click on the Automatic Tests tab.

Click on the folder where you moved the legacy automatic tests.

Due to the differences in the automatic test configuration in the versions 1.0 and 2.0, the migrated automatic tests may appear as inactive in the v2.0.

Click on the Settings icon at the right side of an automatic test to verify its configuration.

In the automatic test settings, you can

1. Click “Change email” and load a different message for testing.

2. Change a sending account for the automatic test.

3. Change the throttling setting to make GlockApps send the messages to the seed list with an xx interval between the messages.

4. Change the spam filters and email providers for the test. By default, all the filters and providers are selected.

5. Add a note for the automatic test.

6. Disable the link checker. By default, it’s enabled. If you disable it, no, URLs in the message content will be checked for validity.

7. Change the testing interval. During the migration process, the system sets the same interval that was used in the test settings in the v1.0.

8. Set up alerts. As GlockApps v2.0 has an enhanced alert system, you need to add alert conditions manually if you want to be notified about the results of the automatic test run.

When the automatic test settings are completed, click “Save”.

To activate the automatic tests, put the check marks next to them and click “Activate” on the menu bar.

The status of the tests will change to “Active”. The tests will be triggered in xx hours/days according to the chosen interval.

After the automatic tests are successfully migrated to the v2.0, they turn into inactive in the Legacy version.

How to Shift to API v2.0 (for API v1 Users)

Starting from February 15th, 2024, API v1.0 will work with the GET methods only. Starting from March 1st, 2024, API v1.0 will be shut down.

If you are integrating the GlockApps Inbox Insight tests in your workflow via API, it’s highly recommended that you re-do the integration using the API v2.0 methods.

Here you can access the API v2.0 documentation and make the necessary adjustments in your system.

Updated on January 25, 2024

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