Enterprise Email Migration Checklist for Foreign Trade Companies: Configuration & Implementation Guide
Enterprise Email Migration Checklist for Foreign Trade Companies: Configuration & Implementation Guide
Introduction
For foreign trade companies, maintaining seamless email communication is critical. Migrating to a new enterprise email system like 138 Enterprise Email requires careful planning to avoid disruptions. This checklist outlines the essential steps for a smooth transition.

Pre-Migration Preparation
- Domain and DNS Verification
- Confirm ownership and administrative access to your domain.
- Ensure you can modify MX, TXT, and CNAME records.
- Account Inventory
- List all user accounts, aliases, and mail groups.
- Document forwarding rules and distribution lists.
- Data Assessment
- Identify historical emails, folders, contacts, and attachments to be migrated.
- Verify export permissions and data retention policies from your current provider.
- Client and System Integration
- Note all email clients (Outlook, Foxmail, mobile apps) and business systems using email.
- Plan for updates or reconfigurations post-migration.
Migration Implementation Steps
- Pre-Migration Testing
- Create a small test group to validate the migration process before full rollout.
- Verify email sending/receiving, folder structures, and attachments.
- DNS Preparation
- Lower TTL values for MX records to facilitate quicker DNS propagation.
- Prepare fallback records in case of issues.
- MX Record Switch
- Update MX records to point to 138 Enterprise Email servers.
- Implement SPF, DKIM, and DMARC records for email authentication.
- Parallel Operation
- Run old and new systems concurrently to catch any missed emails.
- Monitor for delivery failures or spam folder placements.
- Historical Data Migration
- Transfer historical emails and verify integrity through sampling.
- Address any failed migrations with your support team.
- Client Updates
- Reconfigure all email clients with new server settings.
- Test across web, mobile, and desktop platforms.
Post-Migration Verification
- Confirm all accounts are accessible and functional.
- Test email sending/receiving with key international partners.
- Verify SPF, DKIM, and DMARC authentication is working.
- Check that all historical data migrated correctly.
- Ensure third-party integrations (CRM, ERP) are operational.
Risk Management
- Maintain access to old system for emergency recovery.
- Communicate schedule to all stakeholders, including international partners.
- Prepare rollback plan in case of critical issues.
Next Steps
For foreign trade companies with specific compliance requirements or complex integrations, contact 138 Enterprise Email support to discuss your migration project in detail.


