Switch Email Platforms Without Losing a Single Message, Contact, or Client Conversation
Email is where your contracts, client conversations, invoices, and approvals live. When it's time to change platforms, whether you're leaving an aging Exchange server, outgrowing a web host's mailboxes, or consolidating after a merger, the stakes are high. A careless move can mean missing folders, broken calendars, bounced messages, and a week of frustrated employees. Our email migration services help San Jose businesses switch systems with every message accounted for and mail flowing the whole time.
Tru Technical Partners has served Bay Area businesses since 1990, and our headquarters at 1798 Technology Drive, Suite 240, puts our team right here in San Jose. We plan each email migration around your schedule and stay close by when your employees open their new inboxes for the first time.
Google Workspace to Microsoft 365: Gmail messages, labels, contacts, and calendars converted and moved to Outlook and Exchange Online, with folder structures your team will recognize.
Exchange Server to Exchange Online: On-premise Exchange mailboxes moved to the cloud so you can retire the server, eliminate maintenance, and stop worrying about hardware failure.
Hosting Provider Email to Microsoft 365: Basic mailboxes from web hosts and domain registrars upgraded to business-grade email with larger storage, stronger filtering, and shared calendars.
Microsoft 365 Tenant-to-Tenant Moves: Mailboxes moved between two Microsoft 365 environments after an acquisition, rebrand, or company split, without losing message history.
Archive and PST Imports: Old archives, exported mailboxes, and PST files from former employees brought into the new system, so nothing important lives on a single laptop.
Shared Mailboxes, Groups, and Calendars: Shared inboxes like sales@ and info@, distribution lists, room calendars, and delegate access rebuilt and tested before the switch.
"With company after company in the Bay Area and beyond getting hacked, we just didn't think we could afford to have our client's data at risk. Tru Technical Partners makes sure we are not the next Mossack Fonseca."
"We recently had a server crash that wiped out half our data. The more recent half. Fortunately for us Tru Technical Partners had our data backed up, off-site and had us restored and back in business in just a couple of hours."
"TruTech has always been very responsive to our IT needs. We are grateful for their work ethic and professionalism over the years"
We start by listing every mailbox, shared inbox, alias, and distribution list, along with mailbox sizes and archive locations. We also review your domain's DNS records, including where mail is delivered and which services are allowed to send email on your behalf. This audit tells us exactly what needs to move and uncovers forgotten accounts that could otherwise break after the switch.
Microsoft supports several approaches, including cutover, staged, hybrid, and IMAP migrations, and the right one depends on your current system, the number of mailboxes, and how much downtime you can tolerate. We explain the options in plain terms, using Microsoft's own guidance on choosing a migration path, and recommend the approach that best protects your data and your schedule.
Before the switch, we copy existing mail, contacts, and calendars into the new system quietly in the background as your staff carries on with their day. Shortly before cutover, we run a final sync to catch recent messages. This approach keeps the actual switch short, because most of the data has already moved.
On cutover day, we update your domain's mail records so new messages arrive in the new system, then reconnect Outlook, phones, and tablets. Our San Jose technicians are available onsite and by phone the next morning to help anyone who needs it. If we can't fix it on the screen, we fix it at the scene.
Email is too important to hand to a provider that treats migration as a copy-and-paste job. San Jose businesses choose our team because we plan carefully and stay accountable from start to finish:
A Team Headquartered in San Jose
Our Technology Drive office keeps us close to your business for planning meetings and cutover-day support.
Same Team, Year After Year Since 1990
Over 36 years, founder Truman Roe's team has moved businesses through every generation of email, from early mail servers to today's cloud platforms.
Every Message Accounted For
We compare item counts before and after each mailbox move, so you have proof nothing was left behind.
Security Built Into the Move
Sign-in protection and email filtering are configured as part of every email migration. See our cybersecurity services.
Experience With Sensitive Email
We migrate mailboxes for law firms, financial firms, and healthcare practices, where confidentiality and retention matter.
The difference between a smooth email migration and a frustrating one usually comes down to small details. These are the ones we check on every San Jose project:
Email authentication records
If your SPF, DKIM, and DMARC settings aren't updated, your messages can land in clients' spam folders after the move. We configure them following Microsoft's email authentication guidance.
Devices and apps that send email
Scanners, copiers, accounting software, CRMs, and website contact forms often send mail through your old system. We find and reconnect them before they quietly stop working.
Calendar permissions and delegates
Assistants who manage executives' calendars and shared room bookings need their access rebuilt, not just their appointments copied.
Rules, signatures, and auto-replies
Inbox rules, email signatures, and out-of-office messages are documented and recreated so employees don't have to start from scratch.
Oversized mailboxes and archives
Very large mailboxes and old archives take longer to move. We plan for them separately so they don't hold up everyone else.
You should finish an email migration with confidence that everything arrived and documentation that proves it. Every San Jose email migration project ends with clear records your business keeps.
Your email migration package includes:
A Mailbox Migration Report
Item counts for each mailbox before and after the move, with any exceptions explained.
A DNS Change Record
Every mail-related DNS change we made, with the old and new values, so your records are fully documented.
Employee Cutover Instructions
A simple guide showing staff how to sign in, set up their phones, and find their archived mail.
Administrator Ownership
Admin access to your new email system documented and handed over securely to your leadership.
A Mail Delivery Check
Test messages sent to and from major email providers to confirm your mail is delivered and authenticated properly.
Your mailboxes and records belong to your business, and they stay that way.
Many San Jose businesses stay on an outdated email system simply because moving feels risky. Meanwhile, mailbox limits keep employees deleting old messages, spam keeps slipping through, and an aging server keeps everyone one hardware failure away from a crisis.
Signs it's time for an email migration in San Jose:
Employees regularly hit mailbox size limits.
Phishing and spam keep reaching inboxes.
Email lives on one platform while files and meetings live on another.
Your on-site Exchange server is aging or out of support.
You're paying for two email systems after a merger or rebrand.
Your email holds your business history, and it deserves a careful move. Tru Technical Partners brings a San Jose-based team that audits every mailbox, chooses the right migration method, pre-stages your data, and supports your employees in person on switch-over day. Whether you're leaving Google Workspace, retiring an Exchange server, or combining two companies, we'll protect every message along the way. Call (408) 547-4188 or book a planning call today, and we'll map out your email migration in San Jose step by step. Moving more than email? Our Microsoft 365 migration services cover files, Teams, and security too.
No. We copy mail in advance, run a final sync before the switch, and compare item counts for every mailbox afterward. Your old system stays in place until we confirm everything arrived.
Planning and pre-staging usually take one to three weeks depending on the number and size of mailboxes. The actual switch is short and is typically scheduled for an evening or weekend.
No. Your domain and email addresses stay the same. Clients and vendors keep emailing you exactly as they do today.
Mail delivery continues throughout. During the short cutover window, new messages may take a little longer to appear while delivery switches to the new system, but they aren't lost.
Yes. We move messages, labels, contacts, and calendars from Google Workspace to Microsoft 365 and help employees adjust to Outlook with short training and quick-start guides.