API Substack Client Migration Workflow (Delivery)

API Substack Client Migration Workflow (Delivery)

1. 01

   Create an API Substack account and obtain the API key

   Sign up at the API Substack dashboard, then navigate to the API keys section to generate a key. Store it securely in your automation environment (Make, Zapier, N8N) or in a local .env file for script-based access.

2. 02

   Configure API credentials in your automation platform

   In Make.com, Zapier, or N8N, add a new connection using the API key. For direct API calls, test with Python or JavaScript using the REST endpoint for creating posts. Verify authentication by making a GET request to list existing posts.

3. 03

   Identify the client's source platform and export content

   Determine if the client's existing blog is on WordPress, Medium, Webflow, HubSpot, Notion, or one of the 60+ supported platforms. Use the platform's export feature to generate a file (e.g., XML or CSV) containing posts, metadata, and tags.

4. 04

   Run the migration using API Substack's migration guides

   Access the migration guides in the API Substack documentation. Follow the steps for the specific source platform to import the exported content. Use the API to create posts, drafts, or newsletters as needed, preserving tags and categories.

5. 05

   Validate the migrated content with test posts

   Before full deployment, create a test post via the API to ensure formatting, tags, and publication status are correct. Review the post in the Substack dashboard to confirm it appears as expected. Adjust the workflow if any issues arise.

6. 06

   Set up an automated publishing workflow for future posts

   In Make.com or Zapier, create a scenario that triggers on new content from the client's source (e.g., a new WordPress post) and uses the API Substack action to create a draft or publish directly. Test the workflow with a sample post.

7. 07

   Document the workflow and hand off to the client

   Prepare a handoff document that includes the API key location, the automation workflow diagram, and instructions for manual posting via the API or CLI. Schedule a walkthrough session with the client to demonstrate how to use the system and answer questions.