CRM migration
Field-level mapping, validation, and rollback between Alpine IQ and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
Alpine IQ
Source
Mailchimp
Destination
Compatibility
5 of 8
objects map 1:1 between Alpine IQ and Mailchimp.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Alpine IQ and Mailchimp serve different primary functions: Alpine IQ is a purpose-built loyalty and compliance CRM for regulated retail markets, while Mailchimp is an email-first marketing platform centered on audience management and campaign automation. Migrating from Alpine IQ to Mailchimp means moving from a POS-integrated, behavioral-segmentation engine to a general-purpose email marketing tool, trading cannabis-specific compliance tooling and deep loyalty program infrastructure for broader integration ecosystem and familiar campaign management. We transfer contact PII (name, email, phone, birthdate, address), loyalty point balances and tier names as custom merge fields, order history as tagged engagement records, and email and SMS opt-in status flags. We do not migrate loyalty program configuration (point expiration rules, tier progression thresholds, discount group logic) or Flow Events (automation triggers); these require manual rebuild in Mailchimp and we deliver written inventory for your admin to act on. The migration does not include Alpine IQ's blocklist contacts unless the customer requests a supplementary audit export via alternative endpoints.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Alpine IQ object lands in Mailchimp, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Alpine IQ
Persona (Contact)
Mailchimp
Audience Member
1:1Alpine IQ Personas map to Mailchimp Audience Members as the primary contact unit. We extract all standard PII fields (firstname, lastname, email, phone, birthdate, address, gender, med_id) and push them via the Mailchimp Members API. The Mailchimp audience is created in the destination account before migration begins. Email address serves as the dedupe key; duplicate Personas by email are reconciled to a single Audience Member.
Alpine IQ
Order
Mailchimp
Audience Member (tagged)
1:manyAlpine IQ Order records migrate as tags and merge field updates on the corresponding Audience Member. Each order contributes a tag (e.g., last_order_date, order_count, total_spend) and populates custom merge fields for recency, frequency, and monetary value. Order details (product name, category, brand, SKU, price) are stored as a JSON-encoded merge field or as a series of customer-specific tags for segmentation rebuild.
Alpine IQ
Audience (segment group)
Mailchimp
Group or Tag
1:1Alpine IQ Audiences (segmented contact groups) map to Mailchimp Groups (within a Groupings/Interest Category) or Tags depending on the customer's preference. We export audience membership by contact ID and recreate groups in Mailchimp under a designated Grouping (e.g., 'Purchase Category', 'Visit Frequency'). Points multipliers per audience are stored as a custom merge field (aiq_points_multiplier) rather than an active calculation.
Alpine IQ
Loyalty Program (Points and Tiers)
Mailchimp
Custom Merge Fields
lossyAlpine IQ stores point balances and tier status on the Persona record. We export these as Mailchimp custom merge fields (e.g., AIQ_POINTS, AIQ_TIER) during contact migration. Point expiration rules, tier progression thresholds, and reward eligibility are configuration-level settings in Alpine IQ and do not export; we document the loyalty program structure for the customer to manually configure equivalent automations in Mailchimp Customer Journeys.
Alpine IQ
Opt-In Records
Mailchimp
Audience Member status
1:1Email and SMS opt-in status from Alpine IQ's /api/v2/optin endpoints migrates to Mailchimp member status fields. Email opt-in true sets Mailchimp member status to subscribed; opt-in false or explicit unsubscribes set status to unsubscribed. SMS opt-in status migrates to a custom merge field (AIQ_SMS_OPTIN) since Mailchimp stores SMS consent separately from email consent in the member record.
Alpine IQ
Discount Group
Mailchimp
Tag
1:1Alpine IQ discount groups map to Mailchimp tags representing POS discount eligibility and customer pricing tier. We export discount group membership by Persona ID and apply tags (e.g., DISCOUNT_BUDDY, DISCOUNT_STAFF, DISCOUNT_MEDICAL) to the corresponding Audience Member. Note that Mailchimp tags are informational; actual discount application at POS requires a separate loyalty integration or manual staff workflow.
Alpine IQ
Attribution Parameters
Mailchimp
Tag or Merge Field
1:1The attr parameter from Alpine IQ URLs and order attribution sources migrates to Mailchimp tags (e.g., ATTR_source, ATTR_campaign) or as merge fields on the Audience Member record. Attribution values support campaign ROI reporting rebuild in Mailchimp analytics using tag-based campaign tracking or UTM parameters on outgoing links.
Alpine IQ
Custom Contact Properties
Mailchimp
Custom Merge Fields
lossyAlpine IQ custom fields on Persona records migrate to Mailchimp custom merge fields created in the destination Audience. We map the field name to a MAILCHIMP-standard format (uppercase, underscores) and match the data type (text, number, date, phone). Merge fields are created via the Mailchimp API before contact migration begins to ensure the destination schema is ready.
| Alpine IQ | Mailchimp | Compatibility | |
|---|---|---|---|
| Persona (Contact) | Audience Member1:1 | Fully supported | |
| Order | Audience Member (tagged)1:many | Fully supported | |
| Audience (segment group) | Group or Tag1:1 | Fully supported | |
| Loyalty Program (Points and Tiers) | Custom Merge Fieldslossy | Fully supported | |
| Opt-In Records | Audience Member status1:1 | Fully supported | |
| Discount Group | Tag1:1 | Fully supported | |
| Attribution Parameters | Tag or Merge Field1:1 | Fully supported | |
| Custom Contact Properties | Custom Merge Fieldslossy | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Alpine IQ gotchas
Blocklist contacts excluded from standard API GET
Store name matching required for loyalty attribution
Initial integration sync delay up to 24 hours
Points and tier expiration logic not exported
Mailchimp gotchas
Contact count includes unsubscribed and non-subscribed records
Automation workflows cannot be exported
Account suspensions trigger silently during migration
Template HTML is Mailchimp-specific and may not render in other platforms
E-commerce data requires active store connection
Pair-specific challenges
Migration approach
Discovery and export planning
We audit the Alpine IQ account scope: contact volume (Personas), order volume, active audience definitions, loyalty program settings (points, tiers, discount groups), opt-in record counts, and custom field inventory. We extract the full store mapping configuration for multi-location accounts and identify any Flow Event definitions requiring documentation. We assess blocklist volume and determine whether blocklist completeness export is required for compliance. The discovery output is a written migration scope with record counts per object, a custom field inventory for Mailchimp merge field creation, and a decision on whether Flow Event inventory is needed for rebuild documentation.
Destination schema setup in Mailchimp
We create the Mailchimp Audience with all required standard merge fields (FNAME, LNAME, EMAIL, PHONE, BIRTHDAY, ADDRESS and its subfields) and all custom merge fields identified during discovery (AIQ_POINTS, AIQ_TIER, AIQ_SMS_OPT, AIQ_CREATE, AIQ_LAST_OD, AIQ_TOTAL_$, AIQ_ORD_CNT, AIQ_SRC_ID, GENDER, MED_ID, AIQ_STORE_LOC). Groupings and interest categories are created to mirror Alpine IQ audience definitions where tags are the chosen segmentation medium. The Mailchimp API credentials are validated and rate limits confirmed before export begins.
Contact extraction with blocklist audit
We export Personas from Alpine IQ using the /api/v2/personas endpoint with pagination and chunking. We run a supplementary blocklist audit query against alternative endpoints to identify suppressed contacts not returned by the standard export. Suppressed contacts are flagged with their reason (unsubscribed, bounced, complained) and merged into the contact export with the appropriate Mailchimp status. Opt-in records are fetched from /api/v2/optin endpoints and joined to the Persona export. We validate record counts against the Alpine IQ dashboard totals before pushing data to Mailchimp.
Order history extraction and tagging
We export Order records from Alpine IQ, linking each order to the corresponding Persona by customer_id. For each contact, we compute aggregate fields (total_spend, order_count, last_order_date) and generate per-order tags (e.g., CATEGORY_FLOWER, BRAND_BRETT, ORDER_AMT_HIGH). Attribution parameters from order.attr fields generate additional tags (ATTR_source, ATTR_campaign) for campaign tracking rebuild. The tagged contact payload is prepared in Mailchimp batch-compatible format.
Batch import to Mailchimp with reconciliation
We push contact records to Mailchimp via the Members API in batches of 500, applying exponential backoff on rate limit responses (Mailchimp caps at 10 calls per second on most tiers). Each contact is assigned the appropriate status (subscribed, unsubscribed, cleaned) based on the opt-in and blocklist audit. Tags are applied in the same batch payload. After import, we reconcile record counts: contacts in Alpine IQ minus suppressed contacts should equal members in the Mailchimp audience. We spot-check 25-50 records against the Alpine IQ source data for field-level accuracy.
Cutover and rebuild handoff
We freeze Alpine IQ contact writes during the cutover window, run a final delta export for any contacts modified during migration, and apply updates to Mailchimp. The Mailchimp audience is validated as the system of record. We deliver the migration handoff document containing: loyalty program settings snapshot (points, tiers, expiration rules) extracted from Alpine IQ for manual Mailchimp rebuild, Flow Event inventory with trigger conditions and action sequences for Customer Journey rebuild, store mapping configuration for location-based segmentation, and segment rebuild recommendations based on behavioral criteria from each Alpine IQ audience definition. We provide a one-week post-cutover reconciliation window for the customer's team to report any data gaps.
Platform deep dives
Alpine IQ
Source
Strengths
Weaknesses
Mailchimp
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Alpine IQ and Mailchimp.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Alpine IQ and Mailchimp.
Object compatibility
All 8 core objects map 1:1 between Alpine IQ and Mailchimp.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Alpine IQ: 5 requests per second, 120 per minute, and 2,000 per hour per documented developer guide..
Data volume sensitivity
Alpine IQ doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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