Migrate from Apollo ERP to Mailchimp

Apollo contacts migrate as Mailchimp audience members. Email address is the primary key — FlitStack matches on email to avoid duplicate subscribers. Contacts without a valid email address are flagged for manual review before migration because Mailchimp requires an email for every subscriber.

Apollo accounts map to a Mailchimp merge field (COMPANY or BUSINESS_NAME) on each contact. Since Mailchimp has no native company object, the account name travels as a text merge field on the contact record. Account domain, industry, and employee count also become merge fields or tags depending on whether they are used for segmentation.

Apollo deal data has no native Mailchimp analogue. FlitStack surfaces deal name, stage, amount, and close date as Mailchimp tags (e.g., 'Deal: Qualified Opportunity - $50k') and optionally creates a suppressed segment for contacts associated with lost deals so marketing can exclude them from active campaigns.

Apollo custom fields with modality=contact translate to Mailchimp merge fields. Text, number, date, and boolean field types map to their Mailchimp equivalents. Pick-list fields require value-by-value mapping because Mailchimp merge field options are defined per field and must be created before data loads.

Apollo account-level custom fields such as industry classification, annual revenue, employee count, and business type migrate as contact-level merge fields on each related Mailchimp subscriber. This transformation collapses the company-level property to the individual contact record since Mailchimp's data model does not support a separate company or organization object that maintains relationships to subscriber records.

Apollo deal properties that have no Mailchimp equivalent (deal priority, probability, forecast category) are encoded as tags on the contact record and surfaced in a NOTES merge field. Marketing ops can use these tags to build segments or exclude contacts based on sales stage.

Apollo contact roles such as Decision Maker, Champion, Influencer, and Economic Buyer map to Mailchimp tags applied per contact record (e.g., 'Role: Decision Maker'). When a contact holds multiple roles within an account, each role generates a corresponding tag. Mailchimp's flexible tag model natively supports assigning N roles to a single contact without additional configuration.

Apollo sequences represent outbound engagement cadence with no Mailchimp equivalent. FlitStack tags contacts currently in active sequences as 'Apollo Sequence: [name]' for reference but does not recreate the sequence logic in Mailchimp. Marketing ops must rebuild cadence in Mailchimp Customer Journeys if needed.

Apollo owner IDs (sales reps) map to a OWNER_TAG merge field or a tag on each contact. Mailchimp has no native user assignment model, so the owner reference is preserved as metadata for ops teams to route campaigns or assign follow-up tasks outside the platform.

Apollo create and update timestamps are preserved as merge fields (ORIGINAL_CREATE_DATE, LAST_UPDATED) on each Mailchimp subscriber record. These preserve the original record history for reporting continuity after migration. Mailchimp's own engagement stats (open/click timestamps) begin tracking from the migration date forward. Historical engagement data from Apollo remains in that platform for reporting purposes.

Apollo tracks email opens and clicks for outbound sequences. Mailchimp tracks its own email engagement per campaign. FlitStack does not replay Apollo engagement history into Mailchimp because Mailchimp's stats model is per-campaign, not per-contact across all time. Engagement data is preserved in Apollo for reporting continuity.

Apollo native tags applied to contacts migrate as Mailchimp tags with identical tag names preserved exactly as they appear in Apollo. The tag data model between Apollo and Mailchimp is structurally compatible — both platforms use flat tag namespaces per contact. Migration requires only an API call to apply the tags to the corresponding Mailchimp subscriber records without any transformation logic or value mapping.