Migrate from Apptivo to Mailchimp

Apptivo Contact records map to Mailchimp Audience Members using email address as the dedupe key. Standard fields including first name, last name, phone, and address components map to the corresponding Mailchimp merge fields (FNAME, LNAME, PHONE, ADDRESS). Custom attributes from the Contacts app Master Layout map to Mailchimp merge fields, which we create during the migration if they do not already exist in the target audience.

Apptivo Lead records migrate to Mailchimp Audience Members using the same email dedupe strategy. Lead status and source tracking fields from Apptivo become custom merge fields (LEAD_STATUS, LEAD_SOURCE) in Mailchimp. Lead score values from Apptivo's scoring system map to a custom merge field LEAD_SCORE. We apply Mailchimp's appropriate status based on whether the Lead has an associated email subscription flag in Apptivo.

Apptivo Customer records (B2B account objects) typically have associated Contact records. We map the primary contact email to the Audience Member and store the parent Customer company name in a merge field COMPANY_NAME. If the Customer record has no linked contact, we create a minimal Audience Member record using the customer contact information available on the account.

Per-app custom attributes from Apptivo's Contacts Master Layout map to Mailchimp merge fields. We enumerate every custom attribute during discovery, map field types to Mailchimp merge field types (text, number, date, dropdown, checkbox), and create the merge fields in Mailchimp before contact import. Dropdown attributes with predefined options in Apptivo become radio or dropdown merge fields in Mailchimp. Multi-select attributes become Mailchimp text fields with comma-separated values or tags.

Apptivo's contact grouping and list membership within the Contacts app can be represented as Mailchimp tags. We export every static list or contact group from Apptivo and apply corresponding tags in Mailchimp during migration. Tag naming conventions from Apptivo are preserved verbatim. If the customer uses multiple Apptivo apps with overlapping contact lists, we deduplicate by email before applying tags to prevent duplicate tagging in Mailchimp.

Apptivo Opportunities track deal stage, amount, and probability through a sales pipeline. Mailchimp has no pipeline or deal management feature. We flag Opportunity records as excluded from migration and document the Opportunity fields available for any future CRM integration. If the customer has a separate CRM in their target stack, Opportunity data can be mapped to that system instead.

Apptivo Cases are helpdesk tickets with status, priority, owner, and conversation threads. Mailchimp does not support case or ticket management. Case records are excluded from the data migration. We document the Case object schema during discovery and recommend a dedicated helpdesk tool if case history retention is required post-migration.

Apptivo Projects include task hierarchies, milestones, assignees, and customer portals. Mailchimp has no project management capability. Project records and task data do not migrate. We document the Project object structure during scoping so the customer can plan alternative project tracking if needed.

Apptivo workflow rules are configuration artifacts tied to object IDs and stage transitions that have no Mailchimp equivalent. Mailchimp's automation builder uses a different trigger-and-action model. We do not migrate workflows as code. We deliver a written inventory of every active Apptivo workflow with its trigger conditions, actions, and a recommended Mailchimp automation equivalent for the customer's admin to rebuild.