Migrate from APSIS One to Mailchimp

APSIS One Profiles map directly to Mailchimp Contacts within an Audience. Each Profile's email address becomes the Mailchimp Contact's email address, used as the dedupe key during import. We preserve the APSIS One Profile ID in a custom Merge Field (APSIS_ID) for audit traceability. Standard APSIS One default attributes (email, first name, last name, phone, address) map to Mailchimp's typed Merge Fields. Custom Attributes map to additional Merge Fields created before import, with type inferred from APSIS One's attribute data (string to text, number to number, date to date).

APSIS One Tags export as flat string labels per Profile. We preserve the complete tag set exactly and recreate each tag association in Mailchimp using Mailchimp's Tag feature, which attaches directly to the Contact record. Tags used for segment membership in APSIS One map to Mailchimp Tags that can be used as Audience filters. Tags are imported after Contacts are established in the Audience so that tag assignment completes in a single pass.

APSIS One Segments export via the Profiles in Segment Report endpoint. Dynamic Segments with complex rule logic have no direct Mailchimp equivalent; we rebuild the logic as Mailchimp Tags applied to each matching Contact, or as a Static List of members if the customer prefers a manually maintained group. Static Segments export as a Contact list and import as a Mailchimp Static List. We document the original segment rule logic in the handoff deliverable for the customer's reference.

APSIS One Events store behavioral data (page views, purchases, abandoned cart, custom event types) with timestamp and optional payload. Mailchimp does not have a native event timeline per Contact; we map the most recent occurrence of each event type to a Merge Field (LAST_PURCHASE_DATE, LAST_EVENT_NAME) and store the full event log as a JSON-encoded Activity note in a custom Merge Field if the customer requests it. Selective event mapping is agreed upon during scoping because importing full event histories can bloat Merge Field counts beyond what lower Mailchimp tiers support.

APSIS One Consent 2.0 stores explicit opt-in flags and timestamps per channel (email, SMS) as Profile Attributes. We migrate these as Mailchimp Contact opt-in statuses. Email consent maps to Mailchimp's subscribed status; unsubscribed or never-subscribed profiles import with the appropriate status to respect the original permission state. SMS consent maps to a custom Merge Field (SMS_CONSENT) if the destination Mailchimp account has SMS capabilities enabled. This prevents the need for re-permissioning campaigns post-migration.

APSIS One Marketing Automation Flows have no public API for export. We capture flow screenshots, trigger conditions, action blocks, and branch logic during the discovery call and document them in a written rebuild guide for Mailchimp Customer Journeys. Each Flow is catalogued with its APSIS One name, trigger type, steps, delays, and conditions. The customer's Mailchimp admin or a marketing implementation partner rebuilds the Flows manually post-migration. Complex multi-branch Flows with time-based branching and A/B conditions require the longest rebuild time.

APSIS One Sections act as organizational containers holding Segments and Flows. If the APSIS One account uses multiple Sections to separate business units or brands, we map each Section to a separate Mailchimp Audience. Mailchimp's Audience-per-brand or Audience-per-list model matches the Section structure but requires the customer to configure Audience-level settings (sender info, campaign defaults) for each destination Audience before import.

APSIS One bi-directionally syncs with webCRM, Efficy Enterprise, Microsoft Dynamics 365, and Lime CRM, mapping CRM Contacts, Accounts, and Deals to APSIS One Profiles. The sync state is not accessible via the public API. We export the current Profile data and integration configuration (which CRM, which record types), then re-establish the CRM sync post-migration by installing the appropriate Mailchimp integration (Dynamics Power Automate connector, Zapier CRM connector) and triggering a full resync to repopulate the sync metadata on the Mailchimp side.