Migrate from Boostr to Mailchimp

Discovery and export planning

We audit the Boostr portal for Advertiser count, contact-per-advertiser relationships, active Campaigns, Orders, and Proposals, and the full custom field schema across objects. We identify any data held outside Boostr (e.g., order history in spreadsheets or a separate DMS) that should be consolidated. We schedule a dedicated extraction session with the customer's Boostr admin, agree on the export format (CSV with UTF-8 encoding, field names matching Boostr's internal labels), and define the cutover date. We confirm the customer's Mailchimp plan tier and available merge field slots during this phase.

Schema mapping and merge field design

We design the Mailchimp audience schema based on the Boostr export. This includes creating the Mailchimp audience, defining custom merge fields for company_name, order_total, last_order_date, revenue_type, and other priority fields, designing the tagging taxonomy for campaigns, order statuses, and ad inventory types, and setting up segments for high-value accounts and lifecycle stages. We document the merge field priority list and share it with the customer for approval before import begins.

Data extraction and validation

The customer coordinates with Boostr support to produce the agreed CSV exports. We validate each export for completeness (record count, required field presence, no truncation of long text fields) before transformation. Common validation failures include missing contact email addresses, truncated order descriptions, and absent custom field values — all of which require a re-export from Boostr. We flag any data quality issues with a written remediation request and hold transformation until clean exports are delivered.

Contact import and tagging

We import contacts into the Mailchimp audience via the Mailchimp API or CSV import wizard, using email address as the subscriber key for deduplication. Duplicate emails are merged per Mailchimp's merge-on-email-key logic. After import, we apply tags for Campaign membership, order status, ad inventory type, and pipeline stage in batch via the Mailchimp API with tag-operation batching to stay within rate limits. Custom merge fields are populated from the Boostr export columns mapped during schema design.

Delta migration and final validation

We run a delta migration of any contacts or records added or modified in Boostr during the extraction-and-import window. We validate contact counts, spot-check 20-30 records against the Boostr source for field accuracy, and confirm that merge fields and tags are populated correctly. We deliver a migration reconciliation report showing records imported, skipped (duplicates), and held (data quality issues requiring customer resolution). The customer reviews and signs off before production cutover.

Cutover and automation handoff

We coordinate a cutover window during which no new Boostr contact records are created (or are captured in a delta export). We confirm the Mailchimp audience is the active sending audience, update DNS and authentication records (SPF, DKIM) as needed, and enable the customer's Mailchimp sending domain if not already configured. We deliver the automation inventory document and the supplemental data export to the customer's marketing team. We do not rebuild Boostr workflows as Mailchimp Customer Journeys inside the migration scope.