Migrate from Captorra to Mailchimp

Captorra Leads map directly to Mailchimp contacts. Every field on the Captorra Lead record (name, email, phone, source, practice area) translates to the corresponding Mailchimp contact field or merge field. Unsubscribed leads from Captorra are imported as suppressed contacts in Mailchimp to protect deliverability.

Captorra Contact records with an existing email address map 1:1 to Mailchimp contacts. Contacts without an email address cannot be added to a Mailchimp audience and are flagged in the migration report for manual review — Mailchimp requires a valid email to create a subscriber.

Mailchimp has no native case or matter object. Captorra Case records are decomposed: case status ('Open', 'Pending', 'Closed') becomes a Mailchimp Tag, and case number, case open date, and case type migrate as custom merge fields on the linked Contact record so the context is preserved at the contact level.

Captorra allows firms to add unlimited custom fields to Lead records. Each custom property is created as a Mailchimp merge field (up to 40 per audience) using the same label. Long-text custom properties map to Mailchimp TEXT merge fields; pick-list properties map to dropdown or radio merge fields depending on the number of distinct values.

Contact-level custom properties in Captorra (beyond name, email, phone) migrate as Mailchimp merge fields. If the firm exceeds Mailchimp's 40-merge-field-per-audience limit, the migration plan splits contacts into multiple audiences by practice area and re-creates the most-critical custom fields in each.

Captorra tracks referral source on Leads and Contacts. Each distinct referral source value becomes a Mailchimp Tag under a 'Referral Source' tag group so campaigns can filter or target by acquisition channel. Tags are assigned per contact — a contact with two referral sources in Captorra receives two tags in Mailchimp.

Captorra case types (e.g., 'Personal Injury', 'Workers Compensation', 'Family Law') map to Mailchimp Tags grouped under 'Practice Area'. Stage-inactive cases can be tagged as 'Closed' or archived; active cases keep their practice-area tag for segmentation. The tag group name is configurable at migration time.

Captorra owner IDs represent the staff member who owns the lead or case. Mailchimp has no owner concept — the responsible staff member's name or email migrates as a custom merge field ('AttorneyOwner') and optionally as a tag so follow-up assignments can be managed outside Mailchimp.

Captorra stores document attachments (intake forms, signed agreements, case files) that have no structural equivalent in Mailchimp. Documents are not imported. Clients are notified to export and archive these files separately from Captorra before or after migration. The migration workflow logs all attachments in a manifest that can be saved in the firm's document management system, preserving a reference link between the contact and original file.

Captorra lead status values ('New', 'Contacted', 'Qualified', 'Converted to Case', 'Lost') map to Mailchimp Tags under an 'Intake Stage' tag group. Status transitions tracked in Captorra (date stamps) are not carried over — Mailchimp tracks engagement dates (last open, last click) instead, which begin fresh after migration.

Captorra ROI data fields (case value, settlement amount) migrate as optional custom merge fields in Mailchimp ('CaseValue', 'SettlementAmount'). These are informational only — Mailchimp has no reporting on monetary fields. Firms can use these fields for merge-tag personalization in emails but not for campaign analytics.