CRM migration
Field-level mapping, validation, and rollback between ConSol and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
ConSol
Source
Mailchimp
Destination
Compatibility
12 of 12
objects map 1:1 between ConSol and Mailchimp.
Complexity
BStandard
Timeline
24–72 hours
Overview
ConSol CM stores customer data across contacts, companies, service tickets, and custom properties with owner assignments and timestamp history. Mailchimp organizes everything as contacts within one or more audiences, with tags, merge fields, and signup sources as the primary organizing metadata. The migration extracts ConSol contacts and companies, flattens the relationship model into Mailchimp's contact-centric structure, and recreates relevant custom properties as Mailchimp merge fields or contact tags. ConSol service tickets and case records have no direct Mailchimp equivalent — we surface them as contact-level tags and custom fields so support history is accessible on each contact record. Automations, workflows, and service-level agreements from ConSol do not transfer; they must be rebuilt in Mailchimp's automation builder. We sequence the migration using ConSol's API export, transform records to Mailchimp's import format, and run a sample migration with field-level diff before committing the full audience.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a ConSol object lands in Mailchimp, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
ConSol
Contact
Mailchimp
Audience Contact
1:1ConSol contacts map directly to Mailchimp contacts within the target audience. The contact's email address becomes the Mailchimp email address — this is the unique identifier. ConSol contact IDs are preserved as a merge field for traceability and delta-run de-duplication.
ConSol
Company
Mailchimp
Merge Field + Tag
1:1ConSol company records have no direct Mailchimp equivalent. Company name, industry, and domain map to Mailchimp merge fields (COMPANY, INDUSTRY, WEBSITE). The primary company association per contact is preserved; secondary companies surface as tags in 'Company: [Name]' format.
ConSol
Service Ticket / Case
Mailchimp
Contact Tag + Merge Field
1:1ConSol service tickets have no Mailchimp equivalent — Mailchimp tracks email engagement but not case resolution. We create a 'Ticket History' merge field and tag each contact with 'Ticket: [ID] - [Status]' for quick reference. Ticket subjects become custom merge fields; ticket counts per contact are summarized as a numeric merge field.
ConSol
Contact Custom Field
Mailchimp
Merge Field
1:1ConSol custom fields on contacts (such as Contract_Type, Support_Tier, or SLA_Expiry) are recreated as Mailchimp merge fields. Field types are mapped: text to text, date to date, number to number, and pick-lists to dropdown merge fields with the original values as options.
ConSol
Company Custom Field
Mailchimp
Merge Field
1:1ConSol custom fields on companies (such as Contract_Value, Onboarding_Date, or Account_Manager) migrate as Mailchimp merge fields attached to contacts. We preserve the company-level context by prefixing the merge field name with 'Company_' to distinguish from contact-level fields.
ConSol
Contact Tag / Category
Mailchimp
Mailchimp Tag
1:1ConSol contact categories and tags map directly to Mailchimp tags. Tag names are preserved exactly as they appear in ConSol. If a contact has multiple categories, each becomes a separate Mailchimp tag — no tag hierarchy in Mailchimp means multi-level ConSol categories are flattened to hyphenated strings.
ConSol
Contact Owner / Agent
Mailchimp
Signup Source + Merge Field
1:1ConSol assigns contacts and tickets to named agents. Mailchimp has no per-contact owner concept. We capture the original ConSol owner as a 'Original_Agent' merge field and use the owner as a signup source attribution tag — so campaigns can be filtered by original ConSol agent if needed.
ConSol
Ticket Email Thread
Mailchimp
Activity Note
1:1ConSol email threads attached to service tickets record the full customer conversation. Mailchimp has no thread storage — we preserve thread metadata (message count, last update date, assigned agent) as merge fields on the contact. Full thread content is exported as a JSON attachment for audit purposes.
ConSol
Document / Attachment
Mailchimp
Not Migrated
1:1ConSol documents linked to contacts or tickets (contracts, onboarding PDFs, support attachments) have no Mailchimp equivalent. We export the file list and storage paths as a reference manifest. Files must be migrated separately to a document management system or linked from Mailchimp contact profiles via external URLs.
ConSol
Contact Email Opt-In
Mailchimp
Audience Subscription Status
1:1ConSol stores contact communication preferences and email opt-in flags. These map to Mailchimp's subscribed / unsubscribed / non-subscribed status. Contacts with an active email address in ConSol land as 'subscribed' unless explicitly unsubscribed — double opt-in status is preserved as a merge field.
ConSol
Multi-List / Multi-Company Setup
Mailchimp
Audience Split or Merge
1:1ConSol organizations with multiple business units may have separate contact lists. We map these to either a single Mailchimp audience (with business-unit tags) or multiple audiences (one per ConSol list) based on your segmentation needs. Duplicate contacts across lists are merged with all tags applied.
ConSol
Ticket Status / Resolution
Mailchimp
Tag + Merge Field
1:1ConSol ticket statuses (Open, In Progress, Pending Customer, Resolved, Closed) map to Mailchimp tags. We use a 'Ticket Status' merge field to store the current value and apply 'Ticket-[Status]' tags for segmentation. Historical status changes are preserved in the ticket metadata merge field.
| ConSol | Mailchimp | Compatibility | |
|---|---|---|---|
| Contact | Audience Contact1:1 | Fully supported | |
| Company | Merge Field + Tag1:1 | Fully supported | |
| Service Ticket / Case | Contact Tag + Merge Field1:1 | Fully supported | |
| Contact Custom Field | Merge Field1:1 | Fully supported | |
| Company Custom Field | Merge Field1:1 | Fully supported | |
| Contact Tag / Category | Mailchimp Tag1:1 | Fully supported | |
| Contact Owner / Agent | Signup Source + Merge Field1:1 | Fully supported | |
| Ticket Email Thread | Activity Note1:1 | Fully supported | |
| Document / Attachment | Not Migrated1:1 | Fully supported | |
| Contact Email Opt-In | Audience Subscription Status1:1 | Fully supported | |
| Multi-List / Multi-Company Setup | Audience Split or Merge1:1 | Fully supported | |
| Ticket Status / Resolution | Tag + Merge Field1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
ConSol gotchas
REST API documentation is fragmented across multiple moved URLs
Workflow automations and SLA rules are not API-accessible
Attachment extraction requires a secondary pipeline pass
Mailchimp gotchas
Contact count includes unsubscribed and non-subscribed records
Automation workflows cannot be exported
Account suspensions trigger silently during migration
Template HTML is Mailchimp-specific and may not render in other platforms
E-commerce data requires active store connection
Pair-specific challenges
Migration approach
Audit ConSol data model and export structure
We connect to ConSol CM via API using scoped read access and document the full contact, company, ticket, and custom field schema. We identify all active and archived ticket records, contact tags, custom field definitions, and owner assignments. This audit produces a migration plan that identifies which ConSol objects will map to Mailchimp contacts, which will become merge fields or tags, and which have no Mailchimp equivalent and will be exported as reference data.
Design Mailchimp audience schema and merge fields
Based on the ConSol audit, we pre-create the Mailchimp audience structure: the primary audience, all required merge fields (text, date, number, dropdown), and the tag taxonomy. Merge field names follow ConSol's naming convention where practical. We confirm the audience setup with you before importing any data so the Mailchimp side is ready and validated.
Resolve multi-company associations and suppress opt-outs
ConSol contacts with multiple company associations are resolved to one primary company (most recently modified by default) with secondary companies as tags. All ConSol contacts with an opt-out flag, bounced email, or spam complaint are imported as suppressed contacts in Mailchimp so they are not counted toward billing and do not receive campaigns after migration. Bounced and invalid email addresses are similarly suppressed.
Run sample migration with field-level diff
A representative slice — typically 100–500 ConSol contacts spanning different ticket statuses, company types, and custom field values — migrates first. We generate a field-level diff comparing ConSol source values against the Mailchimp imported record so you can verify tag accuracy, merge field values, ticket metadata preservation, and subscription status. You sign off on the sample before the full migration commits.
Execute full migration with delta pickup window
The full ConSol contact and company set migrates to Mailchimp using the mapping validated in the sample. A delta pickup window (typically 24–48 hours) captures any ConSol records created or modified during the cutover window. All operations are logged in an audit trail. If reconciliation identifies record mismatches, one-click rollback reverts the Mailchimp audience to its pre-migration state.
Platform deep dives
ConSol
Source
Strengths
Weaknesses
Mailchimp
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between ConSol and Mailchimp.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across ConSol and Mailchimp.
Object compatibility
All 8 core objects map 1:1 between ConSol and Mailchimp.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
ConSol: Not publicly documented.
Data volume sensitivity
ConSol doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during ConSol to Mailchimp migration scoping. Not seeing yours? Book a call.
Walk through your ConSol to Mailchimp migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave ConSol
Other ways to arrive at Mailchimp
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