CRM migration
Field-level mapping, validation, and rollback between Evam and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
Evam
Source
Mailchimp
Destination
Compatibility
3 of 8
objects map 1:1 between Evam and Mailchimp.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Evam to Mailchimp is a structural simplification, not a record copy. Evam orchestrates real-time event-driven journeys across SMS, push, and in-app channels; Mailchimp is an email-first audience platform with a 30-field limit on standard plans and 80 on Premium. We migrate Customers as Mailchimp Contacts with a pre-mapped field subset, preserve Segment membership criteria as a written reference for tag and group rebuild in Mailchimp, and document Channel configurations (SMS sender IDs, push credentials) that are environment-locked and cannot move. Evam's AI predictive scores have no export mechanism and cannot be transferred. Journey definitions encode nested step logic that is not accessible via a documented export endpoint; we provide manual documentation during discovery rather than automated reconstruction. We do not migrate Journeys, Campaigns, Workflows, or Automations as code.
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 Evam 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.
Evam
Customer
Mailchimp
Contact (Audience Member)
1:1Evam Customer records map to Mailchimp Contacts with a subset of fields mapped to standard Mailchimp merge fields (FNAME, LNAME, EMAIL, PHONE, ADDRESS). Custom properties on Evam Customers are flagged for field-level assessment against Mailchimp's 30-field limit on standard plans or 80-field limit on Premium. Any custom property exceeding the limit or with an unsupported data type is held in a supplemental CSV or flagged for re-creation as a note field.
Evam
Segment
Mailchimp
Tag or Group
lossyEvam Segments define customer groupings via rule sets (behavioral conditions, demographic filters, journey-stage membership). Mailchimp does not replicate segment definitions from Evam directly; instead, we document the segment membership criteria (rules, conditions, filter logic) as a written specification so the customer's admin can rebuild segments in Mailchimp using Tags, Groups, or the segment builder. The segment-to-tag migration is a configuration handoff, not an automated transfer.
Evam
Campaign
Mailchimp
Campaign
1:1Evam Campaign metadata (name, status, date range, channel assignments) migrates to Mailchimp Campaign records. Campaign performance metrics (open rates, click rates, conversion attribution) are derived post-migration from Mailchimp's native reporting. Campaign content (email templates, creative assets) does not migrate automatically; we document the template structure from Evam and provide a design reference for rebuild in Mailchimp's template editor.
Evam
Event
Mailchimp
Activity Log (Notes or Tags)
1:manyEvam Events (behavioral and transactional touchpoints) are numerous — billions per day at enterprise scale — and have no direct Mailchimp equivalent. We scope event export to a defined time window (typically the last 90-180 days) and represent significant events as Mailchimp Tags on the Contact record (e.g., tag 'purchased_item_2025Q4' for a transaction event). We do not attempt to export the full event stream; we preserve a representative sample for journey reconstruction documentation. Event payload schemas are captured in the migration artifact for the admin to use when rebuilding automations.
Evam
Channel (SMS, Push, In-App)
Mailchimp
Not Migratable
1:1SMS sender IDs, push notification credentials, and in-app notification configurations are bound to Evam's registered application environment and cannot be transferred to Mailchimp. We document the full channel configuration during discovery (provider, credentials, sender ID, template IDs) and provide a re-setup checklist so the customer's operations team can re-register credentials in Mailchimp SMS or a third-party SMS provider before cutover. Mailchimp's native SMS requires the Mailchimp SMS add-on; push notifications require a separate third-party integration.
Evam
AI Models / Predictive Scores
Mailchimp
Not Migratable
lossyEvam's AI-based propensity scores are computed in Evam's runtime environment and are not accessible via a documented export endpoint. We cannot migrate these scores. Customers relying on AI-driven routing in Evam journeys should plan to re-run scoring in the destination platform post-migration, use Mailchimp's Predictive Sending feature (Premium tier) as a partial replacement, or accept a scoring-free reset on day one.
Evam
Journey
Mailchimp
Automation (documented, not migrated)
lossyEvam Journey definitions encode step sequences, branch conditions, wait timers, and entry/exit rules. These are not exposed via a documented export endpoint. We use API snapshots and manual documentation during discovery to capture journey topology as a written specification with step-by-step logic, trigger conditions, and channel assignments. The customer's admin uses this specification to rebuild journeys as Mailchimp Automation Flows post-migration. We do not reverse-engineer journey logic from event data alone.
Evam
Custom Field (extended properties)
Mailchimp
Merge Field or Tag
lossyEvam custom fields on Customers or Events beyond the standard schema are assessed against Mailchimp's merge field limits (30 standard, 80 Premium). Standard-type fields (text, number, date, phone) map directly to Mailchimp merge fields. Complex data types or arrays are flagged and either stored as comma-separated text in a merge field or converted to Tags on the Contact record. The customer chooses the strategy during scoping.
| Evam | Mailchimp | Compatibility | |
|---|---|---|---|
| Customer | Contact (Audience Member)1:1 | Fully supported | |
| Segment | Tag or Grouplossy | Fully supported | |
| Campaign | Campaign1:1 | Fully supported | |
| Event | Activity Log (Notes or Tags)1:many | Fully supported | |
| Channel (SMS, Push, In-App) | Not Migratable1:1 | Fully supported | |
| AI Models / Predictive Scores | Not Migratablelossy | Not supported | |
| Journey | Automation (documented, not migrated)lossy | Fully supported | |
| Custom Field (extended properties) | Merge Field or Taglossy | 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.
Evam gotchas
Journey logic lacks structured export
AI predictive scores are non-exportable
Event data volume requires selective snapshot strategy
Channel credentials are environment-locked
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
Discovery and field inventory
We audit the source Evam account for customer record count, custom property schemas, active segments, campaign history, journey definitions, channel configurations, and event export scope. We pair this with a Mailchimp account audit to confirm plan tier, existing audience structure, merge field usage, and tag/group taxonomy. The discovery output is a written migration scope with a field-count strategy, segment documentation plan, and channel re-setup checklist.
Field mapping and tag strategy
We map Evam Customer fields to Mailchimp merge fields using the standard subset first (FNAME, LNAME, EMAIL, PHONE, ADDRESS, COMPANY). Custom properties are then prioritized by business value and mapped to remaining merge fields. Overflow fields and complex data types are assigned a tag strategy or stored in a supplemental CSV. This mapping is validated against Mailchimp's field type constraints (text, number, date, phone, address) before import begins.
Segment and journey documentation
We document every active Evam Segment (membership criteria, filter rules, behavioral conditions) and Journey (step sequence, branch conditions, trigger rules, channel assignments, wait timers) as a written specification. This documentation is the handoff artifact for the customer's admin to use when rebuilding Segments as Mailchimp Tags and Groups and rebuilding Journeys as Mailchimp Automation Flows. We do not attempt to reverse-engineer journey logic from event data alone.
Sandbox migration and reconciliation
We run a trial migration into a clean Mailchimp Audience using a representative sample (typically 500-1,000 records) drawn from the production Evam export. The customer's marketing lead reconciles field values, tag assignments, and segment membership against the source Evam records and signs off the mapping before full production migration begins. Any field type mismatches, tag naming conflicts, or audience configuration issues surface here.
Production migration in record order
We run the full production migration in dependency order: Contacts (with email as the primary key and FNAME, LNAME, PHONE, ADDRESS, COMPANY mapped), Tags (applied per event snapshot and segment membership criteria), and supplemental CSV (overflow custom fields). Each phase emits a row-count reconciliation report. Mailchimp's bulk import API handles chunking and duplicate detection; we use exponential backoff on rate-limit responses.
Cutover, validation, and rebuild handoff
We freeze Evam writes during cutover, run a final delta migration of any records modified during the migration window, then mark Mailchimp as the active platform. We deliver the segment documentation, journey specification, and channel re-setup checklist to the customer's admin team. We support a one-week hypercare window for reconciliation issues. We do not rebuild Evam Journeys as Mailchimp Automation Flows inside the migration scope; that work uses our documentation artifact.
Platform deep dives
Evam
Source
Strengths
Weaknesses
Mailchimp
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Evam and Mailchimp.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
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
Evam: Not publicly documented.
Data volume sensitivity
Evam 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
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