Migrate from EXACT to Mailchimp

EXACT customers map directly to Mailchimp subscribers. The email address field is used as the Mailchimp subscriber key. Where EXACT stores multiple contacts per email (different roles at same company), FlitStack AI merges to a single subscriber record and retains role context in merge fields or tags.

EXACT contacts who are not linked to a customer account are migrated as standalone Mailchimp subscribers. If the contact shares an email with an existing customer record, FlitStack flags the duplicate for manual resolution before the migration commits. The merge field for contact role, such as 'Billing Contact' or 'Purchasing Manager', is populated to preserve context.

EXACT company records do not have a direct equivalent in Mailchimp's flat subscriber model. Company name, industry, website, and number of employees are extracted from the EXACT company record and written as merge fields on the subscriber record linked to that company.

Invoice lines from EXACT are aggregated per customer and used to generate Mailchimp tags such as 'purchased-product-[name]', '2019-first-buyer', or 'repeat-purchaser'. Invoice amounts and dates are also written to merge fields for RFM (recency, frequency, monetary) segmentation. These tags enable you to filter audiences by purchase history and past spend without exporting data back to EXACT.

EXACT accounts-receivable data — total outstanding balance, oldest unpaid invoice date — is written to Mailchimp merge fields and also used to generate tags like 'invoice-overdue-30', 'invoice-overdue-60', or 'good-paying-customer' for targeted re-engagement campaigns. These tags allow you to create segments for customers with overdue invoices, enabling automated payment reminder emails or special offers for reliable payers.

EXACT payment-term codes (Net 30, Net 60, Cash) have no Mailchimp native equivalent. FlitStack creates a PAY_TERM merge field in Mailchimp to store the exact payment term string. This data supports invoice-related marketing such as renewal or payment reminder automations.

EXACT customer category codes (retail, wholesale, government, etc.) are mapped to Mailchimp tags representing the same segments. Tags enable campaign targeting without requiring a separate CRM field in Mailchimp. Custom tags are applied during the migration run. If a category does not have a direct Mailchimp tag equivalent, FlitStack creates a descriptive tag preserving the original category label for reference.

EXACT salesperson codes and names are stored as custom merge fields in Mailchimp. This preserves the account-owner relationship for internal routing or for building segment-filtered campaigns per sales rep. When a salesperson manages multiple customers, each subscriber can be tagged with the rep’s ID and name, allowing reports to show performance by rep in Mailchimp analytics.

EXACT credit limit values migrate as a numeric Mailchimp merge field. Credit limit data supports segmentation for trade-credit outreach or high-value customer recognition campaigns, though it has no marketing-native behaviour in Mailchimp. You can filter contacts whose credit limit exceeds a defined threshold to create a VIP segment for exclusive offers or early access to new products.

EXACT custom fields across the CRM, sales, and service modules are enumerated during discovery. Each custom field is either created as a Mailchimp merge field (if within the 40-field limit and appropriate data type) or applied as a tag value for extended attributes.

EXACT documents and attachments linked to customer records do not migrate to Mailchimp. Mailchimp is not a document storage platform. Attachments are excluded from the migration plan and are flagged for manual handling if required post-migration. If you need these files in Mailchimp, you can host them externally (e.g., Google Drive) and include links in your campaigns.

EXACT workflows, approval chains, and document automation do not have a Mailchimp equivalent and are not migrated. Marketing automation logic must be rebuilt in Mailchimp using the exported workflow definitions as a rebuild reference for your team. FlitStack provides a workflow map that outlines each trigger, condition, and action so your Mailchimp admin can replicate the logic efficiently.