Migrate from Exsalerate to Mailchimp

Exsalerate Contacts map directly to Mailchimp Subscribers in a target Audience. Each Contact's email address becomes the subscriber email, first name and last name map to FNAME and LNAME merge fields, and any phone number migrates to the PHONE merge field. We deduplicate by email address before import and flag duplicates for the customer to resolve. Contact status (active/inactive) maps to Mailchimp subscriber status — inactive Exsalerate contacts import as unsubscribed or archived subscribers depending on the reason for inactivity.

Exsalerate Account data does not map to a first-class Mailchimp object — Mailchimp has no Account or Company equivalent. We preserve Account context by adding the account name as a text merge field (ACCOUNT_NAME), account industry as a tag on each subscriber, and account owner as a tag derived from the Account owner field. For teams with multiple contacts per account, tags provide the grouping context without requiring Mailchimp's paid-tier company features.

Exsalerate Opportunities have no Mailchimp equivalent. Deal stage, deal value, expected close date, and pipeline assignment do not map to any Mailchimp subscriber property, merge field, or tag concept that would preserve the sales context meaningfully. We count Opportunity records during scoping, document the count and a sample of stage values, and deliver that inventory as a written reference so the customer can rebuild deal tracking in a separate CRM or spreadsheet.

Exsalerate Pipelines and their ordered Stage labels (Qualified, Proposal Sent, Negotiation, Closed Won, Closed Lost) are a CRM-specific concept. Mailchimp has no pipeline model. We document the pipeline names, stage names, stage order, and colour-coding metadata from Exsalerate as a written handoff so the customer's admin can rebuild the sales process in their chosen destination CRM or document it as a reference for sales reporting outside Mailchimp.

Exsalerate's colour-coded activity tiles represent tasks and follow-up reminders tied to Accounts, Contacts, and Opportunities. Mailchimp has no task model for sales activity — its automations are campaign-triggered, not reminder-triggered. We export to-do item counts and a sample of due dates and tile colours as a written inventory. The customer can rebuild task reminders in a project management tool or recreate them as Mailchimp automations triggered by subscriber tag changes.

Exsalerate stores email history (subject, body, sender, recipients, timestamp) associated to Accounts and Contacts. Mailchimp does not import external email history — it tracks opens and clicks on emails sent through its own platform. We export the email activity count, a sample of subjects and timestamps, and the association to Contact records as a written handoff. The customer may choose to import email subject lines as notes or tags on the corresponding Mailchimp subscribers if preserving that context is business-critical.

Exsalerate custom fields on Contacts and Accounts map to Mailchimp merge fields. We detect each custom field's data type during scoping — picklist, date, text, numeric — and create the equivalent Mailchimp merge field (TEXT, DATE, NUMBER, or ADDRESS) in the target Audience before import. Picklist values migrate as static merge field options where supported. Any custom field that cannot map to a Mailchimp merge field type is documented for the customer to handle as a tag or external reference.

Exsalerate user accounts who own records map to Mailchimp subscriber tags indicating assignment or ownership. We extract each distinct owner name from Contact and Account records, deduplicate the set, and apply an OWNER tag to each subscriber during import. Owner email addresses are stored as a custom merge field (OWNER_EMAIL) so the customer can identify the responsible rep. This provides minimal but usable assignment context in Mailchimp without requiring a full user management setup.

Exsalerate customers who imported WorkflowMax quotes as Opportunities have a cross-reference between the CRM and the project management tool. Mailchimp has no concept of project references or job records. We identify any Exsalerate Opportunity records that originated as WorkflowMax quotes, document the cross-reference values, and deliver them as a written inventory. The customer retains these references in WorkflowMax or a new project management system outside the Mailchimp migration scope.