Migrate from FilePro to Mailchimp

Each FilePro client record becomes one Mailchimp audience contact. Email address is the required matching field for Mailchimp import — clients without emails are flagged for manual review before migration. During import, we also map the original client ID to a custom field for future reference and duplicate detection.

FilePro stores first name and last name as separate fields. These map directly to Mailchimp's built-in FNAME and LNAME merge fields which are available by default on every audience. If your FilePro records include middle names or suffixes, we can store them in additional custom merge fields to preserve full naming details.

The email field maps to Mailchimp's required EMAIL field. Invalid email formats are flagged during validation — malformed addresses block import of that contact record. We also run domain verification checks to ensure emails originate from active domains, reducing future bounce risk.

Phone numbers migrate to Mailchimp's PHONE merge field. International format preservation depends on how FilePro stores the data — we validate and reformat where necessary. We also capture the phone type (mobile, work, home) as a separate custom field if your FilePro records include that distinction.

FilePro address components (street, city, state, zip, country) map to Mailchimp's compound ADDRESS merge field. The field requires specific sub-field naming — we split and reconstruct during import. If your FilePro data includes address line two or PO boxes, we map those to the appropriate ADDRESS sub-fields to preserve completeness.

FilePro UDFs require Mailchimp merge field creation before import. Each UDF type (text, number, date) maps to the corresponding Mailchimp field type. Mailchimp limits 40 merge fields per audience. If your FilePro setup exceeds this limit, we prioritize the most marketing-relevant UDFs and export the remainder as a reference CSV for future use.

Matter types linked to a client become Mailchimp tags. One client can have multiple matter types, producing multiple tags. We map each matter-type value to a corresponding tag name during migration. We also recommend consolidating similar matter types into broader practice-area tags to keep your tag list manageable as your client base grows.

FilePro active clients become Mailchimp subscribed contacts. Inactive clients can be imported as unsubscribed to suppress marketing emails — your team chooses the status mapping rule. If you prefer a pending status for all contacts, we can set them to pending and run a confirmation campaign after migration to re-engage them.

FilePro note entries migrate as Mailchimp contact notes — but Mailchimp notes are plain text with no formatting. Long notes exceeding Mailchimp's note length are truncated and flagged. We export the full note history to a separate CSV file so your team retains the complete communication log outside of Mailchimp.

Legal practice data (matters, documents, billing, trust accounts, time entries) has no Mailchimp equivalent. These records remain in FilePro or your chosen legal platform. We export them as reference CSVs for manual record-keeping. These CSV files include field headers and can be imported into any accounting or document management system for long-term retention.