Migrate from Floww.ai to Mailchimp

Discovery and export coordination

We audit the Floww.ai account for Contacts, Leads, Companies, Tags, and Custom Contact Properties in scope. Because Floww.ai has no public API, we coordinate with the customer to trigger the required CSV exports: a full Contact export, a Lead export, a Company export, and a tag export. We validate record counts against the platform's in-product reports, identify any pagination limits on the exports, and request multiple export batches where row limits apply. We also confirm the target Mailchimp audience and plan tier, and pre-create the merge field schema in Mailchimp before any data is written.

Schema design and merge field pre-configuration

We map Floww.ai's standard Contact fields to Mailchimp's standard fields (FNAME, LNAME, EMAIL, PHONE, COMPANY) and design the merge field schema for custom properties. Each Floww.ai custom property is type-assigned to a Mailchimp merge field type (TEXT, NUMBER, DATE, ADDRESS, PHONE). We create the merge fields via the Mailchimp Merge Fields API before migration begins. If the property count exceeds the Mailchimp plan limit, we present a prioritized property list to the customer for selection and flag the need for a plan upgrade.

Export extraction, validation, and deduplication

We receive the customer-triggered CSV exports from Floww.ai, parse and validate the record structure, and reconcile against the source record counts. We generate a duplicate email report and deliver it to the customer for dedupe rule selection. We extract tags per contact and prepare a normalized tag payload. We extract the company name for each contact's COMPANY merge field. We document but do not import Deals, Pipeline Stages, Activities, and Custom Objects, preparing them as separate inventory deliverables.

Mailchimp audience migration

We write Contacts to the target Mailchimp Audience in dependency order: first, all contacts are batched and POSTed via the Mailchimp Members API with status=subscribed and the standard field values populated. Merge fields are written per contact in the same payload. After the contact batch completes, we POST the tags for each contact via the Tags API. We use exponential backoff and batch chunking (500 records per batch) to respect Mailchimp's API rate limits. Any contacts with invalid email formats or missing email addresses are excluded and listed in the reconciliation report.

Reconciliation and inventory handoff

We generate a row-count reconciliation comparing Floww.ai source records against Mailchimp imported Audience Members, tags applied, and merge fields populated. We deliver the full inventory handoff package: DealInventory.csv, PipelineInventory.csv, ActivityInventory.csv, WorkflowInventory.pdf, and OwnerAssignment.csv. We deliver a final migration summary noting any records not migrated and the reason (missing email, duplicate excluded, plan limit exceeded). The customer reviews and signs off before the migration is considered complete.

Post-migration support window

We support a three-day post-migration window where we resolve any data quality issues identified in the customer's first Mailchimp campaign send or audience segmentation exercise. We do not rebuild Floww.ai Workflows as Mailchimp Automations as part of the migration scope; that work is documented in the WorkflowInventory.pdf for the customer's marketing team to rebuild in Customer Journey Builder. We do not provide ongoing Mailchimp admin support or campaign management as part of the migration engagement.