Migrate from Jarvis CRM to Mailchimp

Jarvis Contacts map to Mailchimp Audience Members. The Contact's email address becomes the subscriber key (email_md5 hash used by Mailchimp's API). First name, last name, phone, address, and any standard fields map to Mailchimp merge fields (FNAME, LNAME, PHONE, ADDRESS). We extract Contact IDs and relationship fields from FileMaker to reconstruct any contact-to-company association during import. Subscription status (email opt-in) from Jarvis maps to Mailchimp's Marketing Permissions and Status fields. Duplicate emails detected during import are flagged for the customer's review before finalization.

Jarvis Companies do not have a direct Mailchimp equivalent because Mailchimp does not have an Account or Company object separate from the audience member. We map Company by storing the company name in a custom merge field (COMPANY) on each related Audience Member. Alternatively, for organizations that want to segment by company, we map Company records to Mailchimp Tags applied to each Audience Member (one tag per unique company name). The customer chooses the strategy during scoping based on their reporting and segmentation needs.

Jarvis Marketing Campaigns map to Mailchimp Audiences. We extract campaign metadata (campaign name, description, creation date, campaign type) and group memberships (which contacts are in which groups). Each Jarvis group becomes a Mailchimp Tag or Segment within the corresponding Audience. If the customer uses multiple Jarvis campaigns with different contact lists, we map each to a separate Mailchimp Audience. Campaign content and email templates from Jarvis require separate export and rebuild as Mailchimp templates because template code and design do not carry over in a data migration.

Jarvis custom contact fields identified during the FileMaker schema audit map to Mailchimp audience merge fields. We create each merge field in Mailchimp (type: text, number, date, or checkbox matching the source field type) before importing. Merge fields are audience-specific in Mailchimp, so each destination Audience must have its merge field definitions created independently if the customer maintains multiple Audiences. Fields with no meaningful destination mapping are flagged in the scope document for the customer's review.

Jarvis Opportunities (deal pipeline, stage, value, close date) have no Mailchimp equivalent. Mailchimp does not have an Opportunity, Deal, or Sales Pipeline object. We do not migrate Opportunities. If the customer needs to preserve Opportunity data, we export it as a CSV file for their records and recommend a separate CRM implementation. This is an explicit scope exclusion discussed during discovery.

Jarvis Projects (with Gantt data, tasks, assignees, and templates) have no Mailchimp equivalent. Mailchimp is not a project management platform. We do not migrate Projects. We export Project records as a separate CSV file if the customer wants an archival copy.

Jarvis Vendor records and Purchase Orders (part of the ERP module) have no Mailchimp equivalent. Mailchimp does not support vendor management, purchasing, or accounting data. We do not migrate these objects. If the customer maintains QuickBooks Online integration with Jarvis, vendor and PO data may be accessible directly in QuickBooks Online as the system of record for accounting.

Jarvis Time Entries (billable and non-billable hours linked to projects, contacts, or vendors) have no Mailchimp equivalent. Time tracking is outside Mailchimp's scope. We do not migrate Time Entries. If time tracking is required, we recommend a separate time-tracking tool or CRM with native time entry.

File attachments stored within the FileMaker instance (documents, images, PDFs linked to contacts or companies) cannot be imported into Mailchimp's audience data model. Mailchimp stores attachments as campaign assets (images in templates) but not as contact-level document repositories. We identify attachment storage paths during the FileMaker schema audit and export attachments as a separate file archive for the customer's records.