Migrate from Jonas Enterprise Service & Construction Software to Mailchimp

Jonas Customer records contain company name, billing address, and primary contact information including phone numbers and email addresses. The primary contact's email address becomes the Mailchimp subscriber key, which Mailchimp uses to uniquely identify each subscriber. Records without a valid email address cannot migrate to Mailchimp and are flagged for manual review by your team.

Individual contact persons attached to Jonas customers map directly to Mailchimp contacts. Jonas stores contact first name, last name, email, phone, and job title. All standard fields migrate to Mailchimp merge tags; job title maps to a custom JOBTITLE merge field in Mailchimp. Multiple phone numbers are consolidated into a single PHONE field.

Contacts associated with specific Jonas projects have a many-to-one relationship. We extract each unique contact person and associate them to the Mailchimp audience once, preserving project affiliation as a PROJECT_TAGS custom field for segmentation rather than creating a separate contact record per project. This keeps your Mailchimp audience clean and prevents duplicate subscriber entries.

Service agreement customers in Jonas have contact records with email addresses. These map directly to Mailchimp contacts. The service contract number migrates as CONTRACT_NO merge tag. We do not migrate contract terms, pricing, or renewal dates as Mailchimp has no equivalent fields. Contract holders receive marketing emails based on their subscriber status.

Field service contacts on Jonas work orders are extracted as individual contacts for Mailchimp migration. We deduplicate these against existing CRM contacts by matching email addresses. Work order history, labor hours, and parts used do not migrate to Mailchimp since these represent operational data with no marketing equivalent. Only the contact's profile fields transfer to Mailchimp.

Billing contacts in Jonas AR module are preserved as contact records but represent accounts receivable relationships rather than direct marketing relationships. We extract the email address and migrate the contact for Mailchimp outreach but flag that the contact type in Jonas was billing-oriented. These contacts may not have opted in to marketing communications.

Jonas payroll and employee records are not marketing contacts by default and do not represent external customer relationships. Internal employee email addresses are not migrated to Mailchimp unless the company explicitly designates employees as newsletter recipients or stakeholders. We require explicit written confirmation of the contact migration scope before proceeding.

Jonas job costing and project management records (project name, phase codes, cost codes, budget vs. actual, project status) have no Mailchimp equivalent and do not migrate. Only the contacts associated with projects transfer to Mailchimp, preserving project names as tags for segmentation. Project financial data remains in Jonas for operational reference.

Jonas service work orders track labor hours, parts used, service technician assignments, and work order status over time. Mailchimp has no work order concept and cannot store service history. Work order data does not migrate. Contact information on work orders, including the customer email and phone, migrates as standard contact fields for marketing purposes.

Jonas invoices, payment history, AR aging reports, and billing terms are financial records that fall outside Mailchimp's contact-centric model. Invoice data does not migrate. Bill-to contact information on invoices migrates as standard contact fields. Companies needing invoice history should maintain access to Jonas after migration.

Jonas payroll records, labor costing, union compliance data, time card entries, and benefit information are internal HR and accounting records with no marketing application. These do not migrate to Mailchimp. Any payroll-related contacts that need marketing access are treated as standard contacts and included in the audience based on explicit designation.

Jonas inventory items, equipment records, parts catalog entries, vendor information, and asset tracking data have no Mailchimp equivalent and do not migrate. Equipment-related contacts such as vendor emails or supplier contacts migrate as standard contacts only if explicitly designated as marketing recipients. Equipment service schedules remain in Jonas.