Migrate from Pepper Cloud to Mailchimp

Pepper Cloud Contact records map directly to Mailchimp Audience Members. Standard fields (email address, first name, last name, phone number, lifecycle stage) migrate as Mailchimp merge fields (EMAIL, FNAME, LNAME, PHONE, LIFECYCLE). We deduplicate by email address at import time and flag any records with malformed email formats for manual correction before the next batch runs. Lifecycle stage from Pepper Cloud migrates as a Mailchimp tag for segmentation purposes.

Pepper Cloud Leads map to Mailchimp Audience Members using the same email-based dedupe key as Contacts. Lead source attribution (web form, WhatsApp, Facebook, Instagram, Telegram, Shopify) migrates as a Mailchimp tag so that segmentation by acquisition channel is preserved. Lead status and any scoring values from Pepper Cloud become merge fields or tags depending on data type and length. Note that Leads and Contacts both land in the same Mailchimp Audience; the distinction is preserved through tagging rather than separate record types.

Pepper Cloud Accounts represent business organizations and may have associated Contacts. We do not create a separate Account object in Mailchimp (Mailchimp has no company-level object separate from the contact record). Instead, we apply an Account-name tag to every Audience Member linked to that Account in Pepper Cloud, enabling segmentation by company or client organization. If the customer needs deeper company-level data in Mailchimp, we recommend configuring Account Name as a custom merge field (ACCOUNTNAME) rather than relying on tagging alone.

Pepper Cloud Opportunities represent deals in a sales pipeline with stage, amount, close date, and owner. Mailchimp has no deal or pipeline object. Opportunities cannot be migrated to Mailchimp and are flagged as non-migratable in the scope document. We recommend that customers export Opportunities as a CSV from Pepper Cloud and maintain them in a separate spreadsheet or a dedicated deal-tracking tool post-migration. The Opportunity export is included in the data handoff package.

Pepper Cloud custom fields on Contacts and Leads (text, dropdown, date, number, checkbox) map to Mailchimp merge fields. Mailchimp merge fields are capped at 255 characters. Text fields exceeding 255 characters require truncation to the 255-character limit or migration as Mailchimp Notes (free-text per member). We audit the source custom field inventory during scoping, flag fields that exceed the character limit, and apply the truncation or Notes substitution strategy per field before migration begins. Dropdown fields map to Mailchimp merge fields with the dropdown options preserved as valid values.

Tags applied to Contacts and Leads in Pepper Cloud migrate as Mailchimp Tags on the corresponding Audience Member. Tags are flat string labels in both systems, so the mapping is direct. If Pepper Cloud tags are hierarchical (parent-child), we flatten them into a single tag string (e.g., Region::North::City::Boston) rather than migrating hierarchy, since Mailchimp Tags are flat. Duplicate tags across records are normalized to a single tag per member during import.

Pepper Cloud Users (sales reps, admins) who are referenced as record owners map to Mailchimp account Admin Users if they will manage the Mailchimp Audience post-migration. We extract the user list from Pepper Cloud, match by email to existing Mailchimp admin accounts, and flag any Pepper Cloud users who do not have a corresponding Mailchimp account for the customer's admin to provision. This mapping is informational; Mailchimp does not link Admin Users to Audience Members as owners.

Pepper Cloud Tasks linked to Contacts or Leads (with due dates, assignees, and status) have no Mailchimp equivalent. Mailchimp is an email marketing platform, not a task management or sales activity tracker. Tasks are documented in the scope as non-migratable and excluded from the contact export. We recommend the customer export Tasks as a CSV for import into a project management or task management tool separate from Mailchimp.

Document attachments associated with Pepper Cloud Contact or Lead records (e.g., PDFs, images) do not migrate to Mailchimp. Mailchimp supports file attachments in campaigns but does not maintain a document library attached to contact records. We export attachments to a file share or cloud storage location for the customer to re-attach manually in Mailchimp or link in campaign content if needed.