Migrate from Real Properties to Mailchimp

Real Properties contacts migrate as Mailchimp subscribers within the target audience. Email address serves as the unique identifier across both systems — duplicate emails are flagged before migration so you can resolve conflicts or suppress records rather than create invalid duplicates in Mailchimp. During migration, we validate email format, check for previously unsubscribed addresses, and confirm that each contact's primary email is active before importing to your audience.

Real Properties company records do not map to a native Mailchimp object. Company name, industry, website, and billing address migrate as subscriber merge fields (COMPANY_NAME, COMPANY_INDUSTRY, COMPANY_WEBSITE). Each subscriber's primary company is mapped; multi-company associations are stored as additional merge field values.

Deal records collapse into two destinations: the deal name and amount populate merge fields (LAST_DEAL_NAME, LAST_DEAL_AMOUNT), while the deal stage (e.g., Prospecting, Negotiation, Closed Won) becomes a tag on the subscriber so you can segment by pipeline position in Mailchimp campaigns.

Real Properties property records (listings, units, or assets) have no direct Mailchimp equivalent. We create merge fields for property identifiers, type, address, and status. If your team uses property records to drive segmentation, we map property_type and listing_status as separate tags on each subscriber who is associated with that property.

Real Properties owner IDs (the CRM user assigned to a contact or deal) do not map to any Mailchimp concept. We preserve owner assignment as a merge field (RP_OWNER_EMAIL or RP_OWNER_NAME) so your team can reference it during sales hand-offs outside Mailchimp.

Real Properties lifecycle stages (Lead, Active, Prospect, Customer, Closed) map directly to Mailchimp tags on each subscriber record. This value-mapping approach preserves your buyer journey stage information and allows Mailchimp segmentation to replicate the lifecycle progression you use in Real Properties for targeted campaigns based on where each contact sits in your sales process.

Email opens, call logs, meeting notes, and meeting attendance from Real Properties do not migrate into Mailchimp — Mailchimp tracks its own campaign engagement metrics. We preserve activity timestamps as a custom merge field (LAST_ACTIVITY_DATE) so you have a reference point for re-engagement campaigns.

File attachments on Real Properties records such as documents, property images, lease PDFs, and supporting files do not have a Mailchimp equivalent object to store them. These assets must be migrated separately to a file storage system like Dropbox, Google Drive, or SharePoint, or re-uploaded manually to Mailchimp's Content Studio if they are needed for email content references.

If Real Properties stores tenant records as a custom object, we map tenant-specific fields (lease start, lease end, rent amount) to merge fields on the subscriber record. Tenant status (Active, Expired, Month-to-Month) becomes a tag for lease renewal campaign segmentation.

Every custom field on a Real Properties object that has no direct Mailchimp equivalent is created as a merge field in the target audience. Merge field type (Text, Number, Date) is inferred from the source data type. We flag any field with a pick-list so you can decide whether to map each value to a Mailchimp tag, a merge field option, or a custom interest group.