Migrate from Sales Infinite to Mailchimp

Sales Infinite Contacts map to Mailchimp Members within a target Audience. Email address is the primary key and dedupe field. FirstName and LastName map to the standard Mailchimp FNAME and LNAME merge fields. We set Member status to Subscribed for opted-in contacts and to Unsubscribed or Bounced for suppressed contacts identified during the pre-migration suppression list import. Owner assignment from Sales Infinite is not preserved as a Mailchimp field; if the team needs owner assignment, we tag Members by the original Owner email for segmentation purposes.

Sales Infinite phone and address fields map to Mailchimp PHONE and ADDRESS merge fields. These are standard Mailchimp merge fields with pre-defined formats. We validate and reformat phone numbers to E.164 format before import and split multi-line addresses into the structured ADDRESS merge field components (street, city, state, zip, country). If the Sales Infinite contact has no phone or address, the merge field is left blank rather than nulled, which is the correct Mailchimp behavior.

Custom contact properties from Sales Infinite migrate as Mailchimp merge fields of type Text (limited to 255 characters). We flag any property exceeding 255 characters during discovery; these require either truncation (retaining the first 255 characters with a note in the migration log) or exclusion with a written recommendation to store the full value in a linked external system. Picklist and multi-select properties map to Mailchimp Tags for segmentation; we do not create new Mailchimp merge fields for picklist values unless the customer requests it during scoping.

Sales Infinite Leads migrate as Mailchimp Members with a LEAD_STATUS tag or a custom merge field indicating the original lead status value. Mailchimp does not have a separate Lead object, so unqualified prospects merge into the same Audience as Contacts. We add a Tag or merge field entry to preserve the original Sales Infinite lead status for segmentation in Mailchimp. The customer decides during scoping whether to import all Leads or only Leads with a specific status.

Sales Infinite Account records do not map to a Mailchimp native object because Mailchimp has no Account or Company concept. We offer two strategies: (1) Tag each Member by Account Name or Account Industry for segmentation; (2) Create Mailchimp Groups under the primary Audience keyed by Account or Industry. The customer selects the strategy during discovery. We do not create separate Audiences per Account unless specifically scoped, as Mailchimp charges per contact and multi-Audience structures increase management overhead.

Sales Infinite Opportunities and Deals have no Mailchimp equivalent. Mailchimp is an email marketing platform and does not store deal amounts, pipeline stages, or close dates. We do not migrate Opportunities or Deals. We deliver a written record of every Sales Infinite Deal with its amount, stage, close date, and associated contact email address as a CSV for the customer's admin to reference in their Mailchimp segmentation or a separate spreadsheet.

Sales Infinite Activity records (calls, emails, meetings, tasks, notes) do not migrate to Mailchimp. Mailchimp stores campaign-level engagement metrics (opens, clicks, unsubscribes, bounces) but not individual activity timelines. We do not migrate Activity history. If the customer requires a record of past interactions, we recommend a separate CRM or a custom integration; Mailchimp's historical engagement data is limited to email campaign sends and cannot be seeded with external activity records.

Sales Infinite Pipeline and Stage configurations are platform-specific CRM metadata that do not exist in Mailchimp. We extract the pipeline label set and stage names as a written configuration inventory document for the customer's reference. Mailchimp's segmentation and tagging features can approximate pipeline tracking using custom tags and merge fields, but this is a manual configuration post-migration.