Migrate from Salescamp CRM to Mailchimp

Salescamp Leads migrate as Mailchimp Audience members. We map standard fields (first name, last name, email, phone, source, status) to the corresponding Mailchimp merge fields (FNAME, LNAME, EMAIL, PHONE, SOURCE). Each Lead is inserted by email address as the dedupe key. Any Lead without a valid email address is held in a reconciliation queue because Mailchimp requires a valid email for every subscriber record.

Salescamp Company records attach to Leads as a lookup relationship. During migration we either create a COMPANY_NAME merge field on the Mailchimp audience and populate it from the related Company name, or we create a company-named Tag on the contact record if the Company name is not critical for segmentation. The customer selects the strategy during scoping.

Salescamp Collections are organizational groupings that segment Leads by source, campaign, or business unit. We export Collection membership per Collection CSV and create either Tags (applied directly to members) or Segments (dynamic filtered groups using merge field conditions) in Mailchimp. The customer chooses Tag-based or Segment-based strategy; Tags are simpler but Segments update dynamically. If a Lead appears in multiple Collections, the Tag stack accumulates rather than overwriting.

Salescamp deal stages and pipeline data have no structural equivalent in Mailchimp. Mailchimp does not support deal records, opportunity values, or sales stage tracking. During scoping we ask whether the customer wants to preserve pipeline stage as a contact Tag (e.g., tag all contacts linked to a Closed-Won deal with 'Customer'). If so, we map the latest deal stage per contact as a Tag. If not, we document pipeline data as a separate CSV for the customer's records.

Salescamp Lead custom fields migrate to Mailchimp merge fields on the audience. Mailchimp limits audiences to 30 merge fields with a 255-character cap on text fields. During scoping we audit the custom field count and data types. Multi-select picklist fields in Salescamp map to Mailchimp text merge fields (not multi-select, as Mailchimp merge fields do not support multi-select). We flag any field exceeding the character limit for truncation strategy.

Salescamp Users and Owners map record assignment but Mailchimp does not have a User or Owner object for contact records. Owner assignment is not migratable. If the customer needs to track which Salescamp user owned a contact, we add an OWNER_EMAIL merge field to the Mailchimp audience to preserve that attribution for internal reference.

Salescamp call logs, SMS records, and email sync history are CRM-specific engagement records with no Mailchimp equivalent. Mailchimp tracks campaign-level email opens and clicks, not individual sales email threads or call logs. We do not migrate activity history. We document the activity types present in the source data so the customer can establish whether any need to be preserved in a separate system.

Salescamp Goals represent sales targets per user or team. Mailchimp does not support sales target tracking or goal management. Goal definitions are not migratable. We note them in the migration inventory as a manual record the customer should maintain if goal tracking is required post-migration.