Migrate from Sharp CRM to Mailchimp

Sharp CRM Contacts map directly to Mailchimp Audience members. The primary fields (first name, last name, email address, phone number, physical address) map to Mailchimp's FNAME, LNAME, EMAIL, PHONE, and address merge fields. Subscriber status in Sharp CRM (active, unsubscribed, bounced) maps to Mailchimp's SUBSCRIPTION_STATUS field using the Mailchimp API's status parameter (subscribed, unsubscribed, cleaned, pending). We extract the status at migration time and set it correctly in Mailchimp so that suppression rules and CAN-SPAM compliance are maintained from day one.

Sharp CRM Tags applied to Contacts map directly to Mailchimp Tags on the same Audience member. Tags are flat string labels in both systems, so no transformation is required. If Sharp CRM has applied multiple tags to a single contact, we apply all of them to the corresponding Mailchimp member. Tags are migrated before any segmentation so that tag-based segments can be rebuilt in Mailchimp Customer Journeys.

Sharp CRM Companies store organization-level data. Mailchimp does not have a native Company or Account object, so company data is stored as merge field values on the Contact. We map the Sharp CRM company name to a text merge field (COMPANY or business_name) and the primary business address to the standard address merge fields. If multiple Sharp CRM Contacts share the same Company, each receives the same company-level field values in Mailchimp. We do not create a separate company record in Mailchimp because that object does not exist in standard Mailchimp.

Sharp CRM Deals carry pipeline stage, value, close date, and associate to Contacts and Companies. Mailchimp has no deal, opportunity, or pipeline tracking capability. We do not migrate Deals as live records. We export Deal data (stage, value, close date, associated contact email) to a CSV reference archive that the customer can store externally or import into a spreadsheet tool. The customer decides whether to use this archive for reporting or to keep a legacy system read-only access.

Sharp CRM Tasks include title, due date, assignee, and status. Mailchimp does not have a task management or to-do tracking system. We export Tasks to a CSV reference archive with the task title, due date, assignee email, status, and associated contact email. The customer uses this archive to recreate tasks in their preferred project management tool. Tasks are not imported into Mailchimp because they would have no home object to attach to.

Sharp CRM Activity history (calls, emails, meetings, notes) attaches to Contacts and Companies in a relational timeline. Mailchimp tracks campaign-level engagement (opens, clicks, bounces) per subscriber but has no per-contact activity timeline. We export Activity records to a CSV reference archive keyed by contact email and activity type, with the original timestamp and body content preserved as plain text. The customer can use this archive for historical reference or import it into a separate CRM if they adopt one later.

Sharp CRM custom fields are common across agency and vertical-specific accounts. We enumerate every custom field during scoping, classify each by data type (text, number, date, dropdown, checkbox, phone), and map them to Mailchimp merge fields of matching type. Text fields map to Mailchimp text merge fields, number fields to number merge fields, dates to date merge fields, and dropdowns to dropdown merge fields with the same option values. Checkbox fields that store true/false or multi-select values map to Mailchimp text fields with comma-separated values. Any custom field without a clear type match is flagged for the customer to resolve before import.

Sharp CRM User records (name, email, role) represent team members who log into the platform. Mailchimp User accounts are provisioned directly inside Mailchimp's Account Settings and are not created via contact import. We provide the customer with a list of Sharp CRM users and their email addresses so that the corresponding Mailchimp accounts can be provisioned with matching roles (Admin, Author, Manager, Viewer) before the contact migration begins. User provisioning is a manual step that the customer completes; we do not create Mailchimp user accounts as part of the data migration scope.