Migrate from Simple Sales Tracking to Mailchimp

Simple Sales Tracking Contacts map directly to Mailchimp Members within a target Audience. Email address is the unique identifier and dedupe key. We use Mailchimp's batch upsert endpoint (PUT /lists/{list_id}/members/{subscriber_hash}) with the status_if_new parameter to handle new vs. existing Members during import. First name, last name, phone, and address fields map to Mailchimp merge fields (FNAME, LNAME, PHONE, ADDRESS). Original Contact creation date migrates as a custom merge field mc_original_created_date__c for audit.

Simple Sales Tracking Account records carry company name, industry, address, and website. We attach Account name as a merge field (COMPANY) on each Member and use Tags to carry industry classification and account-level labels. Website URL migrates as a custom merge field URL. If the customer uses multiple Mailchimp Audiences segmented by company type, we split the import into separate Audience lists and apply the corresponding tags.

Simple Sales Tracking Leads migrate as Members with a Tag of 'Lead' to distinguish them from converted Contacts. Lead source labels (referral, web form, trade show) become Tags on the Member record. We preserve the Lead status field as a custom merge field lead_status__c. If the customer plans to use Mailchimp's segmentation to re-engage cold leads, the tag-based segmentation replaces the Lead nurturing workflows that did not exist in Simple Sales Tracking.

Mailchimp has no Opportunity or pipeline object. Opportunity fields (deal amount, stage, close date, owner) that the customer wants to preserve migrate as custom merge fields: opp_amount__c, opp_stage__c, opp_close_date__c. Pipeline stage names migrate as Tags so the customer can filter Members by deal stage using Mailchimp segmentation. Commission tracking data from Simple Sales Tracking migrates as opp_commission__c. The customer should plan to manage deal pipeline data in a separate tool or a spreadsheet after migration since Mailchimp does not support pipeline views.

Simple Sales Tracking allows custom fields on Sales Records. We inspect the account's current custom field definitions during discovery (via screen capture or sample export) and create matching Mailchimp merge fields before import. Mailchimp supports text, number, date, phone, and address merge field types. Dropdown-style custom fields map to Mailchimp radio or dropdown merge field types if the customer requires controlled vocabulary. Merge field limits vary by Mailchimp plan: Essentials and Standard allow up to 80 merge fields per Audience.

Mailchimp has no calendar or appointment object. Appointments from Simple Sales Tracking are not migrated. The customer receives a written list of appointment records with contact name, date, time, and duration for manual re-entry in a calendar tool. We flag this gap in the scope document during discovery.

Mailchimp does not have a task management layer. Task records (open, completed, or historical) from Simple Sales Tracking do not migrate. Completed tasks have limited business value for a Mailchimp audience; open tasks are the responsibility of the customer's team to re-create in their chosen task tool. We do not attempt to store task data as Member notes because it would inflate the contact record without operational utility.

Simple Sales Tracking Notes attached to Contacts or Accounts migrate as Notes on the Mailchimp Member record. Free-text note content is preserved verbatim. Notes attached to Opportunities are stored as tags prefixed with 'note:' to make them searchable via Mailchimp segmentation. Formatting and embedded file links within notes are not preserved; file links migrate as text URLs for manual retrieval.

Files and documents attached to Contacts, Accounts, or Notes in Simple Sales Tracking are exported as individual downloads from the 1 GB shared storage pool. We re-upload each file to Mailchimp Content Studio and attach the Content Studio URL as a custom merge field file_attachment__c on the relevant Member record. This preserves the file linkage without duplicating the content in Mailchimp's own storage layer.

Lead Sources in Simple Sales Tracking are a configurable taxonomy of origin labels. Each label migrates as a Tag on the Member record with the tag name matching the source label exactly. Mailchimp's segmentation engine uses Tags as the primary audience-filtering dimension, so lead source tags enable the customer to build segments such as 'web_form_leads' or 'referral_leads' for targeted campaigns immediately after migration.