CRM migration
Field-level mapping, validation, and rollback between Splio and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
Splio
Source
Mailchimp
Destination
Compatibility
3 of 9
objects map 1:1 between Splio and Mailchimp.
Complexity
BStandard
Timeline
1-2 weeks
Overview
Moving from Splio to Mailchimp is a structural simplification. Splio runs a contact-centric retail marketing platform with native loyalty, order tracking, and omnichannel campaign orchestration across email, SMS, and push. Mailchimp is primarily an email marketing platform with audience segmentation, basic automation flows, and no native loyalty engine. We export Splio Contacts and resolve the list-membership orphan gap before import, map order history and loyalty point balances to Mailchimp merge fields, and preserve product references as catalog items or tagged contact notes. Splio's campaigns, workflows, loyalty programs, and rewards do not migrate as code; we deliver a written inventory of these assets for the customer's admin to rebuild in Mailchimp. The timeline for a typical Splio to Mailchimp migration lands between two and five weeks, with data migration taking one to two weeks and campaign rebuild adding two to three additional weeks of manual work.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Splio object lands in Mailchimp, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Splio
Contact
Mailchimp
Audience Member
1:1Splio Contacts map to Mailchimp Audience Members. A critical Splio behavior: contacts without list membership are silently excluded from standard exports. We run a list-membership audit before extraction, flag orphan contacts, and assign them to a catch-all segment before export. Email address is the primary key; we validate email syntax and reject malformed addresses during the import step per Mailchimp's import validation rules. Status (subscribed, unsubscribed, bounced) maps directly from Splio contact status. We preserve original subscription timestamps as merge fields if available.
Splio
Loyalty membership
Mailchimp
Merge fields or Contact notes
lossySplio loyalty data (card_code, nq_points, q_points, tier, membership date) has no native Mailchimp equivalent. We map point balances and tier to Mailchimp merge fields (e.g., LOYALTY_TIER, POINTS_BALANCE, CARD_CODE). If Splio's program uses fractional point values, we store them as decimal-formatted strings. Mailchimp merge fields are capped at 255 characters; long-form loyalty notes exceed this and are truncated or stored as Contact notes instead. We document the customer's loyalty program structure during scoping so the admin can decide whether to rebuild loyalty logic in a third-party loyalty app post-migration.
Splio
Rewards and reward attributions
Mailchimp
Contact notes (no native equivalent)
lossySplio rewards (defined at the program level) and attributions (which contact received which reward) have no Mailchimp object equivalent. We export reward attribution history and append it to the contact record as a dated note or as structured merge fields if the volume is small. For high-volume loyalty programs, we recommend the customer rebuild the rewards logic in a dedicated loyalty platform (e.g., Smile.io, Yotpo) and integrate it with Mailchimp via Zapier or a native integration. We do not migrate rewards as functional data; we deliver a written rewards program inventory for the admin to use in rebuilding.
Splio
Order
Mailchimp
Purchase activity or e-commerce integration
1:1Splio Orders link to contacts and contain order items referencing products. Mailchimp has no native Order object; purchase history is tracked either through Mailchimp's e-commerce integration (Shopify, WooCommerce, BigCommerce, Magento) or as activity entries appended to the contact record. We export order data (order ID, order date, total, status) and map it to the customer's e-commerce platform if they have one, or store it as structured merge fields or contact notes if they do not. Splio's duplicate-order-ID replacement behavior (replacing existing orders on re-import) is noted; Mailchimp does not have this behavior and may create duplicate purchase records if order IDs collide.
Splio
Order item
Mailchimp
Purchase line items (via e-commerce integration)
1:1Splio order items are tied to a parent order via a required link. Mailchimp does not store line items natively; if the customer uses a supported e-commerce platform, order items sync through Mailchimp's native e-commerce integration and appear as purchase activity on the contact. We export order items with the parent order reference and map product references to the destination e-commerce catalog. If no e-commerce integration exists, we document the order item structure for the customer to configure post-migration.
Splio
Product
Mailchimp
Mailchimp Product (with e-commerce integration) or catalog notes
lossySplio Products are standalone items referenced by order items. With Mailchimp's e-commerce integration enabled, products appear in Mailchimp's product catalog and can be referenced in automation triggers. Without an e-commerce integration, we export product attributes and map them to structured notes on the contact or store them as reference data for the admin to build into a product lookup sheet. Mailchimp's product catalog does not support the same custom field scopes as Splio; we document the gap for the customer during scoping.
Splio
Store
Mailchimp
Tags or Groups
lossySplio Stores represent physical retail locations and e-commerce sites. Mailchimp has no native Store object. We map store data to Mailchimp Tags (e.g., TAG_STORE_PARIS, TAG_STORE_BERLIN) or Groups (Store Location) applied to contacts based on the customer's reporting needs. Store-level custom fields export as additional merge fields on the contact or as structured note content. We recommend a consistent tagging convention during scoping to preserve store-level segmentation for campaign targeting.
Splio
Interaction (custom events)
Mailchimp
Contact activity notes or Tag events
lossySplio Interactions are custom events sent via API to trigger loyalty point credits, in-store visit acknowledgments, and other real-time use cases. Mailchimp does not have a native event ingestion API for arbitrary interaction types. We export interaction event logs as dated notes on the contact record or as tagged events in Mailchimp's activity timeline if the event type fits Mailchimp's supported activity model. High-volume interaction data (e.g., daily foot traffic events) may exceed practical contact note limits and are documented as a gap for the customer to address with a separate event-tracking system.
Splio
List and blocklist
Mailchimp
Tags and Suppression list
1:manySplio Lists drive contact segmentation and export eligibility. We preserve list memberships as Mailchimp Tags applied to contacts during import. Splio blocklists map directly to Mailchimp suppression lists, which we import before the contact migration to ensure bounced, unsubscribed, and cleaned contacts are honored at import time. Mailchimp requires suppression lists to be imported per audience; multi-audience Splio accounts require separate suppression list imports per audience.
| Splio | Mailchimp | Compatibility | |
|---|---|---|---|
| Contact | Audience Member1:1 | Fully supported | |
| Loyalty membership | Merge fields or Contact noteslossy | Fully supported | |
| Rewards and reward attributions | Contact notes (no native equivalent)lossy | Fully supported | |
| Order | Purchase activity or e-commerce integration1:1 | Fully supported | |
| Order item | Purchase line items (via e-commerce integration)1:1 | Fully supported | |
| Product | Mailchimp Product (with e-commerce integration) or catalog noteslossy | Fully supported | |
| Store | Tags or Groupslossy | Fully supported | |
| Interaction (custom events) | Contact activity notes or Tag eventslossy | Fully supported | |
| List and blocklist | Tags and Suppression list1:many | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Splio gotchas
Contacts without list membership are silently excluded from exports
Filter preview counts differ from actual export counts
Campaign migration requires sequential data-then-filters ordering
API rate limits are not publicly documented
Mailchimp gotchas
Contact count includes unsubscribed and non-subscribed records
Automation workflows cannot be exported
Account suspensions trigger silently during migration
Template HTML is Mailchimp-specific and may not render in other platforms
E-commerce data requires active store connection
Pair-specific challenges
Migration approach
Discovery and list-membership audit
We audit the Splio portal across all scopes (contacts, orders, products, loyalty, stores, interactions) and run a list-membership audit to identify orphan contacts not assigned to any list. These contacts are flagged for catch-all segment assignment before export. We document the loyalty program structure (point types, tier thresholds, reward definitions), order data volume, and interaction event types. We also identify Splio blocklists for suppression list export. The discovery output is a written migration scope and a list-membership remediation plan.
Merge field pre-creation and tag taxonomy design
We create Mailchimp merge fields in the destination audience before any contact import, mapping each Splio custom field scope (contacts, stores, products, orders, rewards, loyalty) to the appropriate Mailchimp field type. We apply the 255-character limit audit here, routing long-form fields to Contact notes. We design a Mailchimp tag taxonomy that preserves Splio list membership and store-level segmentation. Tags follow a consistent naming convention (e.g., LIST_EMAIL_NEWSLETTER, STORE_PARIS, TIER_GOLD) agreed upon with the customer during scoping.
Data extraction in dependency order
We extract Splio data in dependency order: blocklists first (for suppression import), then contacts (with list-membership remediation applied), loyalty memberships (mapped to merge fields), orders and order items (with parent-order resolution), products (for catalog reference), and interactions (as dated contact notes or tagged events). Splio's standard export is used with the catch-all segment in place to capture all eligible contacts. The list-membership audit count is reconciled against the export manifest before proceeding to import.
Suppression list and contact import
We import Splio blocklists into Mailchimp as suppression lists before the contact migration begins, ensuring bounced, unsubscribed, and cleaned contacts are honored at import time. We then import contacts via Mailchimp's bulk import (CSV or API), applying tags from the tag taxonomy and populating merge fields from the Splio contact and loyalty data. Malformed email addresses are rejected per Mailchimp's import validation. We reconcile the imported contact count against the Splio export manifest to confirm no orphans were dropped.
Order, product, and interaction data load
We load order and product data through Mailchimp's e-commerce integration if the customer uses a supported platform (Shopify, WooCommerce, BigCommerce, Magento). If no e-commerce integration exists, we store order references and product metadata as structured merge fields or contact notes. Interaction events are appended to contact records as dated notes or tagged activity entries. We document any truncation or routing decisions made during merge field pre-creation for the customer's records.
Campaign rebuild inventory delivery and cutover
We deliver the written campaign rebuild inventory documenting every active Splio campaign with its filter criteria, targeting logic, channel assignment, scheduling, and recommended Mailchimp automation equivalent. The customer's admin or a Mailchimp partner rebuilds campaigns in Mailchimp's automation builder post-migration. We run a final delta migration of any records modified during the rebuild window, then declare Mailchimp the system of record. We support a one-week hypercare window for reconciliation issues. We do not rebuild Splio campaigns, workflows, or loyalty programs as Mailchimp automations within the migration scope.
Platform deep dives
Splio
Source
Strengths
Weaknesses
Mailchimp
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Splio and Mailchimp.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Splio: Not publicly documented in the developer hub — confirmed per integration during scoping.
Data volume sensitivity
Splio exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Splio to Mailchimp migration scoping. Not seeing yours? Book a call.
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