Migrate from Sugester CRM to Mailchimp

Sugester Client records map to Mailchimp Audience contacts. We map Client name, email address, phone number, and company name to Mailchimp's standard merge fields (FNAME, LNAME, EMAIL, PHONE, COMPANY). Client unique ID is preserved in a custom merge field for reconciliation. Any financial history or balance fields map to a custom text merge field since Mailchimp has no native financial object. Deduplication uses email address as the primary key.

Sugester's segmentation labels (paid/unpaid, long-term/short-term, major/minor) map to Mailchimp Tags applied at the contact level. We preserve the full segment vocabulary as individual tag values. If the customer uses Sugester's group-based segmentation rather than freeform tags, we map those to Mailchimp Groups within the default Audience. The customer selects tag vs. group strategy during scoping.

Sugester tags applied to clients, projects, and tasks migrate directly as Mailchimp Tags. The full tag vocabulary transfers as-is, preserving the segmentation logic that drives Mailchimp automation triggers. Tags with special characters are normalized to Mailchimp's allowed character set during transform.

Sugester email thread content associated with client records migrates as Mailchimp Contact Notes. We extract the most recent meaningful email content and attach it as a note to the corresponding Mailchimp contact. Full email threading history does not map to a native Mailchimp object; the note preserves the summary of key communications without replicating a thread view. Attachments and inline images are not migrated due to Mailchimp's storage constraints.

Sugester live chat histories are stored as discrete conversation records tied to client profiles. Mailchimp has no conversation threading or chat object. We extract the last meaningful chat summary and attach it as a note to the corresponding Mailchimp contact. If the customer is on Sugester Start tier (500 conversation limit), older chats may have already been pruned; we confirm chat history completeness during discovery and flag any gaps.

Sugester Projects bundle tasks, live chats, and documents into a single workspace with no direct Mailchimp equivalent. We do not migrate Projects as native records. We extract the project name and client association and store them as a note on the Mailchimp contact. The customer's admin receives a project registry listing all Sugester Projects and their linked clients for manual reference or third-party project tool setup.

Sugester Task records have no Mailchimp equivalent. We exclude Tasks from the primary contact migration. If a task contains customer-relevant context (e.g., a follow-up promise or outstanding issue), we extract that note text and attach it to the corresponding Mailchimp contact. The customer's admin receives a task inventory spreadsheet for rebuilding in a separate project management tool.

Sugester response templates are platform-specific macro files with Sugester variable syntax. We export them as plain text files during the CSV extraction phase. Template variable syntax does not carry over to Mailchimp; the customer's admin rebuilds templates in Mailchimp's Template editor using Mailchimp's own merge field syntax. This is a manual rebuild step outside migration scope.