CRM migration
Field-level mapping, validation, and rollback between Touchdown and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.
Touchdown
Source
Mailchimp
Destination
Compatibility
3 of 8
objects map 1:1 between Touchdown and Mailchimp.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Touchdown to Mailchimp is a platform consolidation from a niche B2B marketing automation tool to a broadly adopted email marketing platform with a well-documented REST API. Touchdown does not publish a public API schema, so we begin every engagement with authenticated API exploration to discover the live data model — including Contacts, Companies, Campaigns, Segments, and any custom fields — before designing the Mailchimp mapping. We map Touchdown Contacts 1:1 to Mailchimp Members, Segments to Audience Segments built via Mailchimp filter API calls, and Email Templates to Mailchimp Templates with merge field names carried across. We do not migrate automations, workflows, or campaign send history as code; we deliver a written inventory of any active campaign sequences and Touchdown personalization tokens for your Mailchimp admin to rebuild using Mailchimp's Customer Journey builder.
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 Touchdown 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.
Touchdown
Contact
Mailchimp
Member
1:1Touchdown Contact records map directly to Mailchimp Member records within an Audience. We use the Contact email address as the Mailchimp subscriber_hash for dedupe and as the primary key for upsert. Standard fields (first name, last name, email, phone) map to Mailchimp merge fields FNAME, LNAME, EMAIL, and PHONE. Any Touchdown custom contact properties discovered during API exploration map to corresponding Mailchimp merge fields created before import. Member status (subscribed, unsubscribed, pending) preserves from Touchdown opt-in state.
Touchdown
Company/Account
Mailchimp
Company (Enterprise) or Member merge fields
1:manyTouchdown Company records present a tier-specific mapping decision. On Mailchimp Standard and Premium plans, Company records are a native Mailchimp object that Members can be associated to. On Mailchimp Essentials and Free plans, we flatten Company data into Mailchimp merge fields on each Member (COMPANY_NAME, INDUSTRY, etc.) and use Tags to group Members by company for segmentation. We confirm the customer's Mailchimp plan tier during scoping to select the appropriate strategy.
Touchdown
Campaign
Mailchimp
Campaign
lossyTouchdown Campaign metadata (name, subject line, send date, audience assignment) migrates as a Mailchimp Campaign record. However, the campaign send history (open rates, click rates, bounce records) is engagement data that Mailchimp tracks against its own Members, not data that transfers between platforms. We document the Touchdown campaign structure as a written reference for recreating equivalent Mailchimp campaigns using the same audience, subject line, and content approach.
Touchdown
Segment
Mailchimp
Audience Segment
lossyTouchdown Segment definitions are undocumented and discovered via API exploration. We extract each Touchdown segment's filter conditions and reconstruct them in Mailchimp using the Mailchimp Marketing API segment criteria endpoint, which supports field-based, tag-based, date-based, and engagement-based filters. The rebuilt Mailchimp Segment is a dynamic segment that updates as new Members enter the Audience. Static Touchdown segments with a fixed membership list are recreated as Mailchimp Tags for manual group management.
Touchdown
Email Template
Mailchimp
Template
1:1Touchdown personalized messaging templates export as HTML content with associated merge field tokens. We extract the template HTML and map merge field tokens to Mailchimp merge tag syntax (|*FIELDNAME|). The reconstructed template imports into Mailchimp Templates via the Templates API endpoint, with the customer reviewing and reformatting the layout in Mailchimp's drag-and-drop editor since HTML email rendering differs between platforms.
Touchdown
Custom Field
Mailchimp
Merge Field
1:1Touchdown custom field schemas are discovered during API exploration before migration. We map each Touchdown field type (text, number, date, checkbox, dropdown) to the corresponding Mailchimp merge field type (string, number, date, birthday, radio). Mailchimp merge fields are created via the Merge Fields API before Members are imported to prevent import failures from unknown field references. The customer reviews field-level access and opt-in status implications for any fields capturing consent data.
Touchdown
Engagement / Activity
Mailchimp
Member Activity
lossyMailchimp tracks engagement (opens, clicks, unsubscribes, bounces) against Members within its own platform and does not accept imported engagement history for display in its native reporting UI. We cannot replicate Touchdown's full engagement timeline as Mailchimp Member Activity records. As a workaround, we preserve Touchdown engagement data in a CSV companion export linked by Member email address, and we flag engagement history in the written handoff document so the customer's admin can reference it during post-migration reporting.
Touchdown
User / Owner
Mailchimp
Admin Role
lossyTouchdown Users map to Mailchimp Account Admins, Authors, or Managers depending on their Touchdown role assignment. We map by email address match. Mailchimp's permission model (Admin, Manager, Author, Viewer) is flatter than Touchdown's CRM-style ownership model; we assign the most permissive equivalent role during migration and note any Touchdown-specific record ownership that may need to be recreated as Mailchimp Tags for team-based segmentation.
| Touchdown | Mailchimp | Compatibility | |
|---|---|---|---|
| Contact | Member1:1 | Fully supported | |
| Company/Account | Company (Enterprise) or Member merge fields1:many | Fully supported | |
| Campaign | Campaignlossy | Fully supported | |
| Segment | Audience Segmentlossy | Fully supported | |
| Email Template | Template1:1 | Fully supported | |
| Custom Field | Merge Field1:1 | Fully supported | |
| Engagement / Activity | Member Activitylossy | Fully supported | |
| User / Owner | Admin Rolelossy | 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.
Touchdown gotchas
Catalog website appears mismatched
Touchdown stores its data inside the Dynamics 365 / Dataverse tenant
SMS data and consent records require careful handling
Templates and landing pages reference Microsoft-hosted assets
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
Authenticated API exploration and schema discovery
We authenticate against the customer's Touchdown instance using their API credentials and enumerate all object types, field names, field types, custom properties, segment definitions, user records, and campaign metadata. This discovery phase identifies any non-standard field types, undocumented relationship structures, and edge cases (duplicate emails, missing required fields, orphaned records) before we commit to a mapping design. The discovery output is a written schema inventory shared with the customer for confirmation.
Mailchimp audience setup and merge field creation
We create the destination Mailchimp Audience and pre-create all merge fields via the Mailchimp Merge Fields API before any Member import begins. Field types are mapped from the Touchdown schema discovery results. We configure default values for any Touchdown fields that have no direct Mailchimp equivalent. If the customer is on Mailchimp Standard or Premium, we also create the Company object structure. The customer verifies the audience settings (name, default from name, default from email) and domain authentication status before we proceed.
Suppression list export and pre-import
We export all Touchdown contacts with status of bounced, unsubscribed, or cleaned. These are imported into Mailchimp as suppression list entries via the Suppression Lists API before the active contact import. This step prevents bounced contacts from entering the new Audience and damaging sender reputation. We provide a row-count reconciliation showing how many contacts were suppressed versus active.
Contact and Company migration with field mapping
We export Touchdown Contacts and Companies, apply the field mapping design (including custom field resolution and Company flattening or native Company association based on plan tier), and import via the Mailchimp Members API with batch upsert. The email address serves as the dedupe key. Any Touchdown contacts without email are flagged in a separate reconciliation report for the customer to resolve manually. Company associations are applied via tags or the Companies API depending on plan tier.
Segment and tag reconstruction
We reverse-engineer each Touchdown segment's filter conditions from the API exploration data and construct corresponding Mailchimp Audience Segments using the Mailchimp filter API. Static segments with fixed membership are recreated as Mailchimp Tags. We verify segment membership counts in Mailchimp against the original Touchdown segment sizes and document any discrepancies. The customer reviews segment logic and can adjust filter conditions before launch.
Template export and Mailchimp import
We export Touchdown email template HTML and associated merge field tokens, remap tokens to Mailchimp merge tag syntax, and import as Mailchimp Templates via the Templates API. The customer reviews each template in Mailchimp's editor and adjusts layout for email-client compatibility. We do not migrate template performance data (open rates, click rates) because Mailchimp tracks these against its own sends.
Cutover, delta sync, and handoff
We freeze Touchdown writes during the cutover window, run a final delta migration of any contacts modified since the initial export, then enable Mailchimp as the active sending platform. We deliver the written inventory of Touchdown campaign workflows and personalization sequences for Mailchimp rebuild, the engagement history CSV companion file, and a mapping reference document. We support a three-day hypercare window for reconciliation issues. We do not rebuild Touchdown automations as Mailchimp Customer Journeys inside the migration scope.
Platform deep dives
Touchdown
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 Touchdown 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
Touchdown: Governed by Dataverse Web API service protection limits (per-user/per-app rate ceilings published by Microsoft). Touchdown does not impose additional documented limits on top..
Data volume sensitivity
Touchdown doesn't expose a bulk API — REST + parallelization used for high-volume runs.
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 Touchdown to Mailchimp migration scoping. Not seeing yours? Book a call.
Walk through your Touchdown to Mailchimp migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Touchdown
Other ways to arrive at Mailchimp
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.