CRM migration

Migrate from Touchdown to Mailchimp

Field-level mapping, validation, and rollback between Touchdown and Mailchimp. We move data and schema; workflows are rebuilt natively in Mailchimp.

Touchdown logo

Touchdown

Source

Mailchimp

Destination

Mailchimp logo

Compatibility

38%

3 of 8

objects map 1:1 between Touchdown and Mailchimp.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Touchdown logo

Touchdown

What's pushing teams away

  • No publicly documented public API — integrations live inside the Microsoft ecosystem only, so customers needing external system connections (e-commerce, webinar tools, attribution) hit a ceiling.
  • Feature depth is modest compared with enterprise marketing platforms — multi-touch attribution, advanced scoring, and account-based marketing are limited relative to HubSpot, Marketo, or Salesforce Marketing Cloud.
  • Reliance on Microsoft Dynamics / Power Platform means customers leaving that stack effectively must leave Touchdown too; the product has no standalone CRM mode.
  • Limited public review footprint (small Gartner / G2 sample) makes vendor due diligence harder for buyers who rely on third-party validation.
  • Pricing details beyond the entry tier are not transparently published; buyers must contact sales for larger seat counts and SMS volumes.

Choosing

Mailchimp logo

Mailchimp

What's pulling them in

  • Generous free tier with up to 500 contacts allows small teams to validate email marketing before committing to a paid plan.
  • Intuitive drag-and-drop email builder and 130+ templates let non-technical users produce professional campaigns without HTML or CSS knowledge.
  • 300+ native integrations, especially Canva and Shopify, make it easy to connect existing tools without custom development work.
  • Detailed open-rate, click-through, and campaign analytics give small businesses actionable insights without a dedicated marketing team.
  • One-platform consolidation of email campaigns, automations, landing pages, and ads reduces tool sprawl for lean marketing teams.

Object mapping

How Touchdown objects map to Mailchimp

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

maps to

Mailchimp

Member

1:1
Fully supported

Touchdown 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

maps to

Mailchimp

Company (Enterprise) or Member merge fields

1:many
Fully supported

Touchdown 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

maps to

Mailchimp

Campaign

lossy
Fully supported

Touchdown 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

maps to

Mailchimp

Audience Segment

lossy
Fully supported

Touchdown 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

maps to

Mailchimp

Template

1:1
Fully supported

Touchdown 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

maps to

Mailchimp

Merge Field

1:1
Fully supported

Touchdown 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

maps to

Mailchimp

Member Activity

lossy
Fully supported

Mailchimp 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

maps to

Mailchimp

Admin Role

lossy
Fully supported

Touchdown 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.

Gotchas + challenges

What specifically takes care here

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 logo

Touchdown gotchas

Low

Catalog website appears mismatched

Medium

Touchdown stores its data inside the Dynamics 365 / Dataverse tenant

Medium

SMS data and consent records require careful handling

Low

Templates and landing pages reference Microsoft-hosted assets

Mailchimp logo

Mailchimp gotchas

High

Contact count includes unsubscribed and non-subscribed records

High

Automation workflows cannot be exported

Medium

Account suspensions trigger silently during migration

Medium

Template HTML is Mailchimp-specific and may not render in other platforms

Medium

E-commerce data requires active store connection

Pair-specific challenges

  • Touchdown API schema requires discovery before any mapping

    Touchdown does not publish a public API schema. We begin every engagement with authenticated API exploration against the customer's live Touchdown instance to enumerate all object types, field names, field types, and relationship structures. The schema can vary per customer instance. Any mapping decisions (including whether to use Mailchimp Companies, which fields to create as merge fields, and how to handle segment logic) are made after schema discovery is complete. Skipping this phase results in incorrect field types, dropped custom properties, and failed imports.

  • Mailchimp does not accept imported engagement history

    Mailchimp's native reporting shows opens, clicks, and sends tracked within Mailchimp. It does not display imported engagement records in its activity timeline. We cannot migrate Touchdown email engagement history (opens, clicks, unsubscribes, bounces) into Mailchimp Member Activity because Mailchimp does not provide an API endpoint for bulk activity backfill. We handle this by exporting Touchdown engagement history as a companion CSV, mapping it by email address, and documenting it in the handoff for manual reference or warehouse import.

  • Touchdown workflows and automations do not migrate to Mailchimp Customer Journeys

    Touchdown campaign workflows and personalized messaging sequences are not data records and have no Mailchimp equivalent as importable objects. Mailchimp Customer Journeys use a different trigger and action model. We do not migrate automations as code. We deliver a written inventory of every active Touchdown campaign workflow and personalization sequence with its trigger conditions, audience, and message flow, so the customer's Mailchimp admin can rebuild them in the Customer Journey builder post-migration.

  • Domain authentication must precede first Mailchimp send

    Mailchimp requires SPF, DKIM, and custom domain authentication before sending from a new domain. Failing to authenticate before importing contacts and sending campaigns damages inbox placement and can result in temporary sending blocks. We coordinate domain authentication as part of the pre-migration setup and verify DNS records are propagated before the first send. Mailchimp's own migration checklist identifies domain authentication as the most commonly skipped step that causes deliverability problems post-migration.

  • List cleaning and suppression import prevents bounced contacts from being reimported

    Mailchimp treats bounced and unsubscribed contacts as permanently suppressed. If Touchdown's bounced and unsubscribed contacts are not exported and pre-imported as suppression records in Mailchimp, they will enter the Audience on migration and immediately bounce, damaging sender reputation. We export all Touchdown suppression statuses (hard bounce, soft bounce, unsubscribed, cleaned) separately from active contacts and import them as suppression records via Mailchimp's Suppression Lists API before the active contact import begins.

Migration approach

Six steps for a successful Touchdown to Mailchimp data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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

Context on both ends of the pair

Touchdown logo

Touchdown

Source

Strengths

  • Lives natively inside Dynamics 365, Power Apps, and Business Central — no third-party sync layer to break.
  • Multi-channel marketing in one suite: email, SMS, landing pages, forms, events, sales automation.
  • European hosting and GDPR-by-design positioning eases EU procurement.
  • Drag-and-drop template builder lowers the cost of running a small marketing team.
  • Entry-level pricing accessible to SMBs migrating off Mailchimp or basic email tools.

Weaknesses

  • No documented public REST API limits non-Microsoft integrations and migration tooling.
  • Feature depth lags enterprise platforms like Marketo, HubSpot Marketing Hub, and Salesforce Marketing Cloud.
  • Tightly coupled to the Microsoft Dynamics ecosystem; standalone use is not a supported deployment.
  • Small public review footprint makes buyer due diligence harder.
  • Pricing beyond the entry tier is not transparently published.
Mailchimp logo

Mailchimp

Destination

Strengths

  • Free plan up to 500 contacts makes it the lowest-friction entry point for new email marketers.
  • Drag-and-drop builder and template library produce polished emails without design or coding skills.
  • Strong deliverability reputation backed by years of email infrastructure expertise.
  • 300+ native integrations cover the most common marketing stack combinations out of the box.
  • Consolidated platform for email, automation, landing pages, and ads reduces the number of tools small teams must manage.

Weaknesses

  • Contact-based pricing model charges for unsubscribed and non-subscribed records, inflating costs relative to competitors.
  • Five-step automation limit on Standard tier forces upgrades for basic customer journeys, a frequently cited frustration.
  • Template HTML is Mailchimp-specific and does not export cleanly for use in other email platforms.
  • Post-Intuit roadmap uncertainty means customers cannot confidently plan long-term platform investments.
  • Account suspension risk without clear pre-warning disrupts campaign scheduling for affected businesses.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Touchdown and Mailchimp.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    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

    B

    Touchdown doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Touchdown to Mailchimp migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Touchdown to Mailchimp data migrations

Answers to the questions buyers ask most during Touchdown to Mailchimp migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Most migrations land between two and four weeks for accounts under 10,000 Contacts with fewer than 20 custom fields and straightforward segment logic. Migrations with high-volume contacts (over 50,000), numerous custom fields requiring type discovery, complex segment definitions to reverse-engineer, or multiple Touchdown audiences to consolidate into one Mailchimp Audience move to four to eight weeks because of schema discovery time and Mailchimp API batch handling. The Mailchimp free plan supports up to 250 contacts, so if the migrated audience exceeds that, the customer must upgrade before or during migration.

Adjacent paths

Related migrations to explore

Ready when you are

Move from Touchdown.
Land in Mailchimp, intact.

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