Ready to move from MailChimp to Mautic? This step-by-step guide shows you how to move your existing MailChimp subscriber list over into Mautic.
In the simplest terms, migrating from MailChimp to Mautic only requires three main steps:
- Prepare your custom fields, if you have any.
- Export your MailChimp subscriber list.
- Import that list into Mautic.
But for a headache-free migration, there are a few details you don’t want to miss. This guide will walk you through everything, step by step.
Please note: this guide does not go into the process moving over the cleaned portion of your list – the unsubscribes and bounces. (To view the cleaned addresses in your list, check out this MailChimp support article.)
Part 1: Preparing to move from MailChimp to Mautic
1. Check for custom fields in MailChimp
If you’ve set up any custom fields in MailChimp, you will want to add those same custom fields in Mautic. To check for custom fields, click on your list name in MailChimp. Then choose click the “Settings” menu, and choose “List fields and *|MERGE|* tags”. Basic fields such as email address, first and last name, company, are already available in Mautic, so don’t worry about those. You’re just looking for custom fields.
For example, if you have an ecommerce shop, you might have a custom field called “Customer Type” to indicate what kind of customer the subscriber is – retail, wholesale, etc.
2. Add your custom fields to Mautic
If you don’t have any custom fields in MailChimp, you can skip this step. From your Mautic dashboard, click the settings (gear) icon in the top right, and choose “Custom Fields”. Here you’ll see a list of all the fields that are already set up in your Mautic dashboard.
Click the “+ New” button in the top right to create your new custom field. In the example below, I’m creating a “Customer Type” as a “Select” field, and setting up the options to match my old custom field. Note that the
Create a new custom field in Mautic to match each corresponding custom field in MailChimp.
Part 2: Exporting subscribers from MailChimp, and importing them into Mautic
Now the real action begins.
1. Export your MailChimp subscribers
From the “Lists” page in MailChimp, click on the name of the list you want to export. To export your list, click the “Export” button. MailChimp will take you to a new page where it will load your export. Click the “Export as CSV” button to download your list! MailChimp will give you a zip file – open up the zip file to get your CSV. (If you have trouble, check out this MailChimp support article.)
2. Select your list into Mautic
Now that you have your CSV export from MailChimp, it’s time to get these folks into Mautic! Head over to your “Contacts” page in your Mautic dashboard. Click the dropdown menu near the top right corner of the page, and choose “Import”.
Select your CSV file to import. There’s no need to change any of the import options. Click “Import”.
3. Map your contact fields and (optional) assign a tag to your import
One the next page, you will see all of Mautic’s contact fields. It’s a bit intimidating at first glance, but don’t worry. You only need to map the actual fields you want to import. I recommend starting with the first section: assign a contact owner, and create a new tag to be applied to each of the imported contacts.
In the example below, I’ve mapped several fields, including email address, first name, last name, company, and – make note! – the “Customer Type” custom field that I created earlier. I’ve also assigned myself as the contact owner, and created a new tag for these contacts called “MailChimp import January 2017”.
Tip: this About Your Export File article from MailChimp explains the CSV column heading names. If you in aren’t sure how to map “CC” and “Region” when importing your contacts, take a look at that article.
4. Import your contacts!
After you’ve mapped your contact fields, go ahead and click the “Import” button in the top right. This will tell Mautic to start the import process for your list. The window will change, and you will see a status window showing you the progress of your import. Depending on the size of your list this may take anywhere from a few seconds to… many minutes.
5. Success! (or troubleshooting)
Once your import is complete, you will (hopefully!) see a message like this:
In my case, I had one contact that was ignored. Looking at my CSV file, I actually only have 413 contacts, so I’m not sure why it was trying to add #414. The MailChimp to Mautic list migration was successful!
If your import attempt results in a lots of contacts that are not imported, Mautic will try to tell you why that is. When mapping a custom field, for example, the field value must match exactly – the values are case-sensitive.
I hope you’ve found this how-to guide on moving from MailChimp to Mautic helpful. If you notice any errors or would like to share any feedback, please contact me. Check out our tutorials page for more help with Mautic!