Migration Guide

ConvertKit to Mailchimp

Step-by-step guide to migrate from ConvertKit to Mailchimp in 2026. Everything you need for a smooth switch.

Medium difficultyPT4H6 steps

Quick Answer

How to migrate from ConvertKit to Mailchimp: Medium difficulty, PT4H, 6 steps. Migrating from ConvertKit to Mailchimp is a common transition in the marketing space.

Overview

Migrating from ConvertKit to Mailchimp is a common transition in the marketing space. This guide covers every step of the process, from exporting your ConvertKit data to getting your team fully productive in Mailchimp. Whether you're switching for better features, pricing, or team fit, a well-planned migration minimizes disruption.

Before You Start

Before starting your migration, audit your ConvertKit usage thoroughly. Document active projects, key integrations, custom configurations, and team workflows. Clean up unused data to keep your Mailchimp workspace organized from day one. Notify your team at least a week in advance and designate migration leads for each department.

How to Migrate from ConvertKit to Mailchimp

1

Export data from ConvertKit

PT30M

Use ConvertKit's built-in export tools to download your data. Most platforms offer CSV, JSON, or API-based export options.

2

Set up your Mailchimp account

PT30M

Create your Mailchimp workspace, configure settings, and set up the organizational structure to mirror your current setup.

3

Map features and data fields

PT30M

Review how ConvertKit concepts translate to Mailchimp. Document the mapping for custom fields, statuses, and workflows.

4

Import data into Mailchimp

PT45M

Use Mailchimp's import tools, CSV upload, or a third-party migration service to bring your data from ConvertKit.

5

Recreate automations and integrations

PT45M

Review your ConvertKit automations, integrations, and custom workflows. Rebuild them using Mailchimp's native automation features.

6

Verify data and train your team

PT30M

Check that all critical data transferred correctly. Provide training sessions and documentation to help your team adjust to Mailchimp.

Feature Mapping: ConvertKit vs Mailchimp

FeatureConvertKitMailchimp
CampaignsConvertKit CampaignsMailchimp Campaigns
ListsConvertKit ListsMailchimp Lists
AutomationsConvertKit AutomationsMailchimp Automations
AnalyticsConvertKit AnalyticsMailchimp Analytics
TemplatesConvertKit TemplatesMailchimp Templates

Data Transfer Checklist

Transfers successfully

  • Contact lists
  • Email templates (partial)
  • Subscriber tags
  • Segmentation rules

Needs manual work

  • Campaign analytics history
  • A/B test results
  • Automation sequences
  • Landing pages

After Migration

After migrating, keep ConvertKit accessible for at least 30 days as a reference. Monitor team adoption and gather feedback on the Mailchimp experience. Set up a dedicated help channel for migration questions. Track key productivity metrics to ensure the switch is successful.

Our Verdict

The migration from ConvertKit to Mailchimp is manageable with proper planning. The biggest factor in a successful switch is thorough preparation and giving your team adequate time to adjust to the new platform.

ConvertKit to Mailchimp Migration FAQ

A typical migration takes 3-5 hours for the technical setup. Larger organizations with extensive data may need additional time. We recommend a 1-2 week transition period for full team adoption.
Most core data can be transferred using export/import tools. However, some platform-specific features like custom automations and plugin data may need to be manually recreated in Mailchimp.
Yes, we recommend running both tools in parallel for 1-2 weeks. This gives your team time to adjust and ensures nothing is missed during the transition.
Both are strong options in the marketing space. Mailchimp may offer different strengths depending on your team's needs. We recommend evaluating your specific requirements and taking advantage of any free trial before committing.

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