switchpoint

Email marketing · Migration guide

Moving from ConvertKit to Mailchimp

Reviewed by Switchpoint Editors ·

Why teams switch

The honest reasons

What's wrong with ConvertKit

  • Templates feel dated

What Mailchimp does better

  • Familiar UI
  • Wide template library

Switching cost

What it actually takes

Subscriber export is clean. Automations and tag structure rebuild manually but the tag model ports conceptually to most competitors. Beehiiv offers white-glove migration over a certain list size.

Step by step

A safe cutover plan

  1. 1

    Audit

    Inventory every workspace, project, or asset in ConvertKit you actually use. Most teams discover 30-40% is dormant.

  2. 2

    Export

    Run ConvertKit's official export. Note exactly which fields, relations, or attachments lose fidelity — those are your manual rebuild.

  3. 3

    Rebuild structure in Mailchimp

    Set up Mailchimp skeleton (workspaces, teams, permissions) before importing. Importing into an empty workspace creates a mess.

  4. 4

    Import cleanest layer first

    Bring in the data that maps 1:1. Defer custom fields, automations, and integrations.

  5. 5

    Parallel run for 1-2 weeks

    Keep ConvertKit read-only. Anything you find missing in Mailchimp, fix during this window.

  6. 6

    Cut over integrations

    Switch every webhook, Zap, link, and bookmark. This is the longest part — budget for it.

  7. 7

    Archive, don't delete

    Keep ConvertKit archived for 90 days. You will need it.

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