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How to Switch from Mailchimp to ConvertKit (Step-by-Step 2026 Guide)

โดย ToolVS Research Team · อัพเดทล่าสุด เมษายน 2026

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Easy2-3 hoursEmail Marketing

Migration takes about 2-3 hours for most creators. Mailchimp exports your ผู้ติดตาม as CSV, and ConvertKit has a direct import tool. The biggest time sink is rebuilding automations manually since those do not transfer. Here is exactly what to do.

Migration Checklist

Step 1: Export Your Data from Mailchimp

  1. เข้าสู่ระบบto Mailchimp and go to Audience → All Contacts
  2. Click Export Audience in the top-right dropdown
  3. Select Export as CSV
  4. Wait for the email from Mailchimp with your download link (takes 1-10 minutes)
  5. Download the ZIP file and extract it

Also export: Go to Campaigns → All Campaigns and take screenshots of your ระบบอัตโนมัติ workflows. You will need to rebuild these manually in ConvertKit.

Step 2: Clean and Prepare Your Data

  1. Open the CSV in Google Sheets or Excel
  2. Delete rows where UNSUB or CLEANED status appears (these are unsubscribed รายชื่อผู้ติดต่อ)
  3. Keep only essential columns: Email Address, First Name, Last Name, TAGS
  4. Rename headers to match ConvertKit: email, first_name, last_name
  5. Remove duplicate email addresses
  6. Save as a new CSV file

Step 3: Set Up Your ConvertKit Account

  1. สมัคร at convertkit.com (free plan for up to 10,000 subscribers)
  2. Go to Settings → Email and configure your sender name and reply-to address
  3. Verify your sending domain under Settings → Email → Domains
  4. Create your first form or landing page to test

Step 4: Import Subscribers to ConvertKit

  1. Go to Subscribers → Add Subscribers
  2. Click Import a CSV
  3. Upload your cleaned CSV file
  4. Map the columns: email → Email, first_name → First Name, etc.
  5. Assign a tag like imported-from-mailchimp to track these รายชื่อผู้ติดต่อ
  6. Click Import Subscribers and wait for completion

Tip: ConvertKit will automatically skip duplicates and invalid emails during import.

Step 5: Recreate Automations and Sequences

  1. Go to Automate → Visual Automations
  2. Create a new ระบบอัตโนมัติ for each Mailchimp workflow you screenshotted
  3. For welcome sequences: Automate → Sequences → create a new sequence
  4. Copy email content from Mailchimp into ConvertKit email editor
  5. Set timing between emails (ConvertKit uses days, not dates)

Step 6: Test Everything

  1. Add yourself as a test subscriber
  2. Trigger each ระบบอัตโนมัติ and verify emails arrive
  3. Check that all forms submit correctly
  4. Verify tags are applied as expected
  5. Test on mobile devices

Step 7: Update Forms and การเชื่อมต่อ

  1. Replace all Mailchimp embed forms on your website with ConvertKit forms
  2. Update Zapier/Make.com การเชื่อมต่อ to point to ConvertKit
  3. Update any API connections (ConvertKit API v3 endpoint: api.convertkit.com/v3/)
  4. Change popup forms and landing pages

Step 8: Run Parallel for 1-2 Weeks

Keep your Mailchimp account active while you verify ConvertKit is working correctly. Monitor open rates, delivery rates, and ระบบอัตโนมัติ triggers. If anything breaks, you still have Mailchimp as a fallback.

Step 9: Deactivate Mailchimp

  1. Pause all Mailchimp automations: Campaigns → select each → Pause
  2. Download a final export as backup
  3. Go to Account → Settings → Pause or Delete Account
  4. เลือก Downgrade to ฟรี if you want to keep the data, or Delete for a clean break

What You Will Lose

What You Will Gain

Gotchas and Common Mistakes

Data Export Formats

Data TypeMailchimp ExportConvertKit Import
SubscribersCSV (ZIP archive)CSV upload
Tags/GroupsIncluded in CSV columnsMap during import
Email templatesHTML (manual copy)Paste into editor
AutomationsNo export (screenshot)Rebuild manually
Campaign historyCSV report downloadNot importable

Migration Timeline

WhenTaskTime Needed
Day 1Export Mailchimp data + set up ConvertKit1 hour
Day 1Clean data + import subscribers45 min
Day 1-2Rebuild automations and sequences1-2 hours
Day 2Update website forms + integrations30 min
Day 3-14Run parallel + monitor10 min/day
Day 14Deactivate Mailchimp10 min

คำถามที่พบบ่อย

Will I lose ผู้ติดตาม when switching from Mailchimp to ConvertKit?
No. Mailchimp exports your full subscriber list as CSV including email, name, tags, and custom fields. ConvertKit imports these directly. The only data you cannot transfer is email engagement history like open rates and click history.
How long does the Mailchimp to ConvertKit migration take?
For most creators, 2-3 hours. This รวม exporting (10 minutes), cleaning data (30 minutes), importing (20 minutes), and rebuilding automations (1-2 hours depending on complexity).
Can I migrate Mailchimp automations to ConvertKit?
Automations cannot be automatically transferred. You need to manually recreate เวิร์กโฟลว์ in ConvertKit Visual Automations editor. The good news: ConvertKit tag-based automations are simpler to set up than Mailchimp group-based workflows.

Not sure yet? Read our full Mailchimp vs ConvertKit comparison to see pricing, features, and which tool fits your needs better.

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