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Set Up and Manage Syncs
Last updated Sep 19, 2026
This guide explains how to configure a new sync, map your fields correctly, and manage existing syncs. (Want to learn about the mechanics behind the integration? Read How Syncs Work.)
Set up a sync
- Open the Mailchimp Contact Sync view on your board.
- Select your Mailchimp connection and the target audience.
- Under Data Mapping, pair each Mailchimp audience field with the corresponding board column.
- Optional: Open Advanced Settings for grouping, tags, and location data.
- Click Create sync.
New to the app? Start with our Getting started guide.
Field mapping guide
You must map the Email address and any field marked as required in your Mailchimp audience (indicated by an *). You can also map the item name. If a new contact doesn't provide a name, the board item will default to their Mailchimp ID.
To prevent errors, each field only offers compatible column types. The best matches are listed first:
| Mailchimp field | Compatible Board columns |
|---|---|
| Text | Text, Item name |
| Number | Numbers, Rating |
| Phone | Phone |
| Address | Long text |
| ZIP code | Text |
| Date | Date, Hour, Last updated |
| Birthday | Date |
| Website, Image URL | Link |
| Dropdown, Radio buttons | Dropdown, Status |
| Contact status | Status |
| VIP | Checkbox |
| Tags | Tags, Dropdown, Status |
| Location | Location |
Note: A Mailchimp Text field is highly flexible and accepts most other column types, including Email, Phone, Link, or Status.
Advanced settings
Default group for new contacts
Choose a specific board group for new incoming contacts. If left blank, they will automatically land in the board's first group.
VIP, tags, and location
These three are not standard audience fields and are disabled by default. Once toggled on, they appear in the Data Mapping section like any other field.
Important: Changes made on the board reach Mailchimp instantly. However, because Mailchimp does not trigger webhooks for these specific fields, changes made directly in Mailchimp will only reach your board the next time that contact's broader profile is updated.
Pause, restart, or delete a sync
- Stop sync: Temporarily pauses the two-way sync. To resume, click Confirm settings & activate sync. Note: Any changes made while paused will not retroactively sync. They will be picked up the next time the item or contact is modified.
- Delete sync: Permanently removes the sync and its settings. Your items and contacts will remain exactly where they are.
The sync will also stop automatically (and notify board owners) if:
- The connected Mailchimp account stops working or its access is revoked.
- A required field is unmapped (e.g., because the corresponding board column was deleted).
Note: If a non-required mapped column or audience field is deleted, the sync simply removes that specific mapping, continues running, and prompts you to review your setup.