{
  "schemaVersion": "1.0",
  "item": {
    "slug": "mailchimp",
    "name": "Mailchimp",
    "category": "sales-and-marketing",
    "description": "Mailchimp creates a receipt for each purchase, stores downloadable copies in Billing history, and emails the billing contact when a charge occurs.",
    "status": "researched",
    "website": "https://mailchimp.com/",
    "invoiceHelpUrl": "https://mailchimp.com/help/understanding-your-mailchimp-receipt/",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account Owner or user with billing access"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing history stores purchases and downloadable receipts."
      },
      "invoiceMetadata": {
        "supported": true,
        "notes": "Receipts include order, buyer, seller, purchase, discount, and payment detail."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Individual or selected receipts can be downloaded or printed."
      },
      "creditNotes": {
        "supported": "unknown"
      },
      "lineItems": {
        "supported": true,
        "notes": "The billing statement describes the purchased plan, credits, add-ons, or ads."
      },
      "usage": {
        "supported": "partial",
        "notes": "Monthly plan charges can vary with contact count."
      },
      "subscriptions": {
        "supported": true
      },
      "paymentMethod": {
        "supported": true
      }
    },
    "billing": {
      "cadence": [
        "monthly",
        "pay as you go",
        "one-time add-on"
      ],
      "invoiceLocation": "Profile > Account > Billing > Billing history.",
      "emailedAutomatically": true,
      "currencies": [],
      "documentTypes": [
        "receipt",
        "invoice copy"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Mailchimp billing connection is available in Billproof.",
        "Mailchimp calls the primary purchase document a receipt even though the menu can email an invoice copy.",
        "Monthly charges can change with plan size and contact count."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "order_number",
      "transaction_date",
      "billing_period",
      "plan_name",
      "contact_tier",
      "line_items",
      "discounts",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "Go to Profile > Account > Billing > Billing history, open the purchase by order number, and use its menu to Download, Print, or Email Invoice.",
      "requiredRole": "Account Owner or user with billing access",
      "steps": [
        "Sign in to the Mailchimp account that made the purchase.",
        "Open the profile menu and choose Account.",
        "Open the Billing menu and select Billing history.",
        "Filter by date or locate the relevant order number.",
        "Open the receipt to review its purchase and payment sections.",
        "Use the receipt menu to Download, Print, or Email Invoice; select multiple records for a bulk download if needed."
      ],
      "historyLocation": "Profile > Account > Billing > Billing history.",
      "missingInvoice": "Confirm the correct Mailchimp account and billing contact, search for the automatically emailed receipt, widen the Billing history date filter, and contact Mailchimp support from a paid account if the purchase is still absent.",
      "formats": [
        "downloadable receipt",
        "printable receipt",
        "emailed invoice copy"
      ],
      "commonProblems": [
        "The user expects a document labelled invoice rather than Mailchimp's receipt.",
        "The Billing history date filter excludes the purchase.",
        "The purchase belongs to another Mailchimp account.",
        "A contact-tier change causes a monthly amount to differ from the prior month."
      ],
      "matchingTips": [
        "Match the order number, transaction timestamp, and total.",
        "Review plan size, contact count, Pay As You Go credits, add-ons, and discounts before flagging a variance.",
        "Use the Payment section to confirm the payment method used for the purchase."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "Understanding Your Mailchimp Receipt",
        "url": "https://mailchimp.com/help/understanding-your-mailchimp-receipt/",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-mailchimp-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/mailchimp",
      "json": "https://billproof.io/api/public/vendors/mailchimp.json",
      "capabilities": "https://billproof.io/api/public/vendors/mailchimp/capabilities.json"
    }
  }
}