export const exportDashboard = '/docs/images/export-guides/convertkit/export-dashboard.webp'
export const exportList = '/docs/images/export-guides/convertkit/export-list-menu.webp'
export const exportFlow = '/docs/images/export-guides/convertkit/export-flow.webp'
export const exportSegment = '/docs/images/export-guides/convertkit/export-segment.webp'


export const exampleFile = 'migration-guides.js'


# Export Data from ConvertKit for Bento

This guide will help you export all the lists, tags, segments, and custom fields you need from ConvertKit so you can import them into Bento.  


Exporting your data is safe and does not affect your live ConvertKit account. You can continue sending emails while you prepare your migration.


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    ## Prerequisites
 Access to your ConvertKit account

 Required permissions to export data

 A place to save your exported CSV files

 Spreadsheet software to review and clean up CSVs


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    ## What You'll Export

    - **Subscribers (Lists/People)**
    - **Tags**
    - **Segments (Saved Searches/Lists)**
    - **Custom Fields**
    - **Automations** (for mapping later)

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---

## Step-by-Step Export Process


  
  
    
      
        Go to <a href="https://app.convertkit.com" target="_blank" rel="noopener noreferrer">ConvertKit</a> and log in with your credentials. And Select `Grow` -> `Subscribers`
      
      
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        Below your **Lifetime Totals** subscriber count, click the **type dropdown** and make sure the `Confirmed Subscribers` is selected.
        Then click on the checkbox next to `SUBSCRIBER` and then `Bulk Actions → Export` (bottom of the list).

        Finally click `OK` on the confirmation screen.
        ConvertKit will email you a download link to the CSV. Save the file when it arrives.

        
> The export will include **Subscribers**, **Fields**, **Tags** etc for **ONLY** your confirmed subscribers. This export is the primary one you will need to migrate active subscribers to Bento. We will also export the other lists to import separately to ensure we do not send to `unsubscribed`, or `blocked` users in Bento.

      
      
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        Repeat the above steps for <strong>Cancelled</strong>, <strong>Complained</strong>, <strong>Bounced</strong>, or <strong>Cold</strong> if they have subscribers.<br/>
        For each you will want to name according to the type of subscribers they contain when you save them from the email, they will have file names like **2025-02-07-5318799.csv**. Having clear names will be helpful when you start to import the subscribers. <br/>

        
> ⚠️ **Warning**
> Keep these CSV separate, we will be importing them later.

      
      

      
    
  

  
  
    
      
        Tags are included in each of the exported CSV if they are in use. So be aware if you have tags that are not assigned to any contacts they will not be included in any export and will need to be manually created in Bento.


      
      

      
    
  

  
  
    
      
        Below the `Add Subscriber` buttons, You can click on a segment to export the list of subscribers using the export option. Only Export segments with subscriber counts greater than 0.

        
> Optional — the main CSV exports captures segment membership. Exporting here creates a <em>snapshot</em>; you’ll rebuild the segment in Bento later using `Tags` so this is critical but for reference only.

      
      
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        Custom fields are included in your main subscriber export CSV. Review the CSV columns in your export to see all custom fields in use.
      
      
      
    
  


## Merge & Clean

1. **Open each of the exported CSV** in your spreadsheet tool.
2. **Rename columns** to Bento‑friendly names (`email`, `first_name`, `tags`, etc.), ensure they match in each csv file.
3. Comma‑separate multiple tags (e.g. <code>vip,customer</code>).
4. Delete any blank or irrelevant columns — Bento ignores missing headers but a tidy sheet is easier to debug.
5. Save each CSV as a separate file.

### Column Map Example

| Email              | Tags          | Remove Tags | First Name | Last Name |
|--------------------|---------------|-------------|------------|-----------|
| jesse@bentonow.com | customer, mql | lead        | Jesse      | Hanley    |


---

## After Exporting

- Double-check your CSV files for all required data (subscribers, tags, segments, custom fields).
- Organize your files and screenshots for easy access during the Bento import process.
- If you need to clean up or rename tags/fields, do so in the CSV before importing to Bento.

---

## Troubleshooting


  
    <b>Missing Data?</b><br/>
    - Make sure you exported from the correct section (Subscribers, Tags, Segments).
    - Check your spam folder for the CSV email from ConvertKit.
    - Open CSVs in a spreadsheet app to review all columns.
    - If the export email hasn’t arrived after 10 minutes, check Promotions/Spam or Updates folders—ConvertKit sometimes routes it there.
    - Lists over 100 k rows? ConvertKit splits them into multiple CSVs—download all parts make sure to organize them either by combining them or naming them according to the type of subscribers they contain.
  
  
    <b>Export Button Not Visible?</b><br/>
    - You may need admin permissions to export data.
    - Try a different browser or clear your cache.
    - Contact ConvertKit support if you still can't export.
  


---

## Critical Terminology Translation
Before we dive in, let's get our vocabulary straight. This is the Rosetta Stone of ConvertKit → Bento:

| **ConvertKit Term** | **Bento Term**       | **What It Actually Means**                           |
|---------------------|----------------------|------------------------------------------------------|
| `Subscriber`        | `Person`             | A human with an email address                        |
| `List`              | *(doesn't exist)*    | Bento uses one big `People` table—segment with tags  |
| `Tag`               | `Tag`                | Labels for categorization (with more power)          |
| `Segment`           | `Segment`            | Dynamic groups based on rules                        |
| `Custom Field`      | `Field`              | Arbitrary data attached to a `person`                |
| `Broadcast`         | `Broadcast`          | One-time email to a group                            |
| `Sequence`          | `Sequence`           | Linear time delayed email sequences                  |
| `Visual Automation` | `Flow`               | If-this-then-that workflows on steroids              |
| `Link Trigger`      | `Event + Flow logic` | Click tracking is automatic and universal            |
| `Liquid`            | `Liquid`             | Same templating language, slightly different helpers |

### The Mental Model Shift
`ConvertKit:` "Here's a list of subscribers with tags."

`Bento:` "Here's a person who visited 5 pages, clicked 3 emails, has an LTV of $497, and is currently browsing your pricing page."

## Final Thoughts
This migration will take you 2-4 hours of actual work.

**Remember:**
* Take screenshots before changing anything
* Test with your **own email** first
* Keep ConvertKit running during transition
* Document everything for your future self


> If something just doesn't go right, you can always re-import from ConvertKit and try again. <br />That's why we keep it running until we're sure.


## Quick Reference Card
**During Migration:**
* Check Bento's Dashboard
* Monitor deliverability score
* Test forms and integrations
* Send one test email after changes

**Before Canceling ConvertKit:**
* All subscribers imported
* All automations rebuilt
* List is warmed up on Bento
* Forms all working
* Deliverability metrics stable

**Emergency Contacts:**
* Bento Support: [Discord](https://discord.gg/ssXXFRmt5F) | [support@bentonow.com](mailto:support@bentonow.com)
* Status Page: [status.bentonow.com](https://status.bentonow.com)
* API Docs: [docs.bentonow.com](https://docs.bentonow.com)

You've got this. And if you don't? That's what support is for.
*Ship it.*