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Export Data from Drip for Bento

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

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

Prerequisites

Access to your Drip account
Required permissions to export data
A place to save your exported CSV files
Spreadsheet software to review and clean up CSVs

What You'll Export

  • People (Contacts)
  • Tags
  • Segments (Saved Filters/Groups)
  • Custom Fields
  • Automations (for mapping later)

Step-by-Step Export Process

1
Log in to Drip

Go to Drip and log in with your credentials. Once logged in, navigate to the People section.

Login and navigate to People
2
Export Subscribers

In the People section, use the filter options to select the specific type of contacts and export them. You will want to export the following:

  1. Subscribed People
  2. Unsubscribed People
  3. Undeliverable People.

Click the Filter dropdown and select the type of contacts you want to export. You must click the Refresh Button after selecting the contact type. Then Click the export as CSV link.

Drip will generate a CSV file containing all visible contacts, their tags, and custom fields. A link to the file will be emailed to you or available for download in your account.

If you have a large list, the export may take several minutes. Check your email or Drip's export history for the download link.

Select the type of contacts you want to export
Click the export as `CSV` link
3
Export Tags

Tags are included in your People export CSV. Review the CSV columns to see all tags in use.

If you use a lot of tags, consider cleaning up or renaming them in Drip before export for easier migration. Bento segments via Tags, so a tidy tag list will help.

4
Export Segments (Saved Filters)

In People, use the filter builder to create any segments you want to export.
Export each segment as a CSV using the Actions dropdown.

Bento segments via Tags, so you may only need these for reference and QA purposes.

5
Export Custom Fields

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

6
Document Automations (Workflows)

For automations (Workflows), there is no direct export. Take screenshots or document the steps for reference when rebuilding in Bento Flows.

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. vip,customer).
  4. Delete any blank or irrelevant columns — Bento ignores missing headers but a tidy sheet is easier to debug.
  5. You will import both unsubscribed and bounced exports as unsubscribed contacts in Bento. If you wish to track them independently, you can tag them in the csv before importing.
  6. Save each CSV as a separate file.

Column Map Example

EmailTagsRemove TagsFirst NameLast Name
jesse@bentonow.comcustomer, mqlleadJesseHanley

After Exporting

  • Double-check your CSV files for all required data (contacts, 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

Missing Data?
  • Make sure you exported from the correct section (People, Tags, Segments).
  • Check your downloads folder for the CSV file.
  • Open CSVs in a spreadsheet app to review all columns.
  • Lists over 100k contacts? Drip may split exports into multiple CSVs—download every part and combine before merging statuses.
Export Button Not Visible?
  • You may need admin permissions to export data.
  • Try a different browser or clear your cache.
  • Contact Drip support if you still can't export.

Critical Terminology: Drip → Bento

Before we dive in, let’s align on key concepts. This table is your Rosetta Stone for migrating mental models from Drip to Bento.

Drip TermBento TermWhat It Actually Means
PersonPersonA human with an email address
TagTagLabels for categorization — in Bento, tags are first-class and support advanced logic
SegmentSegmentDynamic groupings based on field values, tag presence, events, and more
Custom FieldFieldCustom data attached to a Person, like first_name, plan, or last_seen_at
CampaignBroadcastA one-time email sent to a specific group or segment
WorkflowFlowIf-this-then-that workflows — Bento Flows support triggers, delays, branching, and more
Event TrackingEventTrack pageviews, clicks, custom behavior — all events are first-class in Bento
LiquidLiquidDynamic content via Liquid templating
Bento tracks all clicks and visits automatically — no manual link triggers or extra setup needed.

The Mental Model Shift

Drip: "Here's a list of People with Tags and Workflows."

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 Drip running during transition
  • Document everything for your future self
If something just doesn't go right, you can always re-import from Drip and try again.
That's why we keep it running until we're sure.

Quick Reference

During Migration:

  • Check Bento's Dashboard
  • Monitor deliverability score
  • Test forms and integrations
  • Send one test email after changes

Before Canceling Drip:

  • All People are imported
  • All automations rebuilt
  • List is warmed up on Bento
  • Forms all working
  • Deliverability metrics stable

Emergency Contacts:

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