Migration Flow
A practical migration plan from Customer.io to Bento
This guide follows a simple sequence: export cleanly, map data correctly, then validate before cutover. No generic product pitch, just the steps your team needs.
Stage 1
Export checklist
- 1Log in to Customer.io
Go to Customer.io and log in.
- 2Export People
Go to People > Segments. Export your main segments.
- 3Document Campaigns
Screenshot campaign triggers, messages, and logic.
- 4Update Event Tracking
Plan to update your event tracking code to Bento.
Stage 2
Data portability map
Know in advance what imports directly and what may require a rebuild.
Stage 3
Validate and cut over
Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.
Switching from Customer.io can be done in one focused session
We help you map lists, rebuild key automations, and validate deliverability before cutover so your first week on Bento is smooth.
Operator Notes
Customer.io to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- PersonPerson
Same concept
- SegmentSegment
Same concept
- CampaignAutomation
Triggered workflows
- NewsletterBroadcast
One-time sends
- AttributeField
Custom data
Tips
- Bento's event tracking works similarly to Customer.io
- Your behavioral logic will transfer well
Watchouts
- In-app messaging features don't transfer
- Event tracking code needs updating
Keep Exploring
Other migration playbooks
Ready to leave Customer.io?
Move with confidence: export cleanly, import safely, and launch on Bento with migration support from our team.
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