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Migration Guide

Move from Customer.io to Bento with zero guesswork.

Guide to migrating from Customer.io to Bento for product email.

mediummigration3-5 hours3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

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.

1Export from Customer.io
2Transfer and map in Bento
3Validate and launch

Stage 1

Export checklist

  1. 1Log in to Customer.io

    Go to Customer.io and log in.

  2. 2Export People

    Go to People > Segments. Export your main segments.

  3. 3Document Campaigns

    Screenshot campaign triggers, messages, and logic.

  4. 4Update Event Tracking

    Plan to update your event tracking code to Bento.

Export Steps
Export checklistCustomer.io → Bento
1
Log in to Customer.io
2
Export People
3
Document Campaigns
0 of 4 steps complete
Data Transfer
Migration coverageCustomer.io → Bento
Subscribers
Pending
Tags
Pending
Custom Fields
Pending
Automations
Pending
Templates
Pending
Commerce Data
Pending
Transferring data from Customer.io...

Stage 2

Data portability map

Know in advance what imports directly and what may require a rebuild.

SubscribersFull transfer
TagsFull transfer
Custom fieldsFull transfer
AutomationsRebuild in Bento
TemplatesRebuild in Bento
Email historyNot portable
Commerce dataPartial transfer

Stage 3

Validate and cut over

Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.

Send a seed-list test from Bento and verify rendering, links, and tracking.
Compare list and segment counts against Customer.io before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep Customer.io running for a short overlap while you monitor deliverability in Bento.
Migration Process
White‑glove migrationETA: 24–48 hours
0%
Bento
Contacts & TagsPending
Custom FieldsPending
AutomationsPending
24-48 hour white-glove migration
White-glove migration

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.

<1 day

Typical switch window

1:1

Migration support

Zero

Forced add-ons

Current ESP
BentoBento

Migration coverage

Bring your whole sending setup with you.

25% mapped
Contacts and attributes
Lists and segments
Templates and flows
Sending setup

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.

Customer.io→Bento
  • 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

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Start sending

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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