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Migration Flow
A practical migration plan from Encharge 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
- 1Export all people from Encharge
Go to your People page at app.encharge.io/segments, keep the All people segment selected, click the Export All button, and confirm to start a full export.
- 2Export important segments
Switch the segment selector on the People page to each key segment you want to keep, then use the same Export All button to export just that segment.
- 3Export selected cohorts
Use the checkboxes on the left side of the People table to select specific people or use the top left checkbox to select all visible people, then export that selection.
- 4Download export emails
Wait for the export email from Encharge Support and download the CSV attachment once each export job is finished.
- 5Review and clean CSV files
Open each CSV file and review columns like email, tags, and person fields so you can map them cleanly into Bento and remove clearly invalid or bounced addresses.
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 Encharge 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.
BentoOperator Notes
Encharge to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- PeoplePeople
Both tools treat each contact as a person record with fields and events.
- SegmentsSegments
Dynamic groups of people based on rules like behavior and traits.
- FlowsAutomations and sequences
Visual workflows that send emails and move people based on events.
- BroadcastsBroadcasts
One time email campaigns sent to a segment or saved audience.
- TagsTags
Labels you attach to people to track membership and actions.
- Person FieldsFields
Custom attributes on a person such as plan, role, or lifecycle stage.
- Anonymous PeopleAnonymous visitors and events
Visitors tracked before signup whose activity can later be tied to a person.
Tips
- Export your people and segments before disabling any Encharge flows or forms.
- Rebuild your most important flows like trial onboarding and upgrade nudges first in Bento.
- Keep Encharge running in parallel for a short time while you test Bento sends.
- Use Bento tags to mirror your high value Encharge segments so reporting stays familiar.
Watchouts
- Encharge exports do not include activity or email event history so reporting will start fresh in Bento.
- Flows and broadcasts cannot be imported automatically and must be rebuilt in Bento.
- Large exports can take time to generate so request them before scheduling your first Bento campaigns.
Keep Exploring
Other migration playbooks
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