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Migration Guide

Move from Intercom to Bento with zero guesswork.

Guide to migrating from Intercom to Bento. Export contacts from Intercom, map fields into Bento, rebuild key automations, and validate deliverability before.

mediummigrationVaries by Series, help desk, and integration scope3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

Migration Flow

A practical migration plan from Intercom 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 Intercom
2Transfer and map in Bento
3Validate and launch
Stage 1

Export checklist

  1. 1Log in to Intercom

    Go to Intercom.com and log in.

  2. 2Export Users

    Go to People > All Users and export as CSV.

  3. 3Document Series

    Screenshot your email series for recreation.

  4. 4Review Integrations

    Note which integrations you'll need in Bento.

Export Steps
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Preview
Export checklistVaries by Series, help desk, and integration scope
1
Log in to IntercomIn progress

Go to Intercom.com and log in.

2
Export UsersUp next
3
Document SeriesUp next
Data Transfer
/
Preview
Migration coverageIntercomBento
Subscribers
24,180 contacts
Syncing
Tags
312 tags
Queued
Custom Fields
48 fields
Queued
Automations
14 flows
Queued
Templates
36 templates
Queued
Commerce Data
8,421 events
Queued
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 Intercom before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep Intercom running for a short overlap while you monitor deliverability in Bento.
Migration Process
/
Preview
White-glove migrationETA 24–48 hours
Contacts & Tags
24,492 contacts
Transferring
Custom Fields
48 fields
Queued
Automations
14 flows
Queued

White-glove migration

Switching from Intercom 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.

Current ESP
Bento

Migration coverage

Bring your whole sending setup with you.

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

<1 day

Typical switch window

1:1

Migration support

Zero

Forced add-ons

Operator Notes

Intercom to Bento language map

Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.

IntercomBento
  • UserPerson

    Individual contact

  • LeadPerson with tag

    Use tags for status

  • SeriesSequence/Automation

    Automated messages

  • MessageBroadcast/Template

    Email content

  • AttributeField

    Custom data

Tips

  • Focus on migrating email and marketing functions first
  • Use the $30/mo Bento Chat add-on when shared inbox and live chat meet the requirement

Watchouts

  • Intercom's ticketing and help center features have no like-for-like Bento replacement
  • Product Tours and Series need to be rebuilt or replaced

Keep Exploring

Other migration playbooks

Browse full directory

Ready to leave Intercom?

Move with confidence: export cleanly, import safely, and launch on Bento with migration support from our team.