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Migration Guide

Move from Iterable to Bento with zero guesswork.

Follow this step-by-step guide to migrate from Iterable to Bento. Export users, lists, and key workflows from Iterable and rebuild them with cleaner pricing and deliverability.

complexmigration1-3 days3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

Migration Flow

A practical migration plan from Iterable 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 Iterable
2Transfer and map in Bento
3Validate and launch

Stage 1

Export checklist

  1. 1Audit your Iterable project

    Log in to Iterable, review your projects, lists, and workflows, and decide which audiences and journeys you actually want to move.

  2. 2Export users and lists from Iterable

    Go to Audience and export your users or specific contact lists as CSV with all profile fields and subscription statuses included.

  3. 3Export suppression and opt-out data

    From your Audience or Compliance views, export unsubscribed, bounced, and suppressed contacts so you can import them as do-not-email records in Bento.

  4. 4Capture workflows, journeys, and experiments

    Open each important Workflow or Journey in Iterable and document triggers, filters, delays, and messaging so you can recreate them as Bento Sequences and Automations.

  5. 5Export email templates and content

    From the Content or Templates section, download or copy the HTML for key templates and campaigns you want to reuse inside Bento.

Export Steps
Export checklistIterable → Bento
1
Audit your Iterable project
2
Export users and lists from Iterable
3
Export suppression and opt-out data
0 of 5 steps complete
Data Transfer
Migration coverageIterable → Bento
Subscribers
Pending
Tags
Pending
Custom Fields
Pending
Automations
Pending
Templates
Pending
Commerce Data
Pending
Transferring data from Iterable...

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
TemplatesPartial transfer
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 Iterable before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep Iterable 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
Migration

Switching from Iterable 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.

Your current ESP
BentoBento
Progress0%
Contacts and attributesPending
Lists and segmentsPending
Templates and flowsPending
Sending setupPending
Migration complete! Ready to send.

Operator Notes

Iterable to Bento language map

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

Iterable→Bento
  • ProjectWorkspace

    Top-level account where your data, users, and messaging live.

  • User ProfilePerson

    A single contact with identifiers like email, device, and custom fields.

  • List / Static ListTag

    Fixed groups of people you manage with flexible tags in Bento.

  • Dynamic List / SegmentSegment

    Rule-based audiences that update automatically from events and fields.

  • CampaignBroadcast

    One-time sends such as newsletters or promotions to a defined audience.

  • Workflow / JourneySequence / Automation

    Automated flows that react to events, time delays, and conditions.

  • EventEvent

    Tracked action like a sign up, purchase, or page view used to trigger messaging.

  • Catalog / Data FeedProduct or Custom Data

    Structured data you can reference in emails and automations.

Tips

  • Export and back up your Iterable data before changing any project or list settings.
  • Start by importing a smaller cohort into Bento to test sequences and deliverability before moving your entire audience.
  • Rebuild your most valuable journeys first, like welcome, cart, or reactivation flows, then migrate less critical campaigns.
  • Keep Iterable running in parallel for a short overlap so you do not miss time-sensitive messages during the switch.
  • Use Bento's free email validation and batched sending when you first mail a migrated list to protect your sender reputation.

Watchouts

  • Detailed email engagement history and event logs in Iterable do not transfer into Bento, so reporting starts fresh.
  • Complex experiments and multi-channel workflows need to be rebuilt in Bento's automation builder rather than imported directly.
  • Make sure suppression and opt-out data is imported correctly so you do not accidentally email people who previously unsubscribed.

Keep Exploring

Other migration playbooks

Browse full directory

Ready to leave Iterable?

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

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