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Migration Guide

Move from Keap to Bento with zero guesswork.

Guide to migrating from Keap (Infusionsoft) to Bento.

mediummigration3-5 hours3 core transfers ready
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Migration Flow

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

Stage 1

Export checklist

  1. 1Log in to Keap

    Go to Keap.com and log in.

  2. 2Export Contacts

    Go to Contacts and export as CSV.

  3. 3Document Campaigns

    Screenshot your campaign sequences.

  4. 4Export Tags

    Note your tag structure for recreation.

Export Steps
Export checklistKeap → Bento
1
Log in to Keap
2
Export Contacts
3
Document Campaigns
0 of 4 steps complete
Data Transfer
Migration coverageKeap → Bento
Subscribers
Pending
Tags
Pending
Custom Fields
Pending
Automations
Pending
Templates
Pending
Commerce Data
Pending
Transferring data from Keap...

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 Keap before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep Keap 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 Keap 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

Keap to Bento language map

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

Keap→Bento
  • ContactPerson

    Individual in database

  • TagTag

    Same concept

  • CampaignAutomation

    Automated sequences

  • BroadcastBroadcast

    One-time sends

Tips

  • This is a great time to simplify your automation
  • Keap's complexity often exceeds what you need

Watchouts

  • Invoicing and appointment features need separate tools
  • Some advanced CRM features may differ

Keep Exploring

Other migration playbooks

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Start sending

Ready to leave Keap?

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

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