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Migration Guide

Move from Keap to Bento with zero guesswork.

Guide to migrating from Keap (Infusionsoft) to Bento. Export contacts from Keap, map fields into Bento, rebuild key automations, and validate deliverability.

mediummigrationVaries by contact volume, automation depth, and connected workflows3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

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

    Use Keap's Tag Tracker report to match exported Contact IDs with applied tags.

Export Steps
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Preview
Export checklistVaries by contact volume, automation depth, and connected workflows
1
Log in to KeapIn progress

Go to Keap.com and log in.

2
Export ContactsUp next
3
Document CampaignsUp next
Data Transfer
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Preview
Migration coverageKeapBento
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 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
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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 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.

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

Keap to Bento language map

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

KeapBento
  • ContactPerson

    Individual in database

  • TagTag

    Same concept

  • CampaignAutomation

    Automated sequences

  • BroadcastBroadcast

    One-time sends

Tips

  • Rebuild only the automations that still support an active workflow
  • Pilot contact and tag mapping before importing the full list

Watchouts

  • Bento does not replace Keap's native invoicing and appointment scheduling
  • Tags require a separate Tag Tracker report because they are not included in the direct contact export

Keep Exploring

Other migration playbooks

Browse full directory

Ready to leave Keap?

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