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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.

mediummigration3-5 hours3 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

    Note your tag structure for recreation.

Export Steps
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Preview
Export checklist3-5 hours
1
Log in to KeapIn progress

Go to Keap.com and log in.

2
Export ContactsUp next
3
Document CampaignsUp next
0 of 3 steps completeKeapBento
Data Transfer
/
Preview
Migration coverageKeapBento
Subscribers
0 contactsSyncing
Tags
0 tagsQueued
Custom Fields
0 fieldsQueued
Automations
0 flowsQueued
Templates
0 templatesQueued
Commerce Data
0 eventsQueued
Transferring subscribers…
0 records
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
/
Preview
White‑glove migrationETA: 24–48 hours
Source
0%
Bento
Contacts & Tags24,492 contacts
Transferring
Custom Fields48 fields
Queued
Automations14 flows
Queued
Our team handles the entire transfer24–48h white‑glove

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
BentoBento

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

  • 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

Browse full directory

Ready to leave Keap?

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