BentoMigrate from Keap to Bento
Guide to migrating from Keap (Infusionsoft) to Bento.
Migration Steps and Data Transfer
DATA TRANSFER
What transfers from Keap?
Here's what data we can migrate from your current platform to Bento.
Contacts & Segments
All your subscribers, tags, and custom fields transfer seamlessly.
Email History
Email history transfers partially based on platform limitations.
Commerce Data
Commerce data may require reconnection to your store.
STEP-BY-STEP
Export from Keap
Follow these steps to export your data and prepare for migration.
1. Log in to Keap
Go to Keap.com and log in.
2. Export Contacts
Go to Contacts and export as CSV.
3. Document Campaigns
Screenshot your campaign sequences.
WHY SWITCH
Why migrate from Keap?
Here's why teams are making the switch to Bento.
Reason 1
Dramatically simpler to use
Reason 2
Much more affordable pricing
Reason 3
No complex setup or consulting required
TERMINOLOGY & MIGRATION GUIDE
Keap → Bento Translation
Different platforms use different terms. Here's how Keap concepts map to Bento, plus tips for a smooth migration.
Individual in database
Same concept
Automated sequences
One-time sends
Migration Tips
- This is a great time to simplify your automation
- Keap's complexity often exceeds what you need
Watch Out For
- Invoicing and appointment features need separate tools
- Some advanced CRM features may differ
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