Move from Ometria to Bento.

Export your Ometria data, bring it into Bento, and rebuild what matters while Ometria keeps sending. Cancel only when Bento is ready.

Import from OmetriaMedium migration
CSVometria-contacts.csv12,400 rows, mapped
  • SubscribersImports directly
  • TagsImports directly
  • Custom fieldsImports directly
  • AutomationsRebuild in Bento
  • TemplatesPartly moves
  • Commerce dataPartly moves
  • Email historyPartly moves
3 of 7kinds of data import directly
  • Laravel News
  • Examine
  • Less Annoying CRM
  • Geocodio
  • Authority Hacker
  • HeadshotPro
  • QuickMail

Ometria to Bento, at a glance.

From Bento's Ometria migration guide. Still deciding? Read Bento vs Ometria.

Medium

Migration difficulty

Varies by data sources, exports, and journey rebuilds.

3 of 7

Kinds of data that import directly

The rest you rebuild in Bento or leave behind.

6

Export steps in Ometria

Each one is written out below, with tips.

Your time depends on list size and how many flows you rebuild.

Four steps off Ometria.

Ometria keeps sending the whole time. You cancel only after Bento carries your mail.

  1. Export from Ometria.

    6 steps in Ometria, in the order below. Nothing changes for your subscribers yet.

    Export from Ometria6 steps
    1. 1Review your Ometria data modelList the customer attributes, events, segments and reports you rely on today so you know what needs to exist in Bento.
    2. 2Export customers and consentUse Ometria's customised data export or Segment explorer exports to retrieve contact records, consent, suppression fields, properties and segment data.
    3. 3Export key segments and tagsFor important lifecycle or VIP groups run exports of those segments so you can recreate them as segments or tags in Bento.
    4. 4Export suppression and unsubscribe listsInclude suppression and consent fields in your contact export, then verify unsubscribed, bounced and blocked addresses before import.
    5. 5Capture templates and contentDownload HTML for your best performing emails and store screenshots of key journeys so you can rebuild them cleanly in Bento.
    6. 6Map events and orders to new data sourcesPlan how orders, product catalog data and onsite events will flow directly from your ecommerce platform or data warehouse into Bento instead of through Ometria.
    Keep Ometria sending while you export.
  2. Import into Bento.

    Upload the CSV and map each column to a Bento field or tag. Suppressions go in first, so nobody who left gets mail.

    PeopleImportsometria-contacts.csv

    Start import
    CSV columnBento fieldType
    • emailEmailIdentity
    • first_nameFirst nameField
    • last_nameLast nameField
    • tagsTagsTags
    • planplanCustom field
    • last_order_atlast_order_atCustom field

    Rows

    12,400

    Before sending

    • Suppressions imported first
    • Unsubscribes kept unsubscribed
    • Tags created from the tags column
  3. Test, then switch.

    Authenticate your sending domain, rebuild the flow that earns the most, and send a seed test while Ometria keeps sending.

    Launch checklist4 of 5
    • Sending domain authenticated in Bento
    • Suppressions moved from Ometria
    • Seed test sent and checked
    • Highest-revenue flow rebuilt and tested
    • Switch sending to BentoNext
    Warm up with your most engaged subscribers first.
  4. Cancel Ometria last.

    Warm up with your most engaged subscribers, move the rest of your sending, and cancel Ometria only once Bento carries it.

    Sending, by phase
    PhaseOmetriaBento
    1. ExportSendingNot yet
    2. ImportSendingImporting
    3. Rebuild and testSendingTesting
    4. Warm upSendingWarming
    5. Cancel OmetriaOffSending
    No gap in sending at any phase.

Export your Ometria data.

Run these in Ometria before you change anything there. Keep the files somewhere safe until Bento is sending.

  1. 1

    Review your Ometria data model

    List the customer attributes, events, segments and reports you rely on today so you know what needs to exist in Bento.

    TipExport a small sample of customers first so you can see exactly which fields are available.

  2. 2

    Export customers and consent

    Use Ometria's customised data export or Segment explorer exports to retrieve contact records, consent, suppression fields, properties and segment data.

    TipInclude any unique customer IDs so you can line up data with your ecommerce platform or warehouse.

  3. 3

    Export key segments and tags

    For important lifecycle or VIP groups run exports of those segments so you can recreate them as segments or tags in Bento.

    TipKeep a simple mapping document that shows which Ometria segment becomes which segment or tag in Bento.

  4. 4

    Export suppression and unsubscribe lists

    Include suppression and consent fields in your contact export, then verify unsubscribed, bounced and blocked addresses before import.

    TipImport these into Bento as suppressed contacts before you send any production traffic.

  5. 5

    Capture templates and content

    Download HTML for your best performing emails and store screenshots of key journeys so you can rebuild them cleanly in Bento.

    TipUse this chance to shorten and simplify templates for faster load and better mobile rendering.

  6. 6

    Map events and orders to new data sources

    Plan how orders, product catalog data and onsite events will flow directly from your ecommerce platform or data warehouse into Bento instead of through Ometria.

    TipStart streaming new events into Bento early so you build history while you finish the rest of the migration.

What comes with you.

3 of 7 kinds of data import directly. The rest you rebuild in Bento or leave behind.

Your import checklist

Import from Ometria3 of 7 direct
  • SubscribersImports directly
  • TagsImports directly
  • Custom fieldsImports directly
  • AutomationsRebuild in Bento
  • TemplatesPartly moves
  • Commerce dataPartly moves
  • Email historyPartly moves

Same ideas, new names

OmetriaBento
  • CampaignBroadcast campaignOne time email send to a list or segment.
  • Lifecycle programAutomation workflowMulti step journey triggered by customer events or timing rules.
  • SegmentSegmentRule based group of people that updates dynamically as data changes.
  • Customer attributePerson propertyStored field on a profile such as VIP flag, lifecycle stage or favorite brand.
  • EventEventAction such as order placed, email opened or page viewed.
  • Suppression listSuppressed listContacts that must not receive email for compliance or deliverability reasons.
  • Voucher or promotionCoupon or promotion propertyFields you pass in events or properties that let you personalize offers in Bento.

Before you cancel Ometria

  • Start by connecting your ecommerce platform and real time events into Bento then layer Ometria exports on top.
  • Rebuild only the lifecycle journeys that still drive value instead of copying every legacy program.
  • Use Bento anonymous tracking to start collecting onsite behavior before your migration is fully complete.
  • Keep your Ometria account in read only mode for a short overlap so you can reference reports while you get comfortable in Bento.
  • Complex Ometria scoring models and retail specific dashboards will not copy over automatically and may need new reporting in your BI tools.
  • Historical email engagement and some event level data may not be practical to import so plan for where you will store that history outside Bento if you need it.
  • Make sure suppression and unsubscribe lists are imported correctly before sending any production traffic from Bento.

Get a person to plan the move.

Tell us your current provider, list size, and what you need to keep. We map the order to move things and review your domain setup before you send.

A migration request

you@example.comMigration quote

We are on Ometria with 12,400 contacts. We need to keep subscribers, tags, and suppressions.

Bento teamReplied

Thanks. Start with suppressions, then your list, then the flows that make money. We can review your domain setup before you send.

Teams switch for deliverability and stay for the support.

“Moving to Bento was the best thing I ever did for my list and its profitability”
Iliane L.G2
“I love how easy it is to use to design SaaS emailing sequences. You can also see rapidly which campaigns are the money makers. But what I love the most is undoubtedly the deliverability that you have once you've set up custom domain tracking”
Arnaud B.G2
“The support and community within Bento is hands down the best I've ever seen from any company, ever.”
Luke J.G2

Questions about leaving Ometria.

Can Bento replace both Ometria and our existing ESP?
Bento can consolidate product, marketing and transactional email. Ometria's retail-specific predictive models, reports and non-email channels do not transfer directly, so confirm which of those capabilities need replacements before retiring the platform.
How does Bento pricing compare to Ometria for retail CRM users?
Bento Marketing Platform costs $29/mo for up to 5,000 Active Users, then uses tiered Active User pricing starting at $0.01 per user each month. Paid plans include unlimited marketing sends subject to fair-use. Ometria uses contracted license, messaging block and data processing fees, so compare Bento's public meter with your full Order Form.
Will we lose our historical Ometria data when we switch to Bento?
You can export customers, key attributes, segments and suppression lists from Ometria then import them into Bento while keeping long term raw history in your data warehouse or ecommerce platform.
Can Bento support complex retail segments and lifecycle programs like Ometria?
Bento uses event driven data and flexible properties so you can build granular segments and journeys such as VIP flows, replenishment campaigns and win back sequences driven by real customer behavior.
How long does a typical migration from Ometria to Bento take?
Timing depends on data sources, customer fields, predictive outputs, channels, templates, reports and the number of journeys to rebuild. Export and validate one audience first, then move high-value journeys in stages while both platforms remain available.
Will there be downtime?
No. Keep Ometria running while you import, test, authenticate your sending domain, and warm up. Once Bento is ready, move your sending and phase out Ometria.
Can the Bento team help if I get stuck?
Yes. The team can review your current setup, help you decide what to move first, and advise on deliverability, data mapping, and launch order.

Other migration guides.

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