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Migration Flow
A practical migration plan from Ometria 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.
Stage 1
Export checklist
- 1Review 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.
- 2Export customers and consent
Use Ometria customer views or master segments to export a CSV of all customers with email, name, consent status and key profile fields.
- 3Export 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.
- 4Export suppression and unsubscribe lists
From your suppression or deliverability settings export lists of unsubscribed, bounced and blocked addresses.
- 5Capture templates and content
Download HTML for your best performing emails and store screenshots of key journeys so you can rebuild them cleanly in Bento.
Stage 2
Data portability map
Know in advance what imports directly and what may require a rebuild.
Stage 3
Validate and cut over
Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.
Switching from Ometria 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.
BentoOperator Notes
Ometria to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- CampaignBroadcast campaign
One time email send to a list or segment.
- Lifecycle programAutomation workflow
Multi step journey triggered by customer events or timing rules.
- SegmentSegment
Rule based group of people that updates dynamically as data changes.
- Customer attributePerson property
Stored field on a profile such as VIP flag, lifecycle stage or favorite brand.
- EventEvent
Action such as order placed, email opened or page viewed.
- Suppression listSuppressed list
Contacts that must not receive email for compliance or deliverability reasons.
- Voucher or promotionCoupon or promotion property
Fields you pass in events or properties that let you personalize offers in Bento.
Tips
- 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.
Watchouts
- 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.
Keep Exploring
Other migration playbooks
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