BentoMigrate from Ometria to Bento
Learn how to migrate from Ometria to Bento without losing important retail CRM data. Export customers, map segments, rebuild journeys and switch sending safely.
Migration Steps and Data Transfer
DATA TRANSFER
What transfers from Ometria?
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 Ometria
Follow these steps to export your data and prepare for migration.
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.
2. Export 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.
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.
WHY SWITCH
Why migrate from Ometria?
Here's why teams are making the switch to Bento.
Reason 1
Per-user pricing with unlimited emails that often gets cheaper as you scale, and you can reach out to our team for help on pricing anytime.
Reason 2
All features included from day one including workflows, transactional email, live chat, shared inboxes and advanced deliverability tooling.
Reason 3
Anonymous tracking, free email validation, batched and paused sending plus an active Discord community and open office hours for operators.
TERMINOLOGY & MIGRATION GUIDE
Ometria → Bento Translation
Different platforms use different terms. Here's how Ometria concepts map to Bento, plus tips for a smooth migration.
One time email send to a list or segment.
Multi step journey triggered by customer events or timing rules.
Rule based group of people that updates dynamically as data changes.
Stored field on a profile such as VIP flag, lifecycle stage or favorite brand.
Action such as order placed, email opened or page viewed.
Contacts that must not receive email for compliance or deliverability reasons.
Fields you pass in events or properties that let you personalize offers in Bento.
Migration 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.
Watch Out For
- 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.
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Other Migration Guides
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