BentoMigrate from Ortto to Bento
Step-by-step guide to migrate from Ortto to Bento. Export your audiences and customer data, rebuild key journeys, and switch campaigns without downtime.
Migration Steps and Data Transfer
DATA TRANSFER
What transfers from Ortto?
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 Ortto
Follow these steps to export your data and prepare for migration.
1. Export people from Ortto
Sign in to Ortto and open your customer data view (People or Audiences). Use the export or download option to export all people as CSV including custom fields and subscription status.
2. Export audiences and lifecycle segments
From the Audiences area, export key lifecycle groups like trials, active customers, churned users, and leads. Save a separate file or add a column noting the audience name for each contact.
3. Export accounts and important attributes
If you use B2B account-level reporting, export your Accounts data or ensure account fields are included on each person record. Keep track of which fields you will recreate as Bento fields or tags.
WHY SWITCH
Why migrate from Ortto?
Here's why teams are making the switch to Bento.
Reason 1
Pay $0.01 per identified user with unlimited emails and unlimited team members. All features included from day one.
Reason 2
All features included from day one, including automation, transactional email, live chat, and shared inboxes.
Reason 3
Built-in deliverability infrastructure, free email validation, and batching controls so more of your messages land in the inbox.
TERMINOLOGY & MIGRATION GUIDE
Ortto → Bento Translation
Different platforms use different terms. Here's how Ortto concepts map to Bento, plus tips for a smooth migration.
Individual contacts with an email address and a timeline of events.
Groups of people based on lifecycle stage, traits, or behavior.
B2B account-level data you can store on people or separate entities.
Multi-step flows that send messages based on triggers and timing.
Tracked actions from your product, website, or integrations.
Additional attributes stored on people, events, or accounts.
Migration Tips
- Start by migrating one key audience and a single journey to validate your process before moving everything.
- Keep Ortto active until Bento is sending all critical product and lifecycle messages.
- Use Bento's event inspector to confirm tracking events are firing before you disable Ortto tracking.
- Rebuild your highest revenue or highest-traffic journeys first, then handle lower-impact flows.
Watch Out For
- Automations and journeys do not migrate automatically; you will rebuild them in Bento using exported logic and content.
- Email history and detailed analytics stay in Ortto, so export any reports you need for long-term reference.
- Be careful to import unsubscribes and bounces correctly so you do not email suppressed contacts from Bento.
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