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Migration Flow
A practical migration plan from Ortto 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
- 1Export 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.
- 2Export 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.
- 3Export 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.
- 4Document journeys, playbooks, and campaigns
Open each important Journey or Playbook and note the trigger, delays, filters, and exit rules. Copy email content into a document or download HTML where available so you can rebuild flows in Bento.
- 5Export unsubscribes, bounces, and suppression lists
From your compliance or settings area, export unsubscribed, bounced, and suppressed contacts. You will import these into Bento as a suppression list to avoid emailing them.
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 Ortto 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
Ortto to Bento language map
Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.
- PeoplePeople
Individual contacts with an email address and a timeline of events.
- AudienceSegment/Tag
Groups of people based on lifecycle stage, traits, or behavior.
- AccountsCompany or account fields
B2B account-level data you can store on people or separate entities.
- Journeys/PlaybooksAutomations/Sequences
Multi-step flows that send messages based on triggers and timing.
- Activities/EventsEvents
Tracked actions from your product, website, or integrations.
- Custom fieldsFields
Additional attributes stored on people, events, or accounts.
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.
Watchouts
- 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.
Keep Exploring
Other migration playbooks
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