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Migration Guide

Move from Vero to Bento with zero guesswork.

Migrate from Vero to Bento. Export people, events, and templates, then rebuild your most important product messaging journeys.

mediummigrationVaries by workflow, channel, data, and sending setup3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

Migration Flow

A practical migration plan from Vero 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.

1Export from Vero
2Transfer and map in Bento
3Validate and launch
Stage 1

Export checklist

  1. 1Review your Vero projects and messaging setup

    Log in to Vero and list the projects, newsletters, journeys, and transactional messages you are currently using.

  2. 2Export people and segments from Vero

    Export profiles and segment members as CSV files, keeping subscribed and unsubscribed exports separate so consent state survives the move.

  3. 3Export custom fields and traits

    Review the attributes attached to your users, then inspect the columns in each generated Vero export. Map available columns to Bento fields and ask Vero support about any required attributes that are missing.

  4. 4Preserve email templates and content

    Export or copy source HTML where Vero makes it available. Treat visual-builder templates as rebuilds unless Vero support confirms an export path for your account.

  5. 5Document workflows, triggers, and timing

    For each Vero journey or workflow, record the entry event, conditions, messages, delays, and branches. Accounts with Campaigns API preview access can retrieve journey graphs as an additional rebuild reference.

Export Steps
/
Preview
Export checklistVaries by workflow, channel, data, and sending setup
1
Review your Vero projects and messaging setupIn progress

Log in to Vero and list the projects, newsletters, journeys, and transactional messages you are currently using.

2
Export people and segments from VeroUp next
3
Export custom fields and traitsUp next
Data Transfer
/
Preview
Migration coverageVeroBento
Subscribers
24,180 contacts
Syncing
Tags
312 tags
Queued
Custom Fields
48 fields
Queued
Automations
14 flows
Queued
Templates
36 templates
Queued
Commerce Data
8,421 events
Queued
Stage 2

Data portability map

Know in advance what imports directly and what may require a rebuild.

SubscribersFull transfer
TagsFull transfer
Custom fieldsFull transfer
AutomationsRebuild in Bento
TemplatesPartial transfer
Email historyPartial transfer
Commerce dataPartial transfer
Stage 3

Validate and cut over

Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.

Send a seed-list test from Bento and verify rendering, links, and tracking.
Compare list and segment counts against Vero before your first live send.
Rebuild high-value automations first, then test each trigger path before cutover.
Keep Vero running for a short overlap while you monitor deliverability in Bento.
Migration Process
/
Preview
White-glove migrationETA 24–48 hours
Contacts & Tags
24,492 contacts
Transferring
Custom Fields
48 fields
Queued
Automations
14 flows
Queued

White-glove migration

Switching from Vero 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.

Current ESP
Bento

Migration coverage

Bring your whole sending setup with you.

25% mapped
Contacts and attributes
Lists and segments
Templates and flows
Sending setup

<1 day

Typical switch window

1:1

Migration support

Zero

Forced add-ons

Operator Notes

Vero to Bento language map

Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.

VeroBento
  • ProjectsSites / Workspaces

    Top-level containers for your messaging setup.

  • Customers / PeoplePeople / Contacts

    Individual users you track and email.

  • SegmentsSegments

    Saved audiences based on filters and behavior.

  • Broadcasts / NewslettersBroadcasts

    One-time or ad-hoc email sends to a segment.

  • Journeys / WorkflowsAutomations

    Multi-step, event-triggered flows.

  • EventsEvents

    Tracked actions from your app or website.

  • Traits / AttributesFields

    Custom properties stored on each person.

Tips

  • Mirror your important Vero segments with Bento tags or segments before you start sending.
  • Rebuild your highest-impact journeys first, like onboarding and trial nurture, before migrating edge-case flows.
  • Use Bento's batched sending and pause controls while you validate events and templates against your Vero metrics.
  • Lean on Bento's support team and community to review your migration plan.

Watchouts

  • Vero documents profile exports and offers a preview Campaigns API for approved accounts, but it does not document a one-click journey import into Bento. Plan to rebuild and test automation logic.
  • If you use Vero's optional BYO email provider, update DNS records, provider webhooks, API keys, and sending credentials during cutover.
  • Per-profile activity exports can preserve history for audit or analysis, but they do not recreate native historical reporting in Bento.

Keep Exploring

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Ready to leave Vero?

Move with confidence: export cleanly, import safely, and launch on Bento with migration support from our team.