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Migration Guide

Move from Vero to Bento with zero guesswork.

Step-by-step guide to migrate from Vero to Bento, including exporting people, events, and templates and rebuilding your most important product messaging journeys.

mediummigration1-2 days3 core transfers ready
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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

    From the People or Segments view in Vero, export your main audiences as CSV files including all profile properties.

  3. 3Export custom fields and traits

    Review the attributes attached to your users in Vero and make sure they are included as columns in your CSV exports so they can become fields in Bento.

  4. 4Copy email templates and layouts

    Open each important campaign, newsletter, or journey email in Vero and copy the HTML or drag-and-drop content into local files.

  5. 5Document workflows, triggers, and timing

    For each Vero journey or workflow, write down the entry conditions, filters, emails, and delays that make up the flow.

Export Steps
Export checklistVero → Bento
1
Review your Vero projects and messaging setup
2
Export people and segments from Vero
3
Export custom fields and traits
0 of 6 steps complete
Data Transfer
Migration coverageVero → Bento
Subscribers
Pending
Tags
Pending
Custom Fields
Pending
Automations
Pending
Templates
Pending
Commerce Data
Pending
Transferring data from Vero...

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
White‑glove migrationETA: 24–48 hours
0%
Bento
Contacts & TagsPending
Custom FieldsPending
AutomationsPending
24-48 hour white-glove migration
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.

Your current ESP
BentoBento
Progress0%
Contacts and attributesPending
Lists and segmentsPending
Templates and flowsPending
Sending setupPending
Migration complete! Ready to send.

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.

Vero→Bento
  • 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 team, live chat, and community to sanity check your migration plan.

Watchouts

  • Journeys and workflows do not export from Vero, so you will need to rebuild automation logic manually in Bento.
  • If you used Vero Connect with a separate ESP, remember to update DNS records, webhooks, and API keys when you move sending to Bento.
  • Historical engagement data from Vero will not automatically appear in Bento dashboards unless you import it separately as events.

Keep Exploring

Other migration playbooks

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