Bento

Export Data from ActiveCampaign for Bento

This guide will help you export all the lists, tags, segments, and custom fields you need from ActiveCampaign so you can import them into Bento.

Prerequisites

Access to your ActiveCampaign account
Admin permissions to export data
A place to save your exported CSV files
Optional: Spreadsheet software to review and clean up CSVs

What You'll Export

  • Contacts (Lists/People)
  • Tags
  • Segments (Saved Searches/Lists)
  • Custom Fields
  • Automations (for mapping later)

Step-by-Step Export Process

1
Log in to ActiveCampaign

Go to ActiveCampaign and log in with your credentials.

click ... and export button
2
Export Active Contacts

Navigate to Contacts in the main menu.
Click the ... button then on Export (top‑right).
Choose a CSV name like active and ensure all possible check boxes are checked. Click the Export button when you are ready to begin the exporting process..

export options
3
Export Unsubscribed & Bounced Contacts

In Contacts, change the search option Status and pick Unsubscribed.
The filter takes affect after you select the option. Repeat the export process and name the CSV file unsubscribed.

(repeat again for Bounced if there are contacts when you change the status)

Search Filter options
4
Docuement Tags

Tags are included in your contacts export CSV if they are in use. So be aware if you have tags that are not assigned to any contacts they will not be inlucded in the export.

Tag usage
5
Export Segments (Saved Searches/Lists)

In Contacts, use the Advanced Search to filter and export segments.
For each saved segment, export the contacts using the export option.

Load the segment before exporting
6
Export Custom Fields

Custom fields are included in your contacts export CSV. Review the CSV columns to make sure all custom fields are included. If you are missing make sure its visible in your contact list before exporting. It may bave been filtered or hidden.

7
Export Forms (Optional)

If you want to reference your forms, go to Site → Forms.
Take screenshots or export any data you want to keep for rebuilding in Bento.

Take screenshots of your forms for reference.
8
Export Automations (Optional)

For automations, go to Automations.
You can only export an image not the automation directly, but you can screenshot or document the steps and options for reference when rebuilding in Bento Flows.

Export an image of your automations for reference.

Merge & Clean

  1. Open each of the exported CSV in your spreadsheet tool.
  2. Rename columns to Bento‑friendly names (email, first_name, tags, etc.), ensure they match in each csv file.
  3. Comma‑separate multiple tags (e.g. vip,customer).
  4. Delete any blank or irrelevant columns — Bento ignores missing headers but a tidy sheet is easier to debug.
  5. Save each CSV as a separate file.

Column Map Example

EmailTagsRemove TagsFirst NameLast Name
[email protected]customer, mqlleadJesseHanley

After Exporting

  • Double-check your CSV files for all required data (contacts, tags, segments, custom fields).
  • Organize your files and screenshots for easy access during the Bento import process.
  • If you need to clean up or rename tags/fields, do so in the CSV before importing to Bento.

Troubleshooting

Missing Data?
  • Make sure you exported from the correct section (Contacts, Segments).
  • Check your downloads folder for the CSV file.
  • Open CSVs in a spreadsheet app to review all columns.
  • Lists over 100k contacts? ActiveCampaign splits exports into multiple CSVs—download every part and combine before merging statuses.
Export Button Not Visible?
  • You may need admin permissions to export data.
  • Try a different browser or clear your cache.
  • Contact ActiveCampaign support if you still can't export.

Critical Terminology: ActiveCampaign → Bento

Before we dive in, let’s align on key concepts. This table is your Rosetta Stone for migrating mental models from ActiveCampaign to Bento.

ActiveCampaign TermBento TermWhat It Actually Means
ContactPersonA human with an email address
List(none)Bento has a single People table — use tags + segments instead of siloed lists
TagTagLabels for categorization — in Bento, tags are first-class and support advanced logic
SegmentSegmentDynamic groupings based on field values, tag presence, events, and more
Custom FieldFieldCustom data attached to a Person, like first_name, plan, or last_seen_at
CampaignBroadcastA one-time email sent to a specific group or segment
AutomationFlowIf-this-then-that workflows — Bento Flows support triggers, delays, branching, and more
GoalEvent + Flow logicLogic conditions inside a Flow that advance a user based on behavior
Site/Event TrackingEventTrack pageviews, clicks, custom behavior — all events are first-class in Bento
Personalization TagsLiquidDynamic content via Liquid templating

The Mental Model Shift

ActiveCampaign: "Here's a list of Contacts with Tags."

Bento: "Here's a person who visited 5 pages, clicked 3 emails, has an LTV of $497, and is currently browsing your pricing page."

Final Thoughts

This migration will take you 2-4 hours of actual work.

Remember:

  • Take screenshots before changing anything
  • Test with your own email first
  • Keep ActiveCampaign running during transition
  • Document everything for your future self

Quick Reference

During Migration:

  • Check Bento's Dashboard
  • Monitor deliverability score
  • Test forms and integrations
  • Send one test email after changes

Before Canceling ActiveCampaign:

  • All Contacts are imported
  • All automations rebuilt
  • List is warmed up on Bento
  • Forms all working
  • Deliverability metrics stable

Emergency Contacts:

You've got this. And if you don't? That's what support is for. Ship it.