Migrate from Bento to monday CRM

Bento Contacts map directly to Monday.com CRM Items on a Contacts board. Standard properties (email, first name, last name, phone, address) map to Monday.com Column types: Email, Text, Phone, Location. We use the email address as the dedupe key during import. Custom fields map to Monday.com typed Columns (Date, Number, Checkbox, Dropdown) matching the original Bento data type. Bento's createdate and updatedate timestamps migrate as Date Columns for audit.

Bento Companies map to Monday.com CRM Organizations (a separate board type). Company name, domain, phone, and address properties map to the corresponding Monday.com Column types. We resolve the Organization-Contact link at migration time by matching the contact's email domain to the Organization's domain field so the Contact Item is connected to the Organization Item during import.

Bento Tags are flat string labels attached to contacts. We export the full tag taxonomy and re-apply them as Monday.com Labels (colored tag pills on Items). If Bento customers use tags for both contact classification and behavioral segmentation, we document both uses during scoping and recommend whether Labels or a separate Tag Column with multi-select values is appropriate for the customer's use case.

Bento Segments are dynamic filter rules built from contact properties and behavioral events. Monday.com CRM does not have a native dynamic segment equivalent. We export the segment definitions as structured rule documents listing each filter condition, property reference, operator, and value. The customer recreates equivalent Saved Filters or Board Groups in Monday.com manually using the imported contact data as the filterable base.

Bento Custom Fields are first-class typed properties on contacts (string, number, date, boolean, choice). We map each by data type to a Monday.com Column: Bento text strings to Text Columns, numbers to Numbers Columns, dates to Date Columns, booleans to Checkbox Columns, and choice lists to Dropdown or Tags Columns. Field labels and help text are preserved. Choice lists with predefined values become Monday.com Dropdown option sets with the same values.

Bento's unsubscribed suppression list is exported separately and applied during migration as a specific value in a Monday.com Contact board Email Status Column (e.g., Unsubscribed). We do not delete or skip unsubscribed contacts; we migrate them as Items with the appropriate status flag so the customer's team can filter them out of outbound email sends manually or via integration rules. We flag this as a required post-migration step for any email-sending integration.

Bento's bounced contact list is exported separately and applied as a distinct Email Status value in Monday.com CRM. Bounced addresses cannot receive outbound email from any integrated sending tool. We set the status to Bounced and recommend the customer configure any email integration (e.g., through Zapier or Monday.com's native email) to read this status before sending.

Bento Campaigns with subject, content, and send history are not migrated as executable records because Monday.com CRM has no campaign or email send feature. We export campaign metadata (name, subject line, send date, recipient count, open rate, click rate) as a structured CSV report and the HTML content as a file attachment. The customer's team uses this as reference material for rebuilding email sends in their chosen email platform (e.g., Klaviyo, Mailchimp, SendGrid) post-migration.

Bento Custom Events track behavioral signals on contacts with named properties and typed payloads. Monday.com CRM has no behavioral event tracking model. We export the full event schema (event names, property names, data types) as a structured reference document. The customer uses this to redesign behavioral tracking using Monday.com Columns, integrations with analytics tools (e.g., Segment, Amplitude), or webhook-triggered automations. Custom Event history attached to individual contacts is not migratable as a timeline; we flag this gap in the migration scope.