Migration Guide

Migrating from Gainsight?
Done in days, not months.

Export your data, run an AI import, invite your team. No professional services. No 90-day implementation. No change management project.

Gainsight migration

90–180 days

+ $20–80k professional services

BentoCS migration

< 2 weeks

No professional services required

Start your migration See the steps

The migration, step by step

Four steps. Most teams finish the same afternoon they start.

Export your data from Gainsight

~30 minutes

In Gainsight, go to Administration → Data Management → Export. Pull your Accounts, Contacts, Health Scores, and Activity History as CSV files. You don't need to export every table — BentoCS needs accounts (customers) and their key metadata.

Export one CSV per object type (Accounts, Contacts, Timeline Activities)
Include fields: Company Name, ARR, Renewal Date, CSM Owner, Lifecycle Stage
Health score history is optional — BentoCS recalculates from day one
Don't worry about formatting — the AI import handles column mapping

Import with AI — column mapping is automatic

~15 minutes

BentoCS uses Claude to read your CSV headers and map them to the right fields automatically. Whether your column is called "Account Name", "Customer", or "Company", the AI figures it out. Review the mapping, confirm, and import.

Upload up to 50,000 rows in a single import
AI detects ARR, MRR, renewal dates, lifecycle stage, and custom tags
Mismatches are flagged before import — nothing goes in silently
Re-import anytime to update existing records (deduplication by name)

Assign CSMs and set lifecycle stages

~15 minutes

Invite your CS team and assign CSM ownership in bulk from the Customers list. Lifecycle stages (Onboarding, Active, At-Risk, Churned) map from your Gainsight stages automatically if the naming is consistent — or you can bulk-update from the list view.

Invite teammates from Settings → Team — they get a one-click signup link
Bulk-assign CSM owner from the Customers list using the filter + edit flow
Lifecycle stage mapping is shown during import — you confirm the mapping

Go live — your team is running

Same day

That's it. Your customers are in, your team is assigned, and health scoring starts from real data. No professional services project. No 90-day implementation. No change management consultant telling you to go slower.

Health scores recalibrate over the first 30 days as activity data accumulates
Playbooks start firing as soon as customers hit trigger conditions
Dashboard shows live KPIs: total ARR, at-risk count, renewals in 30 days

What changes on day one

What you leave behind. What you immediately gain.

What you leave behind

$20k+ professional services invoice
Gainsight implementations routinely run $20–80k in PS fees on top of licensing.
90–180 day implementation project
The average Gainsight rollout takes a full quarter before CS reps see any value.
Opaque, negotiated pricing
Gainsight pricing is not public. Your renewal rate depends on how hard you negotiate.
Manual health score calibration
Gainsight health scores require manual signal weighting by admins. No AI baseline.
A UI 60% of your team ignores
Most CS reps use Gainsight for less than 20% of its features. The rest is shelfware.

What you immediately gain

AI-native health scoring
Scores calibrate from your actual customer activity data — no manual weight-tuning required.
AI QBR generator
Produce client-ready quarterly business review decks from account data in minutes.
Smart playbook triggers
Playbooks fire based on full account context, not just rule-based threshold conditions.
Transparent seat-based pricing
$29/seat/month. No implementation fees. No surprise renewal invoices. Cancel anytime.
A UI your team actually uses
Built for CSMs, not RevOps admins. Clean, fast, and focused on the workflows that matter.

Common migration questions

What data can I bring from Gainsight?

Everything that matters: company/account records, ARR, renewal dates, CSM assignments, lifecycle stages, and activity history. BentoCS ingests standard CSV exports from Gainsight's Data Management export. You don't need to clean or reformat — the AI import handles column mapping automatically.

What about my health scores and history?

Historical health score data from Gainsight is stored in a proprietary format and usually isn't worth migrating. BentoCS rebuilds health scores from your customer activity data starting day one. Within 30 days, scores are as accurate as — usually more accurate than — what you had in Gainsight.

Can I migrate during an active Gainsight contract?

Yes. Most teams run BentoCS in parallel for 2–4 weeks while data settles, then cancel the Gainsight contract at renewal. You're not locked into an overlap — BentoCS is month-to-month, so you can cancel anytime. We recommend completing your import and running in parallel for one sprint before cutting over.

What if my CSV has unusual column names?

That's exactly what the AI import is built for. Whether you have "Acct Name", "Customer Organization", or "Company", the import maps it correctly. You review the suggested mapping before anything is imported, and you can override any field.

Do I need IT or RevOps to complete the migration?

No. The migration is self-serve. You need access to your Gainsight admin panel to export data, and you need admin access to BentoCS to run the import. A CS ops person can do the full migration in an afternoon — no engineering involvement required.

What happens to my Gainsight playbooks and automations?

Gainsight playbooks don't export in a portable format, so you'll re-create them in BentoCS. Most teams take this as an opportunity to simplify — the typical Gainsight customer has 40+ playbooks, 20 of which are stale. BentoCS's smart trigger system usually replaces 30 manual playbooks with 8 well-scoped ones.

Your team could be live today

Ready to make the move?

Sign up, import your Gainsight export, and go live — all in the same session. No professional services. No implementation project. No surprises.

Start migrating today Compare BentoCS vs Gainsight

Questions? Book a 20-minute migration walkthrough — we'll walk through your specific data export together.

Migrating from Gainsight?Done in days, not months.