This guide will walk you through the process of migrating your SMS & Email contact lists from Yotpo to BayEngage using our dedicated migration tool. By following these steps, you can seamlessly transfer your list structures and the contacts within them.
To get started, open the migration tool in your browser:
The migration involves three main stages:
API configuration: Configuring the tool by providing API keys from your Yotpo and BayEngage accounts.
List synchronization: Fetching your list structure from Yotpo and recreating it in BayEngage.
Contact synchronization: Migrating the contacts from each Yotpo list into its new BayEngage counterpart.
Prerequisites
Before you begin, please ensure you have an active and valid account for both Yotpo and BayEngage. You will need access to API credentials from both platforms to complete the migration.
Step 1: Configure your API credentials
First, you must authorize the migration tool by providing API credentials from both platforms.
Navigate to the migration tool URL: https://migrate.targetbay.com/yotpo-to-bayengage
In the Yotpo Configuration section, enter the following details:
Yotpo Store ID (App Key): Your unique store identifier from Yotpo.
Yotpo Access Token OR Yotpo Secret Key: To complete the Yotpo configuration, providing one of these keys is necessary. You can use either your Access Token or your Secret Key.
💡 Need help? Click the Getting Yotpo API Credentials link for a step-by-step guide on where to find these in your Yotpo account.
In the BayEngage Configuration section, enter your BayEngage API credentials:
BayEngage Client ID (V1)
BayEngage Client Secret (Private Key) V1
💡 Need help? If you need to generate new credentials, click the View BayEngage API Setup Guide link.
After all credentials have been entered correctly, a confirmation message will appear. "Configuration Complete! Ready to sync...". You are now ready to sync your lists.
Step 2: Sync your Yotpo lists to BayEngage
After configuration, the next step is to fetch the list structure from Yotpo and replicate it in BayEngage. This step does not sync the individual customer contacts yet; it only syncs the lists themselves.
Click the Sync Lists Now button to initiate the process.
The tool will connect to your Yotpo account, fetch all your existing contact lists, and create corresponding new lists in BayEngage.
Once complete, you will see a "Lists Synced" confirmation message and a Sync Results table will appear.
Step 3: Sync your contacts into each list
The Sync Results table provides a detailed overview of the lists that have been created in BayEngage. Now you must migrate the actual customer contacts for each list individually.
Understanding the sync results table
Total Lists / Successful / Errors: A high-level summary of the list sync process.
List Title: The original name of the list from Yotpo.
Status: The result of the list structure sync (e.g., SUCCESS).
Yotpo List ID / BayEngage List ID / BayEngage UUID: Unique identifiers for your lists on each platform, useful for verification.
Action: This column contains the button to sync the contacts for each specific list.
Migrating your contacts
Now, you'll need to sync the contacts for each list individually.
In the Action column, you can find the list you want to sync contacts for.
Click the Sync Now button, which will begin migrating all customer contacts from that specific Yotpo list to the corresponding new BayEngage list.
If a list in Yotpo contains no contacts, the button will be disabled and display No Customers.
Please just repeat this process for all the lists you wish to migrate.
Step 4: Export your sync results (Optional)
For your records, you can download a complete report of the list migration process.
Click the Export to CSV button located at the top-right of the Sync Results table. This will generate and download a CSV file containing all the information displayed in the table (List Title, IDs, Status, etc.) for future reference.