Can I bring my old customer records and past bookings into the new software when I switch over?

General Questions
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Asked by Naveen Gupta 📅 Sep 29, 2026 1:16 PM

Can I bring my old customer records and past bookings into the new software when I switch over?

Answer

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Answered by Kavita Menon 📅 Sep 29, 2026 1:26 PM

Yes, in most cases you can bring your old records across, although how much comes over depends on what you are able to get out of your current system. Customer details such as names, contact information, passport data and past travel history can usually be imported if you can export them into a spreadsheet or a similar file. The cleaner and more consistent that file is, the more of it lands correctly the first time.

Past bookings are the harder part. A booking that is finished and only needs to sit in your records for reference can normally be brought in as history, so your staff can search it and your accountant can see it. A booking that is still live, where the travel has not happened yet and it may still need a change or a cancellation, usually cannot be moved in a way that lets you manage it from the new portal, because the supplier holding that booking still knows it under your old arrangement. Those are generally best handled where they were made until the travel date has passed.

It also helps to be honest about how much history you really need. Many agencies find that two or three years of customer records and closed bookings is plenty, and trying to move everything they have ever sold slows the changeover down for very little gain.

Before you fix a date for the move, export a sample of your customer list and your booking history from your current system so it can be looked at and you can be told plainly what will and will not carry over, and keep the old system readable for a few months after you go live in case you need to check something.

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