Can I move my existing customer and booking records across if I switch to new travel agency software?

Yes, in most cases you can bring your existing customer and booking records into new travel agency software, though how much comes across depends on what your current system allows you to export.

The usual way this works is that you ask your current provider for a full export of your data, normally as a spreadsheet or a similar file. Customer names, contact details, addresses, traveller document details and past booking summaries can all be read from a file like that and loaded into the matching fields in your new system. Where the columns in your file do not line up with the fields we use, someone has to tidy the file first, so it is worth asking for that export early rather than on the day you want to switch.

There is one limit worth being honest about. Old bookings normally come across as history only, so you can look them up and see who travelled and what was paid, but you cannot amend or cancel them through the new system, because the supplier still holds the original reference. For that reason most agencies keep anything still due to travel in their old system until those trips are finished, or handle changes directly with the supplier, and use the new software for everything booked from the switch onwards.

Your next step is to request a complete export from your current provider and check that it really contains the customer and booking information you care about, then send us a sample of that file so we can tell you which parts can be loaded straight in and which would need tidying first.