Can I move my existing customer details and past bookings into new travel agency software?
General QuestionsCan I move my existing customer details and past bookings into new travel agency software?
Can I move my existing customer details and past bookings into new travel agency software?
Yes, you can usually bring your existing records across when you move to new travel agency software, though how smoothly it goes depends on what shape your current records are in.
Customer details are normally the easiest part. If you can export your contacts into a spreadsheet with names, contact details, passport information and any notes sitting in separate columns, that can generally be loaded in so your staff are not retyping everything from scratch. The tidier the spreadsheet, the better the result, so it is worth taking a little time to remove duplicates and fix the columns before you hand it over. If your records only exist on paper or buried inside old emails, there is no shortcut, but you can add those customers gradually as they come back to you rather than all in one go.
Past bookings are more mixed. They can usually be brought in as historical records, so you keep your sales history and can look up what a customer travelled on before. What they will not become is live bookings you can amend or cancel in the new system, because the supplier who issued them still holds the actual reservation. Anything still due to travel is normally safest handled through the original supplier or portal until the trip is finished, then your new software becomes the single place you work from.
The practical next step is to export a sample of your customers and bookings from whatever you use today and send it over, so you can be told clearly what will map across and what will need filling in by hand.
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