Can I move my existing customer list and past bookings into new travel agency software?
General QuestionsCan I move my existing customer list and past bookings into new travel agency software?
Can I move my existing customer list and past bookings into new travel agency software?
Yes, in most cases you can bring your customer list and your past bookings across, but how much comes over depends on what you are able to export from your old system. If your current software or even your spreadsheet can give you a file of customer names, contact details and booking records, that file can usually be loaded in before you go live, so your staff are not starting with an empty screen on day one.
Customer details are the easy part. Names, addresses, phone numbers and email addresses sit in simple columns and move across cleanly. Past bookings are harder, because every system stores them in its own way, and supplier references, ticket numbers and payment records may not line up one for one. When that happens the old bookings are normally brought in as history your staff can read and search, rather than as live bookings, because a booking made in another system cannot be changed or cancelled through a new one.
There are limits worth knowing about. Your old provider has to be willing to release the data, and some will only give you a partial export or none at all. You should also only carry over the customer information you have a proper reason to keep, since that data belongs to your customers and not to the software.
Before you settle on a switching date, ask your old provider for a sample export and check that it really contains the fields you care about, then agree with us what will be loaded and what will simply be left behind.
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