Can I move my existing customer list and past bookings into your system when I switch from the software I use now?
General QuestionsCan I move my existing customer list and past bookings into your system when I switch from the software I use now?
Can I move my existing customer list and past bookings into your system when I switch from the software I use now?
Yes, in most cases you can bring your customer list and a history of your past bookings across, though how much comes over depends on what your current provider is able to hand you. The usual route is that you export your records into a plain spreadsheet, with one row per customer or per booking, and we map those columns to the matching fields on your new portal. The cleaner and more consistent that spreadsheet is, the smoother the move, so it is worth spending a little time tidying names, contact details and dates before you send anything over.
There is an important limit to be honest about. Old bookings can be loaded in as records you and your staff can search, read and refer to when a customer calls, but they do not become live bookings you can amend or cancel through the new portal. That is because a confirmed booking still sits with the airline, hotel or supplier it was made with, and any change to it has to go back through the channel it was created on. So for a while after you switch, your team may need to keep using your old access, or go direct to the supplier, for anything still travelling.
Whether the import is included in your setup or treated as separate work depends on your plan and on how much tidying your files need, so please ask before you assume either way. The best next step is to pull a sample export out of your current software, send it to our team, and let us tell you exactly which parts will carry over and which will not.
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