Can I move my old bookings and customer details into new travel agency software when I switch from the system I use now?

General Questions
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Asked by Arjun Nair 📅 Sep 4, 2026 4:11 PM

Can I move my old bookings and customer details into new travel agency software when I switch from the system I use now?

Answer

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Answered by Kavita Menon 📅 Sep 4, 2026 4:21 PM

Yes, in most cases you can, as long as you are able to get the information out of your current system first. Customer records, past bookings, supplier details and your staff list can usually be brought into new travel agency software, normally from a spreadsheet or a plain export file that your existing provider gives you.

What transfers cleanly and what does not is worth understanding before you start. Names, contact details, travel dates, destinations, reference numbers and the amounts you charged usually come across without much trouble. Things that live inside the old system's own screens, such as saved vouchers, email history or the live link to a booking held by an airline or a hotel, often cannot be carried over as working records. Older bookings normally arrive as history that you can search and report on rather than as live bookings you can change, because any change still has to go back to the supplier who holds that booking.

How much you can move also depends on your current provider and on your plan. Some let you download everything yourself at any time, some will only produce an export when you ask for it, and a few hand over less than you expect. The work involved depends on how tidy your records are, since duplicates, missing fields and free text notes usually need cleaning before they will import properly.

Before you commit to anything, ask your current provider in writing exactly what export they will give you and in what format, then ask your new provider to run a test import with a small sample of that file so you can see how your records look once they land.

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