Industries

Trades

Photo boothsDJs and entertainmentCatering and mobile barsPhotographersEvent plannersFlorists and stylistsEquipment and tent rentalVenuesSalons and barbersBridal hair and makeupCleaning businesses

How you work

On your ownWith a teamMore than one brandWeddingsCorporate eventsWith partners
Platform

Sales and customers

Leads and inquiriesOnline bookingProposals and quotesAgreementsCustomer booking page

Running the job

Calendar and schedulingStaff managementInventory and logisticsAutomationsAfter the event

Money and growth

Invoices and paymentsReportsReferrals and partnersBrands and locationsYour data and security
Resources

Help yourself

GuidesPricing calculatorWatch the tourTry a live bookingIntegrations

Choosing Occanovo

Moving from another toolHow Occanovo comparesBook a demo
PricingSign inStart free trial

Home / Moving from another tool

Moving from another tool

Bring your customers and bookings with you in one upload

Most people put off switching because of the typing. You do not have to retype anyone. Export your list from wherever it lives now, as a spreadsheet or an Excel file, and Occanovo reads it. It takes a few minutes.

Start free trial

How the import works

Upload an Excel or CSV file from your spreadsheet or your old booking tool, or copy the rows straight out of a spreadsheet and paste them in. Occanovo matches the columns from their headings, whatever the other tool calls them. When a heading is unusual, AI works out what it means from the heading and the shape of the values. It never sees your customers' names, emails or phone numbers.

Upcoming bookings come across as bookings: on your calendar, with the date, start and end time, the price and what the customer has already paid. Past jobs stay in your customer list with their history.

Before anything is added, it shows you what will happen to every row: who is new, who is already in your CRM, who appears twice, and any detail it could not read. Nothing is saved until you press Import.

The import preview showing rows to be imported and one to check
Demo workspace with invented customers and figures.

Things people worry about

Will I end up with duplicates?

No. Anyone with the same email or the same phone number as someone already in your CRM is left out, and so is anyone listed twice in the file.

Will it email my old customers?

No. Imported customers never get the instant reply or follow up reminders, and adding their bookings sends them nothing. They are marked as imported on their timeline.

What if I get it wrong?

Undo the import for seven days. It removes the bookings it added too. Anyone you have worked on since is kept.

Where to find the export in your old tool

Most tools have an export or download option in their settings or on their contacts list. Look for CSV or Excel. Both work.

Stuck? Press "ask us for help" on the import screen, or email hello@occanovo.com with the name of the tool, and we will tell you where the export button is.

An example

Switching on a Monday morning

  1. 09:00Export contacts from the old system as a CSV file.
  2. 09:05CRM, Import, choose the file. 412 rows read.
  3. 09:06Occanovo shows 398 new, 11 already in the CRM, 3 with no contact details.
  4. 09:07Press Import 398 leads.

The rest of the morning is setting up your packages and connecting Stripe, with step by step help beside each one.

The first 100 businesses get 3 months free.

No card to start. We help you bring your customers and bookings across, and in return we ask for your honest feedback. Your workspace is set up for your country and your kind of business as soon as you sign up.

Start free trial