BoothIQ

Migration

Move your business without starting over.

Export your HoneyBook or CRM data, then move bookings, clients, venues, and supported payment details into BoothIQ.

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1Export from your current platform
2Upload or share the exported data
3Validate and preview records
4Commit through BoothIQ’s official workflows

Two paths

Choose a guided import or a conversational migration.

Both paths use BoothIQ’s canonical booking workflows rather than a second, disconnected data layer.

Guided CSV import

A structured workflow for exported rows.

  • Upload
  • Validate
  • Preview
  • Commit
  • Review row results
  • Match clients and venues

AI-assisted migration

Give exported data to your connected AI assistant and ask it to create records through BoothIQ.

  • Works from exports
  • Uses official MCP tools
  • Supports conversational cleanup
  • Does not log into the source CRM

Validation

See problems before they become production records.

The guided importer validates rows and lets you preview the result before commit. Matching helps reduce duplicate clients and venues.

Preview before commit

Review interpreted booking data before it is written.

Smart matching

Match existing clients and venues where possible.

Canonical tools

Imported records use the normal BoothIQ booking workflow.

Row-level results

See which rows succeeded and which need attention.

Migration FAQ

Accurate expectations before you export.

BoothIQ does not claim a direct HoneyBook API connection. Export your HoneyBook data, then import it through the guided CSV workflow or give the export to a connected AI assistant.

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