Switch to BoothIQ

Bring your existing business. Leave the old workflow behind.

Export your current data and move supported bookings, clients, venues, package information, and payment details into BoothIQ without rebuilding every record manually.

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  1. Exported CSV

    From your current platform

  2. Review and validate

    Map columns, fix errors

  3. BoothIQ bookings

    Clients and venues attached

Guided CSV import

Review your data before it becomes part of your account.

Upload your exported CSV and map its columns to BoothIQ.

Before committing the import, review the records, correct mapping issues, and see which rows are ready.

  • Map exported columns
  • Validate rows
  • Preview records
  • Correct errors
  • Confirm the import
  • Review row-level results
  • Create or match supported clients and venues
Exported row
BoothIQ field mapping
Import result
Event Date: 09/13/2026
Booking → eventDate
Ready to import
Client: Dana Whitfield
Client → name, email, phone
Matched to an existing client
Location: Riverside Hall
Venue → name, address
New venue created
Package: 3 Hour Classic
Booking → package
Needs clarification
Example workflow with fictional data, not a screenshot.

Let your AI help clean up the export.

Connect a compatible AI assistant, provide the exported data, and ask it to create supported records through BoothIQ’s official tools.

The assistant can help interpret inconsistent column names, organize exported information, match it to BoothIQ fields, and identify rows that need clarification.

AI-assisted migration works from data you export. It does not log directly into your current CRM.

You

Import the bookings in this file into BoothIQ. Match existing venues where possible and tell me which rows need clarification.

Result

  • 18 bookings created
  • 11 existing clients matched
  • 7 venues matched
  • 2 rows need clarification
Sample workflow with example numbers. Not customer statistics.

You do not need to switch everything at once.

Import your existing records, use BoothIQ for your next incoming lead, and compare the workflow against the process you use today.

Your current platform does not need to be canceled before you know BoothIQ works for your business.

Accurate expectations before you export.

No. Migration works from data you export from your existing system. BoothIQ does not claim to log directly into third-party CRM accounts.

Your existing data can come with you.

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