Leave the history. Move the season.

The fastest migration is not a full import — it is your live enquiries, active bookings and current advances, entered once, in an afternoon.

Key facts

How Indian studios actually migrate off Excel

Studios stall on migration because they imagine importing five years of history. They do not need to. Last year’s completed weddings do not need to live in a CRM — they need to live in your archive and your CA’s books.

What matters is the working set: enquiries you are still chasing, bookings that are confirmed but not delivered, and advances already collected against them. That is usually twenty to sixty rows, not five thousand.

Enter those, recreate your three or four standard packages, and the system is live. Every new enquiry from that point lands in the pipeline and the old sheet becomes read-only reference.

The one thing worth doing carefully is advances: record what has already been collected per booking so every balance shown from day one is correct.

A one-afternoon migration

  1. Recreate packages. Your three or four signature wedding and event packages, entered once.
  2. Enter live enquiries and bookings. Only what is still open — with stage, next step and function list.
  3. Record collected advances. So balances are right from the first day instead of the second month.

Why migrations stall

What you get on day one

Built for Indian photography studios planning a move off Excel or Google Sheets. Explore all features · Pricing · Start free · Contact

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Frequently asked questions

Should I import completed bookings?

Usually not. Keep them in your archive and your accounting records; the CRM only needs the working set.

When is the best time to switch?

Just before season, or during any lull — load packages first so the first real quote is fast.

How long does it take?

Most studios are live in an afternoon: packages, open enquiries, active bookings, collected advances.

Is there a trial to do this in?

Yes — 14 days with full access, which is enough to migrate and run real bookings before paying.