Migrating From Another Platform

Ready to switch to JourneyFuse? This guide walks you through how to export your data from the most common travel agency platforms so you can import it using JourneyFuse's CSV import tool.

Export before you cancel. Most platforms delete your data when your account is closed. Always confirm you have a complete export in hand before canceling any subscription.

We Do the Migration for You — Free

You don't have to run any of this yourself. Open a migration request and send us your export files — attach them to the request, or reply to the ticket email with them, whichever is easier. We analyze everything and build you a migration dashboard right inside your support ticket: what we found (clients, trips, bookings and their value), any questions that need your input — each with our suggested handling, so answering is usually one click — and live progress through every stage, from Files received to Import complete.

Two things stay in your hands the whole way:

1. Nothing is imported until you review the plan and click Approve & start import. The dashboard shows you exactly what's about to land before a single record is written.
2. When the import finishes, you get a final summary to confirm — a "Looks good — wrap it up" check, so the migration only closes when the numbers look right to you.

Our team loads your contacts, rebuilds your trips and invoices, and records any prior payments so your balances are correct from day one.

Start your free migration

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Tern

Tern has strong self-serve CSV export, so most of your data can be pulled without a support request. You own your data and can export it anytime.

Your trips come across, and the trip list itself is one download. In Tern's Reporting section, open Agency Trips (on an independent advisor account it is called Your Trips), and on the table of trips use the three-dot menu, then Download, then CSV. That file carries each trip's name, status, travel start and end dates, lead contact and advisor. Send it alongside your bookings export and we rebuild your trips with the right names, dates and balances.

Moving a team? One person pulls the files, not every advisor

Tern's reports come in two versions. The Your versions (Your Trips, Your Clients) hold only the book of whoever ran them. The Agency versions (Agency Trips, Agency Clients, and the agency bookings report) hold every advisor's work in one file, with a column naming the advisor on each row. Your advisors do not each need to export their own.

So for a team, the owner or an admin with agency reporting runs the downloads below once, and we place every trip, booking and client under the advisor who owns it in Tern. Two things make that work:

• Add each advisor to JourneyFuse before we load. We match Tern's advisor name to your team. Work belonging to someone who is not on your team yet lands with the owner, and we move it across once they join.
• Use the Agency version of each report. A Your Trips or Your Clients file downloaded by the owner is the owner's book only, and every other advisor's trips then have no client to attach to. On one agency's first pass, 77% of two advisors' booking clients were missing for exactly this reason.

If you are an advisor under a host agency and only see the Your reports, that is fine: they are your whole book, and you send them yourself.

Contacts (self-serve)

1. Go to the Contacts page
2. Use the Export option to download your contacts as a CSV
3. The export includes contact details and passport data (see Tern's article "Exporting Contacts with passport data to CSV" for the full column list)

This CSV maps directly into JourneyFuse's client import.

For a team, make sure the export covers every advisor's contacts, not only the person running it. Reporting's Agency Clients report is a useful second file: it lists every contact in the agency with its owner, which is how we catch anyone the Contacts export missed. It carries no passports, and its birthdays have no year, so send it as well as the Contacts export, never instead of it.

Bookings, commissions, and payouts (self-serve)

Tern's commission area exports booking and commission history to CSV:

1. Open the Commissions / Reconciliation area
2. On the Bookings tab, filter down to the data you want, then click Export in the top right
3. On the Payout Statements tab, click Export to download commission and payout records

Tern has two different bookings exports, and one is much better than the other. Take the fuller one if your account offers it:

The difference is bigger than it looks. On one recent migration the shorter file held 917 bookings and the Reporting one held 1,287 of the same advisor's bookings, so it is worth a minute to look. The filename tells you which you have: a Reporting download ends in the date (-2026-07-28.csv), a table export ends in a timestamp (_20260728_123557.csv). The Back office Bookings page's own Export button produces the shorter file, and that page has no way to add columns, so do not look for one there.

The second carries what you were actually paid, not just what was estimated, plus the agency-income split. Edit Columns on that same report also offers Total Paid, Balance Due and Final Payment Due Date, so one download can carry balances as well as commission — add them if they are there. If you only have the first, send it anyway — it rebuilds your trips fine, it just can't tell us which commissions have already landed.

Not every account has a bookings report in Reporting. The Reports list is set by your plan and, on a host-agency account, by your host — some carry Agency Clients, Agency Trips and the commission reports with no bookings report at all. If yours has none, you are not missing a setting: send the table export above for the bookings themselves, and the balances export below for the money. Tell us which reports you do see and we will name the right ones.

Three things neither export has, worth knowing before you go looking:

• End dates come from Reporting only. Every table export gives a start date and nothing else, so trips imported from one alone arrive as single-day. The Agency Trips download has the travel end date on every trip, so send that one too if your trip lengths matter to you.
• The client is a name, not an email. Bookings match to clients by name, so send your contacts export in the same batch and make sure the names are spelled the way Tern has them.
• Only the lead traveler, for individual trips. A Tern booking records one client, so a couple on a non-group trip arrives as one name on the booking. For a group, Tern does export every traveler in every cabin. See below.

What each client has paid: add three columns to the bookings report

In the Reporting bookings report, use the three-dot menu on the table, choose Edit Columns, and add Total Paid, Balance Due and Final Payment Due Date. Then download it from the same menu with no date range. That one file carries what every client has paid across your whole history, travelled trips included, and it is the version to send.

Your Bookings page also downloads a payments view with Total Paid, Balance Due and the next payment due, but it covers open bookings only, inside a booking-date range, so it cannot show the money on a trip that has already travelled. It is fine as an extra; it is not a substitute for the columns above — and it is the one to send if your account has no bookings report to add columns to. Clear the filters before you download: that page remembers the last supplier, group or date range you looked at, and a filtered download quietly covers a fraction of your book. On its own it has no travel dates, no booking date and no commission, so trips built from it alone arrive undated with no commission history.

Only bookings marked Booked appear in the bookings report. If your team tracks some bookings without flipping them to Booked in Tern, they are not in that file, and neither is their money. Mark them Booked and download again, or tell us, and for a group we take the cabins from the group's Travelers export instead.

Download from the table, not a summary tile. A Tern report opens on summary tiles with the table underneath, and each tile has its own three-dot menu. A tile's download is a one-row file holding a single number, saved under the report's name. Scroll to the table and use its menu; the right file has one row per trip or booking.

The payments view also lists quotes next to bookings. On one recent group sailing, 37 of 50 rows were cabin options the advisor had priced but nobody had booked, including five rows against a single real booking. Send it as it comes and we filter those out. If you are importing it yourself, keep only the rows that are booked, carry a confirmation number, or already show money paid.

Your second traveler: in a group export, yes; on an individual trip, no

If the trip is part of a Tern Group Trip, every traveler is exportable. Open the group in Tern, go to Travelers, use the three-dot menu, then Download, then CSV. The file is named <agency>_grp_<group name>_travelers_<stamp>.csv and holds one row per traveler: name, email, phone, date of birth, the full passport block, confirmation number(s), room, and the cabin's cost, paid and balance. One export per group. Send those alongside your bookings file and we place every cabin, with everyone in it, onto the right sailing.

For an individual (non-group) trip, there is no second traveler in any Tern export. A Tern booking holds one client name, which Tern documents as the lead traveler, and a Tern trip attaches to one contact. There is no additional-traveler field to add, so this is worth not spending a week looking for.

The good news is that you almost certainly already have those people. Companions are separate contacts in Tern, so they come across with your contacts file as clients in their own right. What is missing is only the link between a booking and the second person on it, and there are three ways to rebuild it:

• From your contacts. Where two people share a surname and a phone or email, our import already puts them in the same household, and we can add the partner to the trip from there.
• From the supplier. The cruise line or tour operator's rooming list names every traveler and every cabin. That is the authoritative manifest.
• By hand, on the trip. Open the trip, add the traveler, and payments can then be split between them from the invoice.

Tell us which of these you have when you send your files and we will do the linking as part of the migration.

Load your commission history yourself (self-serve)

That bookings CSV imports straight into JourneyFuse — no support ticket needed if all you want is your commission history:

1. Go to Commissions and open Quick Add → Import commissions (CSV)
2. Choose the type (Trip for most Tern bookings) and, if the file has no Supplier column, a default supplier
3. Upload the file. The Tern columns map themselves — Supplier, Client, Booking Date, Start Date, Conf #, Est. Commission, Agent, and Status are all recognised
4. Check the preview count, then import

A few things worth knowing before you do:

• Cancelled bookings are skipped. Rows whose Status says cancelled or void are left out, so a dead booking never shows up as commission you are still owed. Every other status imports.
• Total Cost comes across as the sale amount, so your sales volume is right and not just your commission. That matters if your supplier tiers are set by volume.
• Expected Commission Date comes across too. It is recorded as the date the supplier is expected to pay, which is what your overdue views and chase emails count from — so a commission Tern already considered late arrives here already late, instead of looking current until the travel date passes. (The Back office export's Daily Expected Commission Date maps the same way.) This used to be the one column we ignored; it now has a home.
• Owners and admins can import for the whole team in one file — the Agent column is matched against your roster, and a name that doesn't match is reported instead of being quietly recorded as your own sale.

This loads commissions, not trips. Each row becomes a logged commission. It does not rebuild trips, bookings, invoices, or balances, and it does not create client records (an existing client is linked when the guest matches one). If you want your trip history rebuilt properly, send us the file and we will do the full migration — see below.

Where else the export lives

The bookings export sits in more than one place, and not every Tern account has all of them:

1. Reporting, then a bookings report, then the three-dot menu on the table, Download, CSV. The most complete one. Agency-wide reports are restricted to Tern account owners and admins. On a team, that person runs them once for everyone (see Moving a team). If you sit under a host agency you may only see the "Your" versions, and those are your whole book.
2. The Back office → Bookings or Commissions / Reconciliation view's own Export button, described above. Same ten columns from either.
3. Failing both, select all the rows in the bookings list and paste them into a spreadsheet. That works fine for us.

Send the file unedited. Guessing at columns is our job, and tidying it up first tends to remove the very fields we match on.

What does not come out of Tern

What Tern does not export, so plan around it rather than hunting for it:

• Day-by-day itinerary prose. No export carries the written itinerary. The shape of a trip is recoverable, though: the Bookings not yet marked Booked report in Reporting lists every dated plan item (hotels, tours, flights) with its trip name, product type, start date and supplier, and we rebuild the trip skeleton from it. It is a very large file that also contains every priced-but-unbooked cabin option, so send it to us rather than importing it yourself.
• Individual payment records. The paid columns above carry each booking's total paid and balance due, which is enough to carry balances across. What Tern does not export is the payment-by-payment ledger (dates and amounts of each deposit), so if that history matters to you, a spreadsheet of what each client paid and when, from your own records or your host agency's, can be loaded alongside the bookings.
• Templates, forms, and workflows. Tern exports contacts and bookings and nothing else, so there is no file to ask for. Your email templates, forms and task lists still come across by paste or by link, and most of what you built is already sitting in your new account, see Your templates, forms and task lists come with you below.

One quirk worth knowing: a Tern trip still marked New Request or Inbound exports no bookings at all, and shows a $0 total, even when real deposits have been taken against it. If bookings seem to be missing from your file, convert those trips out of New Request in Tern and export again.

What to gather before you switch

To make the migration complete, export everything you can:

For a team, the owner or an admin gathers all of these once, using the Agency version of each report. Individual advisors do not need to export anything.

• Contacts with passport and traveler details, covering every advisor, plus Agency Clients from Reporting on a team
• Agency Trips from Reporting (Your Trips on an independent advisor account), for trip names, statuses and end dates
• The bookings report from Reporting, with Total Paid, Balance Due and Final Payment Due Date added through Edit Columns and no date range, for bookings, commission and what each client has paid
• Bookings not yet marked Booked from Reporting, which we use to rebuild each trip's day-by-day outline
• Group Travelers exports, one per group, if you run group trips
• Notes attached to contacts or trips

Switching over on a set day? Keep working in Tern until then, and download the same set again on the evening before. We load it as a top-up, adding trips, bookings, clients and payments created since your first files without duplicating what is already here. Include Agency Trips in that set too, since a trip started in Tern that has no booking yet only appears there.

If anything isn't covered by a self-serve export, email Tern support to request a complete data export before you cancel:

Subject: Complete Data Export Before Switching Platforms

Hi Tern team,

We're migrating to a new platform and want a complete export of our data. We've already pulled our contacts and bookings CSVs. Could you also send any notes recorded against contacts or trips, and a payment-by-payment ledger of client deposits against each booking, if such a report exists? CSV or Excel is ideal.

Don't ask Tern support for your itineraries. There is no written-itinerary export and asking produces a round trip and a no. The trip skeleton comes from the Bookings not yet marked Booked report described above, and for a booked trip our supplier and confirmation-email imports rebuild most of the rest rather than you typing it in.

Contact: Tern support via the in-app help widget or help.tern.travel

Tip: Tern offers hands-on migration assistance for agencies and larger hosts. If you have a high booking volume, ask them about a guided export before you start.

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TESS (Travel e-Solutions)

TESS has no single "export everything" button. Data is spread across a few separate export areas, and trip/booking history requires contacting TESS support directly.

What you can export yourself

Client list:

1. Go to the Clients page
2. Click the Import/Export button (upper right)
3. Select Export to Excel
4. Downloads as client.export.date.MM.DD.YYYY.xlsx — first, middle and last name, birth date, telephone, email, the address block, and Agent Name

⚠️ This export does not include passport data or anniversaries, despite being the file most people assume carries everything. It is thirteen columns. Passport numbers have to come from the bookings workbook you request from TESS support, or be re-entered.

Commission data (Agency Admin only):

1. Go to Commission > Paid
2. Click the Import/Export button
3. Select Checks Paid
4. Set your date range and download — check date, check number, recipient, and amount

⚠️ Checks Paid carries no booking number, so it can total what you were paid but cannot put commission against the trip that earned it. For commission that attaches to bookings, ask TESS for Rolling Commission Earned, which has a Booking Number column on every row.

Agent/user list (Agency Admin only):

1. Go to My Account > Agents
2. Click Export to Excel

What requires a support request

There is no bulk export for trip or booking history. TESS offers custom reports on the Advanced plan, but these are built by TESS staff for you — not a self-serve report builder. There is also no documented way to export trip notes or client notes.

Email TESS support to request a full data export before migrating or canceling your account:

Subject: Data Export Request for Agency Migration

Hi TESS Support,

We are migrating our agency data to a new platform and need a complete export. We've already pulled our client list. Could you please provide:

1. The Extended Booking Report, with the Trips, Bookings, Payments and Commissions tabs
2. If that report isn't available on our plan: a single workbook with three tabs — bookings, payments (one row per payment), and client notes
3. Rolling Commission Earned, so our commission history carries booking numbers

Please make these agency-wide rather than filtered to my login, with the Agent Name column included, and send in Excel format. Thank you.

🚨 Name the tabs you want, or you will not get them. That workbook is assembled by hand at TESS, and across four we've received, no two had the same tabs — one arrived with no payments tab at all. A vague "bookings report" request can cost you a week and come back without your payment history.

🚨 Ask for it agency-wide. Every TESS report is filtered to whoever is logged in, so an owner's export contains the owner's book and nobody else's. An agency-wide copy carries an Agent Name column, which lets each advisor's clients and sales be filed under their own name in one pass instead of queueing advisors up one at a time.

Contact: support@travelesolutions.com

Important: TESS deletes account data upon cancellation. Export everything before you cancel.

Your templates, forms and task lists are not in any of this, and they do not need to be. They come over by paste or by link, see Your templates, forms and task lists come with you below.

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TravelJoy

Everything you need to rebuild your trips, invoices and commission history in JourneyFuse is self-serve, in two reports you can pull today. Start there rather than with a support request.

Do not wait on a full data export from TravelJoy support. Advisors who ask are being told the export cannot be produced and that trips have to be downloaded one at a time. You do not need it. The Commissions and Sales report below carries the same trips, invoices, suppliers, dates and amounts, and it is a report you can run yourself in a couple of minutes.

Step 1 — Clients (self-serve):

1. Go to Clients in the left navigation
2. Click the three-dot menu (top right, next to "Add Client")
3. Select Export Clients
4. A CSV downloads automatically

The file downloads as traveljoy_clients.csv and it is genuinely rich — 46 columns covering passport, birthday, wedding anniversary, notes, tags, and your travel preferences (seat, bed, meal, hotel, vibe and activity). It maps straight into JourneyFuse's client import, so it is worth pulling even if you have already typed some clients in by hand, because re-uploading it fills in the fields that were blank.

What's NOT included in the client export: trip and booking details, invoices, payment records, notes on trips, and activity history. Those come from the report in step 2.

Step 2 — Trips, invoices and commissions (self-serve):

Run TravelJoy's Commissions and Sales report and export it twice, because the two views carry different things and we use both:

• The by-trip summary — four columns, Trip, Total Sales, Total Commission and Avg Commission %. On its own this one is not your booking history: no client, no supplier, no dates, no confirmation numbers. It is still worth sending, because it is the only place your host agency split is recoverable from, so older bookings at 70% and newer ones at 75% land the way they actually happened instead of being assumed.
• The detailed line-item view. This is the important one, and it is a different view of the same report rather than a different report. It carries travel dates, suppliers, invoice numbers and confirmation numbers, which is what turns a dollar total into a trip you can click into. If what you downloaded has only those four summary columns, you have the wrong view — look on the report for a details or line-item option before concluding it is not there.

That pair rebuilt one advisor's entire TravelJoy history: 46 trips, 90 bookings and 45 commissions, reconciling to the penny against their own export.

Save it as CSV or Excel, not PDF. The detailed view is a very wide table, and printing it to PDF slices the columns into separate strips stacked down the page, so the file opens looking like a two-column list of names with none of your dates, suppliers or amounts. The data is still in there, but not in a form anything can read back reliably. Our importer accepts .csv, .xlsx and .xls.

Step 3 — What no TravelJoy export carries:

Notes, activity history, documents and proposals have no bulk export. Group booking pages do not export either, but a live one is readable from its public link, so send us the link rather than rebuilding it. If a handful of trips hold detail that matters and is nowhere in the reports, download just those and send them over. There is no need to do that trip by trip for your whole account.

Ask anyway, if you have time before cancelling. It costs one email and occasionally produces something useful. Treat it as a bonus rather than the plan, and never delay cancelling or migrating while you wait on it:

Subject: Complete Data Export Before Account Cancellation

Hi TravelJoy team,

I'm preparing to migrate to a new platform. I've already exported my client list and my Commissions and Sales report. I'd like to request whatever you can provide of: (1) all trips and bookings with client associations, supplier names, travel dates, and amounts, (2) all invoices and payment records, (3) any client notes or activity history.

Please send to [your email]. I'll cancel my subscription after confirming the data was received.

Contact: hello@traveljoy.com

Step 4 — Load it yourself, or send it to us:

Owners, admins and advisors can run this without a support ticket (an advisor's import files everything under them). Go to Settings → Data Import and open the TravelJoy importer, or go straight to /imports/traveljoy. Drop both exports in, in either order and under whatever name your browser gave them, and you get a per-trip preview before a single row is written. Check those totals against what TravelJoy shows you, then import.

A few things worth knowing about how it lands:

• Trips are grouped by traveller and travel dates, not by name. TravelJoy names most trips <Client>'s Trip, and one client's name covers several unrelated trips, so grouping on it would fold a client's whole history into one row. Trips TravelJoy never really named come across dated instead, like "Emma Nix — March 2027".
• Refunds are netted into the booking they belong to, so a refunded cruise comes across as one cancelled booking at zero rather than a real charge sitting beside a negative one.
• An invoice covering several suppliers splits into a booking each, so the breakdown you need to reconcile a commission later survives.
• Your split is recovered per trip from the summary export, so older bookings at 70% and newer ones at 75% land the way they actually happened.
• Running it twice imports nothing the second time. Bookings already in your account are recognised and skipped, so a re-run after adding a file is safe.

Or send it to us and stop there. Open a migration request and attach your client export and both versions of the Commissions and Sales report — or reply to the ticket email with them. Your ticket becomes a migration dashboard showing what we found and your Approve button, and our team runs the import. Either way, do not load supplier confirmations one at a time while you wait. Those come across with the rest.

No TravelJoy export carries your templates or task lists. They are in neither report, and they are not in anything TravelJoy support can send you. That is worth knowing before you spend an evening looking for the button. You do not have to rebuild them by hand, though, because they come over by paste — see Your templates, forms and task lists come with you below.

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Travefy

Travefy has a self-serve contact export. There is no bulk export of your itineraries, and asking support for one will not produce one — Travefy has confirmed in writing that trip and itinerary content cannot be exported. Your trips are still recoverable, one link at a time, and JourneyFuse reads them directly.

Your bookings and commissions do export, even though your itineraries don't. Travefy's bookings export carries booking reference, confirmation number, booking amount, your expected and already received commission, the commission split, traveler name and email, supplier, travel and booking dates, the date each commission is expected to be paid, trip name, status and payout name.

JourneyFuse reads that file directly. Go to Commissions → Quick Add → Import commissions (CSV) and upload it — the columns map themselves, including the received-commission and payout columns, so your banked commission arrives as banked rather than as a pile of zeroes. No support ticket needed.

Your ExpectedOn dates come with them. That is the date each supplier is due to pay you, and it is what JourneyFuse counts "days overdue" from — so anything Travefy already had marked Overdue arrives here already flagged, rather than looking current until the trip travels.

One thing about that file is still worth knowing before you send it: the trip name column is usually empty, even though it exists, so the bookings arrive as commission records rather than attached to the trips you import in Step 2 — we match them up by traveller and travel date.

If your Travefy account has no bookings export, the feature may not be switched on for your plan. Send us whatever you can get and we will work from that.

Step 1 — Contacts (self-serve):

1. Click your name in the top navigation bar
2. Select Account from the dropdown
3. Click the Data tab on the left
4. Click Export — a CSV of your contacts downloads automatically

The export is eleven columns: first and last name, email, phone, address, labels, birthday, anniversary, who created the contact, and the created and last-updated dates. It maps straight into JourneyFuse's client import.

There is no passport data in this export, and no notes. Notes have no second route.

Passport data has a second route, and it works. In Travefy, open the Contacts tab, turn the passport columns on, and use Export Current View. Confirmed 3 September 2026 by an advisor who moved 59 contacts that way: passport number, expiry date, issue date, country of issue and nationality all came across for the travelers who had them filled in. Full name as printed on the passport, gender and place of birth are not in that file, so those still come from a passport scan or from re-entry.

Two things to expect. The passport columns usually match on their own, but some Travefy exports write the headings without spaces, and those can arrive unmatched on the import screen. If that happens, pick the JourneyFuse field for each of them from the dropdown once. And where a passport was scanned into Travefy rather than typed in by hand, the number column can carry the whole machine-readable strip from the bottom of the passport instead of just the number. The real number is the first nine characters, so it is worth a glance down that column before you import.

Step 2 — Trips (paste the share link):

Every Travefy trip you have shared with a client has a share link, and JourneyFuse reads the full itinerary out of it — days, flights, hotels, times, timezones, confirmation numbers and prices — along with who is travelling.

1. In Travefy, open the trip and copy its share link. Travefy uses two formats and both work here, so paste whichever one you have: travefy.com/trip/itinerary/… (what the Share dialog gives you to send a client) or travefy.com/trip/…
2. In JourneyFuse, open the trip and click the Itinerary badge in the trip header
3. Click Import, choose From URL, paste the link, and import

The travelers come across with the trip. The share link names everyone on it, and when you add the imported itinerary JourneyFuse puts each of them on the trip's travel party — the trip's client first, then every co-traveler it can match to a client in your account. Travefy only shares a first name and a last initial (“Kate G”, never “Kate Green”), so a traveler is added only when exactly one of your clients answers to that name. Anyone it cannot place, or could place two ways, is named in a message after the import rather than guessed, and you add them from the trip's Travel Party card. Import your Travefy contacts in Step 1 first, so the names have someone to land on.

Confirmation numbers and prices land on the matching itinerary block — open a hotel or flight in the itinerary to see them.

If your trips live on your own web address, paste those links as they are. Travefy serves trip pages under an advisor's own domain, so your links may read trips.youragency.com/trip/itinerary/… rather than travefy.com. Those work the same way and need no editing. Do not try to rewrite them back to a travefy.com address — the two carry different codes and a hand-edited link will not open.

If a trip has never been shared, turn sharing on in Travefy first — an unshared trip is not readable from the link. A per-trip PDF export works too if you would rather send those.

Step 3 — Commission history: the bookings export above, loaded through importing commissions from CSV. If your account has no such export, commission history comes from your host agency or your own records instead.

What Travefy genuinely cannot give you is day-by-day itinerary content in bulk, and notes on contacts. The itineraries come back through the share links in Step 2; notes have to be re-entered.

Send us the links and we'll do it. Open a migration request and paste your Travefy trip links into it — or reply to the ticket email with them — and our team will rebuild the trips, attach the right clients, and record prior payments so your balances are right from day one. You do not have to do this trip by trip yourself.

Your templates, forms and task lists are not in any of this, and they do not need to be. They come over by paste or by link, see Your templates, forms and task lists come with you below.

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ClientBase / Trams (Tres Technologies)

ClientBase is one of the most commonly used legacy platforms, and also one of the most complex to export from. The self-serve tools cover client profiles but not booking history (Res Cards) — for a full export you'll likely need professional help.

Self-serve export — ClientBase Windows:

1. Run a search/query of your clients
2. Go to File > Export to Excel (or CSV)
3. Use Select Columns before exporting to choose what fields to include

Self-serve export — ClientBase Online:

1. Use the Merge to File (Export) feature
2. Can export client profiles and address data to CSV

What CAN be exported via self-serve: client names, addresses, phone numbers, email, traveler info (passport numbers, etc.)

What CANNOT be exported via self-serve: Res Cards (booking history), travel history, activity history, and notes with full fidelity.

For a full migration including booking history, contact Tres Technologies and ask about their Tres Certified Consultants (TCCs) — independent specialists who perform full database extractions:

Subject: Data Migration Export — Full Database Extract Needed

Hi Tres Technologies support,

We are migrating our agency from ClientBase [Windows / Online] and Trams Back Office to a new platform and need a complete export of: (1) all client profiles with contact info, traveler data, and custom fields, (2) all Res Cards and booking history, (3) Trams Back Office transaction history, commission records, and financial data, (4) activity and notes history.

We understand a Tres Certified Consultant may be needed for the full Res Card and booking history extraction. Could you recommend a TCC with migration experience?

Contact: support@trestechnologies.com

Your templates, forms and task lists are not in any of this, and they do not need to be. They come over by paste or by link, see Your templates, forms and task lists come with you below.

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PIE

PIE has the most complete self-serve export of any platform on this page. Both files come out of the export area as Excel, and between them they carry nearly everything JourneyFuse needs.

Reservations (PIE_All_Reservations_<date>_Export.xlsx) — 28 columns, and unusually it includes both a start and an end date:

Confirmation #, Booked Date, Booking Supplier, Advisor Name, Client Name, Client Email, Trip Code, Trip Name, Reservation Category and Sub Category, Reservation Title, Destination, Supplier with email/phone/address, Start Date and End Date, Reservation Status, Payment Status, Payment Due Date, Payment to Supplier Status, Total Price, Total Net, Total Commission, Commission Received, and Commission %.

That is enough to rebuild trips with real date ranges, correct balances, and commission that attaches to the right booking — no support request needed.

CRM contacts (PIE_CRM_Contacts_<date>_Export.xlsx) — 126 columns, including passport and visa details, emergency contacts (primary and secondary), billing address, special requests, full travel preferences (air, accommodation, cruise, pace, interests), and ten loyalty program slots.

Send both and there is very little left to do by hand. The one thing to watch: the contacts export is wide enough that some spreadsheet tools truncate it, so send the file as PIE produced it rather than re-saving it.

Your templates, forms and task lists are not in any of this, and they do not need to be. They come over by paste or by link, see Your templates, forms and task lists come with you below.

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Other Platforms

TravelWorks

TravelWorks is primarily a back-office accounting system. Exports are available through their reports module.

• Call 1-877-282-4556 or use the contact form at travelworkssolution.com/contact
• Request Excel/CSV reports for: client list, booking history, commission records, and invoices

Dolphin Dynamics

Dolphin is an enterprise mid/back-office system with 60+ built-in report types. Contact your account manager or email info@dolphind.com to request a data migration export.

Sabre Agency Manager

For Sabre Agency Manager (SAM), log a case through the Sabre Hub at sabre.com/support-agencies/ or call 1-877-367-2269 and ask for the Agency Migration team. Request: client profile export, booking history, and commission data. Sabre offers a complimentary profile migration service for agencies transitioning off SAM.

Your templates, forms and task lists are not in any of this, and they do not need to be. They come over by paste or by link, see Your templates, forms and task lists come with you below.

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Your Templates, Forms and Task Lists Come With You

No platform on this page exports your email templates, your forms, or your task lists as a file. Not Tern, not TESS, not TravelJoy, not Travefy, not ClientBase, not PIE. They are in none of the exports above and they are not in anything the vendor's support team can send you, so it is worth knowing that before you spend an evening looking for the button.

You do not have to retype any of it. All three come over by paste or by link, and much of it is already in your account:

• Most of it is already here. A new JourneyFuse workspace arrives with 88 client email templates grouped into supplier packs, plus the automations that send them at the right moment, covering the cruise lines, Walt Disney World, Disneyland, Universal, international travel and group travel. Look through Automations — its Emails tab holds the client email wording — before importing anything, because much of what you built in your old platform is likely sitting there already.
• Email templates come over by paste, a whole library at a time. Go to Automations, open the Emails tab, click New email, then Import emails from another system, and paste your templates in. Formatting, links and images come across, and placeholders like [First Name], {{first_name}} or <<Client>> are matched to the JourneyFuse merge field that fills them in when the email sends. Paste one template or paste a document holding all of them, separated by a line of dashes or a "Subject:" line, and each one comes back as its own template with a tick box for the ones to keep. Screenshots and PDFs work too, up to ten at a time. Nothing saves until you have reviewed it, and nothing you save sends itself.
• Task lists come over by paste, several at a time. Copy the steps out of your old platform, then go to Library → Templates → Task lists, click Import a Checklist, and paste them in. Timing written into the list, like "60 days before departure", is picked up as a due date. Screenshots work too if the lists will not copy cleanly, and you can drop up to ten at once. Paste or upload a whole library and each checklist comes back as its own template, with a tick box for the ones to keep. Nothing saves until you have reviewed it, and nothing you save starts applying itself to a trip until you switch that on.
• Forms come over, one at a time. Go to Forms, click Import a Form, and paste the public link to your old form. JourneyFuse reads the questions straight out of the page and rebuilds it, no retyping. If the page will not load for us, the same dialog takes a screenshot or the text of the form pasted in.
• From TravelJoy, a template share link works as well as a live form link. In TravelJoy, share a questionnaire and paste the traveljoy.com/share/questionnaire_templates/… link. Every question comes across with its type, its choices and whether it was required, and a form TravelJoy asked clients to sign arrives with a signature field on it.
• Terms & conditions come over the same way. Share a TravelJoy terms template and paste its link under Settings → Agency & Branding → Defaults → Terms & Conditions → Import from URL. Paste it into the Forms importer instead and it is recognised for what it is and saved to your agency terms anyway, so a list of mixed links imports in one pass.
• Automations are rebuilt, not imported. No platform here exports a workflow, so there is nothing to upload. That matters less than it sounds: the supplier automations already in your account cover most of what advisors build, and each one is a list of steps you can edit, reorder and rename. Send us a screenshot of a workflow you cannot live without and we will build it with you.

Or send it to us. Attach your templates, checklists and form links to your migration request — or email them to hello@journeyfuse.com — and our team will load them for you alongside the rest of your data.

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After Exporting: Import Into JourneyFuse

Once you have your CSV file(s), the easiest path is to open a migration request and attach them (replying to the ticket email with the files works too) — our team handles the import, and the ticket becomes a dashboard where you review the plan and approve it before anything lands. Or bring your clients and leads in yourself with JourneyFuse's import tool:

1. Go to Clients or Leads
2. Click Import CSV
3. The wizard auto-maps common column names and flags duplicates before anything is saved

See Importing Clients & Leads from CSV for full details on the import process, supported fields, and how to handle duplicates.

Your own bookings spreadsheet

If you kept your bookings in a spreadsheet, or your old platform's export leaves out something you need (TravelJoy's has no status column, so a cancelled trip looks live), bring the sheet itself. Go to Settings → Data Import and choose Your own spreadsheet, or go straight to /imports/spreadsheet. Owners, admins and advisors can all run it, and an advisor's import files everything under their own name.

• One row per booking. The only columns it needs are the client's name and the travel start date. Supplier, what was booked, end date, date booked, confirmation number, total price, amount paid or balance due, commission and a status column all help.
• Any column names work. You match your columns to ours before anything happens, with the first row's value shown next to each so you can see you picked the right one. Columns you do not match are listed as not imported.
• Trips build themselves. Rows for the same client whose dates overlap or run back to back become one trip, so a pre-cruise hotel night lands on the cruise. Add a trip name column to group rows yourself.
• Nothing is duplicated. Clients are matched by name and email, bookings that are already on a matching trip are skipped, and the preview shows exactly what will be created before a single row is written. Rows marked cancelled or quote are left out and listed with their row numbers.
• Past trips stay quiet. Trips that have already travelled come in closed with their automations off. Before you import, the page offers to switch your client email to Testing mode anyway.

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Tips for a Smooth Migration

• Turn on Block all before you import history. This is the one most people wish they had known first. Importing years of past trips can otherwise trigger payment reminders and automation emails at clients about trips they took two years ago. Go to Settings → Profile → Testing Mode and choose Block all client emails, or ask us to set it for you when we run your import — we turn it back on when the numbers check out. See Testing Mode.
• Request all data before canceling — most platforms delete data on account termination
• Ask for CSV or Excel format — these map most easily into JourneyFuse's import template
• Ask only for what your platform actually produces. Every section above says what the vendor does and does not export. Asking Tern for itineraries, or TESS for a report that doesn't exist on your plan, costs a week of waiting and comes back as a no.
• Send files unedited. Tidying a spreadsheet before sending it usually strips the very columns we match on. Guessing at columns is our job.
• Follow up in writing even after a phone call — you want confirmation of what was exported and when
• Split large exports into batches of 1,000 rows for the JourneyFuse import wizard