Migrate your BookingKoala data

Customer records export as a flat CSV from the admin dashboard with options for date range and active/deactivated status filters. We map first name, last name, email, phone, address, and any custom properties present in the export. Deactivated status is preserved as a custom field in the destination to prevent accidental re-activation.

Provider profiles export via the green Export button on the Providers page as a flat CSV. We map name, contact details, assigned locations, and provider-type fields. If the export omits certain profile photos or attached documents, we flag these for manual transfer.

Booking time logs export as a separate CSV stream from the Bookings section. We merge time logs back into the correct booking record by matching on booking ID and date. Booking status (confirmed, completed, cancelled) is carried through as a standard field. Industry and form associations require cross-referencing with the Industries and Booking Forms exports.

Industries represent service categories (Home Cleaning, Pet Groomer, Moving Service, etc.) and are stored as internal platform configuration. They have no export path. We cannot migrate Industries directly and recommend rebuilding them manually at the destination using the same names and order used in BookingKoala.

Booking Forms are tied to specific Industries and contain field configurations, pricing parameters, and form logic. No export or API access is available. We recommend reviewing each form's visible settings and rebuilding it in the destination platform, using the source BookingKoala form as a configuration template.

Checklists and their subtasks attach to bookings and represent job-specific steps or media. There is no bulk export mechanism. Where the destination supports checklist-like features, we attempt to map them using the booking-level data visible in the time log export and recreate checklist items manually or via a structured template.

Invoice records export from the Invoices section of the admin dashboard. We map invoice number, customer reference, line items, amounts, tax, payment status, and date. Payment transaction history associated with each invoice is pulled from the same export.

Booking time logs are generated by the system and exported as a separate CSV. We ingest the time log file and join it to the corresponding Bookings export by booking ID and date. System-generated time entries cannot be modified at source before export.

Automated email Campaigns (automations) are configured within BookingKoala's Campaigns module. No export or API access exists for campaign logic, audience segments, or trigger conditions. We recommend exporting customer contact lists separately to seed the destination's email platform and rebuilding campaign sequences manually.

Smart Scheduling settings define availability logic, buffer times, and job-assignment rules. These are platform-stored configuration with no export mechanism. Scheduling preferences cannot be migrated and must be reconfigured manually at the destination based on the current BookingKoala setup.

Provider portal accounts grant providers self-service access to view assigned bookings, update availability, and track earnings. These accounts are BookingKoala-platform credentials with no export path and no equivalent in most destination systems. Provider credentials must be recreated manually at the destination.

Customer portal accounts allow customers to book services, view invoices, and track booking history. These are BookingKoala-native credentials with no export mechanism. Customer contact data is migrated via the Customers export, but the portal login accounts cannot be transferred and must be re-created at the destination.