Releventful provides white glove import services to import your data from other CRMs. To begin, contact a Releventful team member today.
Examples of imports we support:
Client Import
Lead Import
Venue Import
Vendor Import
Equipment Import
Event Import (event details only)
To import your data from your current system you will need to make sure that your current system provides a way for you to export your data. All of our imports require a CSV, XLS, or XLSX file formats.
ℹ️ Note: If you are coming from HoneyBook, we recommend exporting your project report for us to process.
If you are not sure if you have the correct format or data, work with your account specialist who will review your file.