What moves
Every client record with the trip history and notes attached — not just a list of names and emails.
Your supplier list and negotiated rates, mapped into the catalog so quoting works from day one.
Itineraries you've already built become reusable templates — years of work, not a blank page.
Old proposals and rate sheets run through the built-in PDF extractor, so the detail comes across too.
How it works
A 30-minute call to see what you're on today and what needs to come across. You send the exports; we take it from there.
Our team maps and loads your contacts, suppliers and history — with CSV/XLSX header mapping for anything you'd rather bring yourself.
You check the new workspace against your old one. We fix anything that looks off. You switch when you're confident — no downtime.
Coming from
We’ve moved teams off all of the below — and off tools that don’t have a name, just a folder of spreadsheets and a shared inbox. If you can export it, we can bring it across.
Questions
No. Migration is part of onboarding on every plan, including Solo. There's no separate charge for moving your data across.
It depends on how much history you're bringing. A clean supplier list and contacts can move in a day or two; teams with years of back-catalogue take a little longer — one customer moved 14 years of supplier data over a weekend.
Contacts, suppliers and rates, past itineraries and templates, plus the documents behind them. CSV and XLSX import with header mapping ships in the product, so you can self-serve — or hand it to our team.
No. You keep working in your current tool until your Deer Track workspace is reviewed and ready. We only switch over once you're confident it's right.
