Import bookings
Bring open and future bookings into Planellio so your pipeline and calendar do not need rebuilding by hand. This helps maintain visibility across upcoming work while your team learns the new platform.
Migration
Planellio helps event businesses switch platforms without the usual disruption. Import bookings, assets, clients and inventory so you can continue trading immediately, reduce manual re-entry and move to a broader event business management platform with less friction.

Switching software is rarely just about subscription cost or feature lists. For most event businesses, the bigger concern is continuity. If you already have future bookings, client records and a working inventory, the idea of rebuilding everything manually can delay a better decision for months.
Planellio treats migration as an operational priority rather than an afterthought. The goal is simple: help businesses move across without losing momentum. If you have 500 future bookings and 50 assets, or simply a busy season ahead, that continuity matters.
Instead of asking your team to start again, the platform supports data imports so you can keep current work visible, preserve history and continue serving clients while you transition.
Bring open and future bookings into Planellio so your pipeline and calendar do not need rebuilding by hand. This helps maintain visibility across upcoming work while your team learns the new platform.
For equipment-led businesses, asset continuity is essential. Importing assets and inventory helps protect operational clarity and reduces the risk of switching to a platform that starts with empty records.
Customer records are not just names and emails. They represent repeat relationships, referral sources and future revenue opportunities. Bringing them across helps preserve the commercial memory of the business.
One of the strongest reasons to migrate properly is that you do not need to choose between progress and stability. With the right data moved across, the business can continue responding to enquiries, managing bookings and preparing future events while the new system becomes the main operating platform.
That matters most for fast-moving event businesses. If a switch creates downtime or uncertainty, it can affect sales confidence and delivery confidence at the same time. Planellio is positioned to reduce that pressure by making imported information part of the setup journey.
For businesses that have outgrown booking-only software, this creates a more realistic path forward. You are not just changing tools. You are upgrading the way the business operates.

Migration is often the moment when businesses rethink category, not just supplier. If you have outgrown a booking-first system, the next move should ideally solve more than one problem. Planellio is designed to help businesses move into a broader platform that covers CRM, bookings, quotes, proposals, contracts, payments, client portals, venue portals, staff portals, automation, reporting and asset management.
That wider scope means the switch can deliver more value than a like-for-like replacement. Instead of changing systems and keeping the same operational gaps, you can use the migration to simplify how the whole business runs.