One of TourCMS key features is as a Customer Database; giving you a central place to store all of your Customer contact details, preferences, booking records and enquiries. If you have Customer records (contact details & preferences) from an existing system or spreadsheet we can import them into TourCMS for you for a flat fee of 250 GBP / 400 USD.
Alternatively, customer details can be entered into TourCMS manually, or you may decide you only wish to maintain a list of current bookers in TourCMS.
If you would like to discuss any of these options or to request a database import please contact us.
At the same time as importing customer details, if the customer has an open enquiry/query ("contact us" form submission, quote request etc) that can be imported too, just add the enquiry details into the same file.
While TourCMS supports multiple enquiries per customer, at this time the import process only supports the importing of up to one enquiry per customer imported.
We can import Microsoft Excel (.xls or .xlsx), CSV or TSV files. We may be able to import other text-based file formats, please contact us for details.
To speed up the process and avoid errors we ask that you rename the column headings in your spreadsheet match those in the table below, the columns in your spreadsheet can be in any order.
If you have any fields in your existing data that TourCMS does not currently support, it's likely those will be set up as "Custom fields" in your TourCMS account, allowing the data to be imported.
Please do feel free to contact us to discuss any queries you have regarding this, if your data does not match up exactly (for example date formats) we can resolve the differences as part of the import process. The import will be carried out by a human being and you will be given the opportunity to have a sample of your data imported for you to check.