Importing your weddings

Import weddings is for a list of your weddings, one row each, with the couple's names, the date and the venue. Nothing is saved until you press Import, and you can undo it for 24 hours. A planning tracker with tabs for suppliers, the budget and the timeline is not a list of weddings: add the wedding first, then bring each tab in from inside it. Guests, Budget and Suppliers each have their own import, and there is a Sheet menu to choose the tab, so you never need to split the workbook.

Excel

1. Make one sheet with one row for each wedding: the couple's names, the date and the venue. A planning tracker with tabs for suppliers or the budget is not a list of weddings, so bring those tabs in from inside the wedding instead.
2. Go to All weddings in the menu and press Import weddings, top right next to Add wedding.
3. Press Choose a file and pick the Excel file. If it has several tabs, choose the one with your weddings under Sheet.
4. Under Map columns, check each column went to the right place: the couple's names, the wedding date, the venue. Set anything else to Ignore this column, then press Continue.
5. Check the preview: one row is one wedding. Press the Import button, which says how many weddings. A wedding already in your list is left alone.
6. Made a mistake? Under Recent imports on the same page, press Undo this import within 24 hours. It removes every wedding that import made, with anything added to them since.

Numbers

1. Go to All weddings in the menu and press Import weddings, top right next to Add wedding.
2. Press Choose a file and pick the Numbers file as it is. If it has several tabs, choose the one with your weddings under Sheet.
3. Under Map columns, check each column went to the right place: the couple's names, the wedding date, the venue. Set anything else to Ignore this column, then press Continue.
4. Check the preview: one row is one wedding. Press the Import button, which says how many weddings. A wedding already in your list is left alone.
5. Made a mistake? Under Recent imports on the same page, press Undo this import within 24 hours. It removes every wedding that import made, with anything added to them since.

Google Sheets

1. In Google Sheets, choose File, then Download, then Microsoft Excel (.xlsx).
2. Go to All weddings in the menu and press Import weddings, top right next to Add wedding.
3. Press Choose a file and pick the file you just downloaded, then the tab with your weddings under Sheet.
4. Under Map columns, check each column went to the right place: the couple's names, the wedding date, the venue. Set anything else to Ignore this column, then press Continue.
5. Check the preview: one row is one wedding. Press the Import button, which says how many weddings. A wedding already in your list is left alone.
6. Made a mistake? Under Recent imports on the same page, press Undo this import within 24 hours. It removes every wedding that import made, with anything added to them since.

Dubsado

1. In Dubsado, open Projects, choose All so leads and jobs are both in, and press Export current view. Tick Project details and Client details, then press Export. It saves projects-export.csv.
2. Go to All weddings in the menu and press Import weddings, top right next to Add wedding.
3. Press Choose a file and pick projects-export.csv as it is, with no tidying first.
4. Dubsado's columns are matched for you: Start date is the wedding date, Client is partner 1, Alt contact is partner 2, Project location name is the venue and Lead or job is the status. Check them, then press Continue.
5. Check the preview. Dubsado writes dates month first, and they are read that way. Leads come in as enquiries and jobs as booked. Press the Import button, which says how many weddings.
6. Made a mistake? Under Recent imports on the same page, press Undo this import within 24 hours. It removes every wedding that import made, with anything added to them since.

Aisle Planner

1. In Aisle Planner, open Sales, then Leads. Press Actions, then Download, leave everything on All and press Download CSV. Your booked weddings are in it as well as your enquiries.
2. Go to All weddings in the menu and press Import weddings, top right next to Add wedding.
3. Press Choose a file and pick the Leads file Aisle Planner saved, as it is, with no tidying first.
4. Aisle Planner's columns are matched for you: Event Date is the wedding date, First Name and Last Name are partner 1, the other partner comes from the Project Name, and the status, venue, guest count and budget come across too. Check them, then press Continue.
5. Check the preview. Dates are read day first, as a UK Aisle Planner account writes them. Booked weddings come in as booked, and every earlier stage as an enquiry. Press the Import button, which says how many weddings.
6. Made a mistake? Under Recent imports on the same page, press Undo this import within 24 hours. It removes every wedding that import made, with anything added to them since.

HoneyBook

1. In HoneyBook, open Reports and press Download reports. Choose Custom, set From to the month you started using HoneyBook and To to the month of your furthest-off wedding, choose Projects and press Download. Booked projects and enquiries are both in it.
2. Go to All weddings in the menu and press Import weddings, top right next to Add wedding.
3. Press Choose a file and pick the Projects report HoneyBook saved, as it is, with no tidying first.
4. HoneyBook's report is read for you: both people on each project become the couple, with their emails, and the project date is the wedding date. Check the columns, then press Continue.
5. Check the preview. Booked projects come in as booked and the rest as enquiries. HoneyBook's reports leave out the venue, guest numbers and budget, so add those in each wedding's settings. Press the Import button, which says how many weddings.
6. Made a mistake? Under Recent imports on the same page, press Undo this import within 24 hours. It removes every wedding that import made, with anything added to them since.

From Dubsado or Aisle Planner, bring your invoices and payments across afterwards on Money, with Import from Dubsado or Import from Aisle Planner, and each wedding's guests and budget inside it; contracts, forms and messages stay there, so download any you want to keep, then set each wedding's service level in its settings. There is no spreadsheet import for the timeline yet, so add its moments on the wedding's Timeline. Rather we did it? Moving your weddings in is free: ask from Settings.