Instructions

Before performing this procedure FIRST setup your migration options HERE then go into your event planner and make SURE there are no hard returns in the description of packages, addons, etc. Failure to do so may result in questionable import results.

Our import routines were not designed to be used on mobile devices and have not been tested on them. Use at your own risk.

Step 1 : Import Files

In another browser window/tab, login to your xxEP account then click the following linkes to download each file. If the file cannot be downloaded go to the reports section and manually download the CSV version of the records.

ReportProgressLocation of ReportAction
Client BackupNot ImportedReports/Export Data -> Clients
Contacts BackupNot ImportedReports/Export Data -> Contacts
Employee BackupNot ImportedReports/Export Data -> Employees
Venue BackupNot ImportedReports/Export Data -> Venues
Payments BackupNot ImportedReports/Export Data -> Payments
Expenses BackupNot ImportedReports/Export Data -> Expenses
Packages BackupNot ImportedReports/Export Data -> Packages
Addons BackupNot ImportedReports/Export Data -> Addons
Equipment BackupNot ImportedReports/Export Data -> Equipment
Appointments/Next ActionsNot ImportedReports/Export Data -> Appointments / To Do's / Client Contacts
Music RequestsNot ImportedReports/Export Data -> Song Requests
Events BackupNot ImportedReports/Export Data -> Events
Step 2 : Upload Files

Files may be uploaded in any order. Make sure all files are uploaded before proceeding to Step 3.

Step 3 : Integrate Files

Once ALL files have been uploaded, Click below to integrate them into Gigbuilder.