How do I migrate from my current platform?
Find the setup checklist and available data imports.
Open Settings > Moving to Tiquo while onboarding is unfinished. Work through Get Started, Business Set Up, Products and Services Set Up, and Book Your Training Sessions. Your answers and progress are saved between visits.
Use the customer import steps in Business Set Up, or open Import & Export for other supported imports. Arrange legacy membership migrations with your Tiquo team. See Moving to Tiquo for the full setup guide.
For data migration, open Settings → Import & Export. The Import Data section lists Customers, Companies, and Enquiries under Customers & CRM, and Products and Orders under Commerce & Operations. Imports accept CSV or Excel (.xlsx) files, and Download Templates gives you a sample file for each type.
Enquiries can be imported into an enquiry type of your choice. The wizard maps the stages and categories in your file to that type's stages and categories, and links every enquiry to an existing or new customer. See Importing enquiries.
Exports from other systems sometimes fill unknown dates with placeholders such as 01.01.0001. Tiquo treats these as empty cells, so you do not need to clear them first.
In demo preview, these import buttons are disabled. The page explains that data import and export are only available in live accounts, so an import cannot be completed in the demo.