Step-by-step guide to migrating your clients, guests, vendors, and budget from HoneyBook, Aisle Planner, or Google Drive to NueViews. Export your data and import it in minutes.
CSV import with name, email, phone, wedding date, and venue.
Guest list CSV with name, dietary restrictions, RSVP status, and table assignments.
Vendor directory CSV with name, category, contact info, and notes.
Budget CSV with category, item, estimated and actual amounts.
1. Export your contacts from HoneyBook (Contacts → Export). 2. Export your projects list from the Projects tab. 3. Save your contracts and invoices as PDFs for reference. 4. Import your clients into NueViews using the CSV import tool. 5. Import your vendors using the vendor directory import. Your files and documents can be re-uploaded to each client record individually.
1. Export your client list (Clients → Export CSV). 2. Export your guest list per event (Guest List → Export). 3. Export your budget per event (Budget → Export CSV). 4. Export your vendor contacts. 5. Import clients, guests, budget, and vendors into NueViews using the respective import tools in each section.
Locate your client tracking spreadsheet and export each sheet as CSV. Map your columns to NueViews import format: for clients, ensure you have name, email, and wedding date columns. For vendors: name, category, phone, email. For budget: category, item description, estimated amount, actual amount.
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