Switching to TravelIQ

What a move actually takes

Four steps. Two are an upload and some settings; two are honest typing. This page says which is which — and what will not carry over — before you commit to anything.

The move

Four steps, in the open

Here is the actual work, so you can plan it instead of discovering it. Each starting point below gets its own page with the full detail.

Step 1
Move your client book
A Google Contacts CSV export, up to 5,000 rows at a time. Names and emails come in, duplicates are skipped, and unreadable rows come back by row number with the reason.
Step 2
Enter the trips in flight
Bookings in motion are entered with their real supplier rates and final-payment dates — and from that moment the payment alerts and commission machinery apply to them.
Step 3
Set suppliers and splits once
Your supplier list, each commission rate and the agency/advisor split, configured one time by the owner.
Step 4
Launch sites advisor by advisor
The owner launches each advisor's site when that advisor is ready — the book and the sites don't have to move on the same day.
Said up front

What you'll do by hand — and why we say so

Booking history
There is no sync between your old system and TravelIQ — past trips arrive only if someone types them. Most agencies bring the bookings still in motion and leave the archive where it is. If you want history inside TravelIQ, that is a typing project, and you should plan it as one.
Everything on a contact beyond name and email
The CSV import maps exactly two fields and stops. Phone numbers, addresses, preferences and notes get retyped onto the household record — where they become structured fields instead of a notes column.

We could soften both of those, and you'd find out mid-move. An import that claims everything and silently drops half of it costs more than one that tells you up front what to retype.

“We ran the agency on a website we couldn't edit, a commission spreadsheet, and a shared inbox. Now every site, lead, trip, and dollar is in one place — I stopped chasing my own business around.”
Melissa McCallister
CEO, Ticket To Ride · Founding partner, TravelIQ

Ticket To Ride runs 36 advisors on TravelIQ — every page of ticket2ride.co, every lead, booking and payout.

Starting points

Pick where you're coming from

Moving from TravelJoy

The specifics of the move — what imports, what you'll retype, and the rehearsal that costs nothing.

See the move

Moving from Tern

The same four steps, walked through from where your agency stands today.

See the move

Moving from ClientBase

A book that took years to build deserves a careful move. Here is what carries, and what gets typed.

See the move

Moving from spreadsheets

The commission tab, the shared inbox, the website you can't edit — and what each one becomes.

See the move

Rehearse the move before anything real moves

The whole platform runs in a keyless sample mode — every screen live, none of it wired to your data. Click through the booking screen and the commission ledger on a sample agency first, and move your book only once you've seen where it lands.