Import jobs from Studio Ninja
Bring records into CRM and review them before starting client delivery.
Before you start
- Prepare the export files requested by the import screen.
- Check whether the records were already imported.
Step by step
Open Import
Choose the supported import process and select the requested files.
Review the import preview
Check how names, dates, venue details and other fields have been recognised. Read warnings before continuing.
Complete the import
Use the final import action once the preview is correct.
Check several jobs
Inspect Wedding details, Clients, Questionnaires and Import history. Confirm that dates and contacts match the source records.
Fill gaps through the booking
Review missing information and invite couples through the new portal when ready. Their saved shared details can supply missing wedding information.
Create linked galleries from the job
Use Wedding delivery and content → Client Gallery. Avoid creating a second job just to deliver photographs.
What happens next
Imported jobs are ready for review and use in the new booking process.
Helpful tips
- Old portal or gallery links do not transfer into new WedPlanned links.
- Keep the source export until you have checked the import.
Troubleshooting
A field was not recognised
Review the original information retained in Import history and the imported questionnaire, then correct the job.
A duplicate appears
Review both records and their linked documents before using Record actions.
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