Migrate from Spreadsheets to CeremonySync
You built your venue business on Google Sheets, Excel, and a patchwork of folders. It got you here — but it's holding you back. CeremonySync replaces every spreadsheet, shared drive, and manual tracker with one purpose-built platform for wedding venues.
How the switch works
A clear path from where you are to where you want to be.
Export Your Existing Data
Download your lead lists, guest spreadsheets, vendor contacts, and financial records as CSV files. If you use Google Sheets, go to File > Download > CSV for each sheet.
Import Leads
Use CeremonySync's CSV import tool to bring in your entire lead database. Map columns like name, email, phone, wedding date, guest count, and source to our fields. Leads are automatically scored and placed into your sales pipeline.
Set Up Your Venue Profile
Add your venue details, upload your logo, set your brand colors, and define your event spaces with capacities and photos. This branding flows into every proposal, contract, invoice, and client-facing page automatically.
Build Your Packages & Pricing
Recreate your pricing tiers as packages with fixed or guest-count-based tiered pricing. Add optional add-ons. These become selectable building blocks in every proposal you send.
Create Contract & Email Templates
Turn your Word docs and email drafts into reusable templates with dynamic variables like {{client_name}}, {{wedding_date}}, and {{total_amount}}. Set up your standard contract terms and cancellation policies once.
Add Your Vendor Directory
Import or manually add your preferred vendors with contact info, categories, insurance details, and performance notes. Track compliance, financials, and relationship health from one place.
Migrate Active Weddings
For weddings already booked, create wedding records and populate guest lists (CSV import supported), timelines, and vendor assignments. Your onboarding specialist will help prioritize what to migrate versus what to start fresh.
What gets better
Everything you were trying to do before — only now it actually works.
No more version control nightmares
One source of truth instead of "Wedding Guest List FINAL v3 (2).xlsx" floating between inboxes.
Automatic lead scoring
Every inquiry is scored 0–100 based on budget, guest count, date urgency, and source quality — no manual tagging.
Proposals that close
Send interactive proposals where clients can compare packages, select add-ons, and accept with a digital signature. Track when they open, view, and accept.
Contracts with e-signatures
No more printing, scanning, or chasing PDFs. Clients sign digitally with PIN-verified security.
Invoicing with online payments
Stripe-powered invoices with automatic reminders, partial payment tracking, and payment plans. Clients pay online in two clicks.
A real CRM pipeline
Track every lead from first inquiry through tour, proposal, booking, and post-event follow-up — with activity logging, follow-up scheduling, and loss intelligence.
Guest management that scales
RSVP collection, meal selection, dietary tracking, seating charts, and table assignments — all connected, not scattered across tabs.
Day-of operations
Pulse Mode gives you a mobile-optimized command center with live timelines, vendor check-ins, backup plans, and issue logging.
Reports that update themselves
Financial, lead, vendor, and booking reports generate in real time. No more pulling data into pivot tables.
Everything clients need in one portal
Planning Hub gives couples access to their timeline, guest list, invoices, contracts, mood boards, and music — no more email chains.
Timeline
Most venues are fully operational within one week.
Frequently asked questions
Also useful
Also on HoneyBook? See the specific steps for migrating your HoneyBook data alongside your spreadsheets.
Using Aisle Planner for planning but spreadsheets for the business side? See the full Aisle Planner migration.
Already tried Planning Pod? See how CeremonySync compares and what a migration looks like.