This is a checklist for our customers that migrated from the Curate Classic platform!🥂 If you would like to see more details about the migration, please see out Migration FAQ! If you would like to download a printable PDF copy of this list, please click here.
Review 2-3 proposals and use this checklist as a guide to ensure your data transferred to the new software as desired!
Note: Click the arrows to expand each section
Settings
Settings
Reconnect Payment Processor
Tax Rates
Integrations
Custom Units
Tags
Payments
Payments
Previously Made Payments
Scheduled Payments
Gratuity
Proposals
Proposals
Active & Archived Events
Proposal Templates
Event Stages
Signed Versions
Contracts
Libraries
Libraries
Components & Products
Customers & Vendors
Media
Media
Media Library & Folders
Inspiration Board Photos
Email Templates
Ensure Events Are On Calendar
Recipes (If Applicable)
Recipes (If Applicable)
Recipes w/Components
Markups
Multiple Recipes
Recipe Photos
For Questions or feedback, please feel free to reach out to us via chat! If you would like a printable PDF copy of this page, please click the link below!