← Back to your vault

MIGRATION GUIDE

How your move to Opendate works

We copy your calendar, deals, tickets, fans and giving history into Opendate, check every number against your old system, and you decide when each show goes live.

  1. Share accessyour vault
  2. Copy and cleannothing guessed
  3. Build in ordercalendar, offers, tickets, fans
  4. Check numbersyou approve
  5. Go liveshow by show

Each kind of data moves in a fixed order because each step attaches to the one before it: offers and tickets need their show, and buyers need their ticket type. Each stage starts with a small test you can see, and nothing public happens until you go live.

Before we start: what we need from you

Everything we need goes through your protected vault, never email, text or chat. Sign in with your Opendate email and password and your team's vault is created automatically.

WhatWhere in the vaultWhy we need it
A login for each system you're leaving (ticketing, booking calendar, POS, donations, email or CRM)+ Add login, one card per systemWe pull your history straight from the source, so nothing is retyped by hand
Exports or reports you already have (ticket buyers, calendars, deal sheets, donor lists)Files, up to 5 GB eachFills gaps a login can't reach and lets us check our numbers against yours
Anything we should know (what to skip, key dates, who to ask)Migration notesOne shared place your team and ours can read

Passwords go straight into encrypted storage and are never shown again, even to you. Only the Opendate migration team can open them.

Holds and confirms: your calendar

Your calendar comes over first, because offers, tickets and buyers all attach to it. Future holds keep their place in line, and every confirmed show, past and future, becomes an Opendate event.

Holds

A hold reserves a date without committing. The first hold has first right of refusal, and later holds move up if it falls through.

Using Google Calendar for holds? Send us an ICS file

An ICS export carries every event with its exact date, time and title, which is the most reliable way to bring a Google Calendar over. It takes a minute on a computer (the phone app can't export).

  1. Open Google Calendar on a computer.
  2. Under My calendars on the left, hover over your booking or holds calendar and click ⋮ then Settings and sharing.
  3. Under Calendar settings, click Export calendar. A .ics file downloads.
  4. Upload it to Files in your vault. Several calendars? Go to Settings, Import & export, Export to download them all as one .zip and upload that.

You need permission to manage the calendar to export it, and some company Google accounts turn exporting off; your Google admin can turn it back on. Also tell us in Migration notes what your event titles mean, for example which words mark a hold, a 2nd hold or a confirmed show. Google's export steps

Confirms

A confirmed show becomes an Opendate event with venue, room, artists, show time, door time and end time.

What we need from you

Deals become offers

Every deal with real terms becomes a draft offer in Opendate, attached to its show, and we check each one's payout math against your old system to the dollar. An offer is Opendate's deal memo: artist, date, guarantee, deal type, expenses and billing, moving from Draft to Sent, Accepted and Settled.

In your old systemIn Opendate
GuaranteeOffer guarantee
Guarantee plus a percentageGuarantee and percentage both paid
Guarantee versus a percentageWhichever is higher is paid
Ticket scaling (price × quantity)Ticket lines; sellable = available − comps − kills
Show expensesExpense lines: fixed, per ticket, or a percentage of gross, net or expenses
Ticket-count or sell-through bonusesBonus lines at the matching ticket count
DepositsOffer deposit

After the show, settlement pulls actual ticket sales into the offer, applies bonuses, expenses and adjustments, and produces a PDF.

Tickets: types, buyers and door scanning

Tickets people already bought keep working: we bring every sold ticket over with its original barcode, so it scans at your door in Opendate exactly as it would have in your old system.

Ticket types

Each show gets its tiers (GA, VIP, Early Bird, table and so on) with price, quantity, per-order limits, visibility and sales channel: everywhere, online only, or door only.

Past and current buyers

At the door

Your staff scan with the free Opendate Organizer app on iPhone or iPad. Green means valid, red means already scanned or invalid, and you can look anyone up by name or email. Several staff can scan at once, and the app also sells tickets at the door.

Cutover

Your old system keeps selling until the day you switch. On cutover day we import every sale made since our main copy, matched by barcode, and re-check the totals.

Donations and memberships

Your giving history comes over as real donation records, each dated when it was given, and new giving is switched on in Opendate for checkout and memberships.

CRM: fans and contacts

Opendate keeps two address books, and we fill both: Fans are the people who buy tickets, and Contacts are the agents, managers, promoters and vendors you book with.

FansContacts
WhoTicket buyers, members, donors, email subscribersAgents, managers, promoters, vendors
How we bring them overImported and matched by emailImported from your booking tool or address book
DuplicatesExisting fans are updated, not doubledMatched by email; duplicates can be merged
What you can do nextTag, segment and send email or SMS broadcastsAttach to offers and holds
Go-live: old links and redirects

Many ticketing platforms will redirect your old event pages to your new Opendate pages, but usually only when you ask their customer success team or account manager. Ask them at the very start of your migration, because these requests can take weeks.

At the start of your migration

On go-live day, in this order

  1. Turn off sales in the old system for every show that moved, then we import the last sales.
  2. Point your website at Opendate. Swap each ticket button to the show's Opendate page, or use the Opendate events widget so new shows appear automatically. Linking and embed options
  3. Redirect old links on your own domain. If your site has ticket pages or short links (for example yourvenue.com/tickets), set a permanent 301 redirect to the new page. Google on 301 redirects
  4. Turn on your old platform's redirects if they agreed to them. If they can't redirect, close, don't delete, the old event pages: mark them off sale or sold out and, where the platform allows, add "Tickets are now at …" with the new link. Old pages keep working for people who already bought, and most platforms block deleting events that have orders.
  5. Update Google. Your website's event listing data and your Google Business Profile ticket links should point to Opendate. Event listings on Google
  6. Ask artists and agents to update their links. Bandsintown, Songkick and Spotify ticket links are set on the artist side. Bandsintown ticket links
  7. Update everything else: link in bio, pinned posts, scheduled emails and running ads.

What each platform can do with old links

PlatformRedirect old pages?What you can do
EventbriteNot self-serve; ask their supportChange the event status (for example sales ended) and keep the page live; events with orders can't be deleted for months. Event status
Wix EventsNot a redirectAn event can point registration to an external link, such as your Opendate page
Shopify websiteYes, on your own domainURL redirects for pages that no longer exist. Shopify redirects
Most other ticketing platformsOften, through their support or account managerRequest it at the start of your migration with a list of old and new links; we prepare the list for you

Moving one show at a time? For a show still selling elsewhere, Opendate can list it as an externally ticketed event that links out, so your Opendate calendar stays complete. Externally ticketed events

Checking our work

Nothing is called done until it ties out: every show, ticket and dollar in your old system is matched in Opendate, and you approve the numbers before anything goes live.

What we checkHowWhat “done” looks like
Before importingYou see record counts by type and sample rowsYou reply “approved”
CalendarEvery source date is present in OpendateNo missing holds or shows; changed hold levels listed
Show detailsTitle, start and door times in your time zone, room, artistsDifferences listed and fixed
TicketsSold count, face value and fees per show against your actual-sales report$0.00 difference per show
BarcodesEvery sold ticket's barcode is present onceNo missing or duplicate barcodes
OffersOpendate's settlement math against your old payoutsMatched to the dollar, or flagged with a reason
DonationsGift totals against your donation reportMatched to the penny

Every check reads the data back out of Opendate rather than trusting that an import said “success”. You get a short report with the results and a list of anything we parked for your decision.

Go-live checklist

Questions

Will fans get emails when you import?

No. Imports send no order emails, and events stay unannounced until you publish them.

Will tickets people already bought still scan?

Yes. We carry the original barcodes, and old and new codes both scan in the Organizer app.

Can we keep selling in the old system during migration?

Yes, until cutover. We import the last sales on cutover day.

What happens to our old event links?

Many platforms will redirect them to your new Opendate pages if you ask their support team or account manager, so ask at the very start of your migration. If they can't, we close sales on the old pages without deleting them, switch your website and Google links to Opendate, and set 301 redirects on your own domain. See Go-live: old links and redirects.

Why do imported tickets say cash or “External ticket import”?

Tickets sold before you moved are brought in as cash orders labelled External ticket import, so you can tell them apart from sales made in Opendate. The money was collected by your old platform, so there's no Opendate payout for them, but they still count as sold and scan at the door.

What if our old system has messy data?

We clean it into a standard format first and list anything we couldn't place, rather than guess.

Do you need our passwords?

Only through your protected vault, never by email or chat. A dedicated view-only user is best.

Can we see email open history from our old email tool?

No. Fans, tags and opt-ins move over, but past open and click statistics don't.

How long does it take?

It depends on your systems and how many years you bring over. We give you a timeline after our first look at your data.

Questions about your migration? Ask your Opendate CS contact.