Move the bookings. Keep the context.
4fleet practical worksheet

1. Find the records you actually rely on.
[ ] Name the owner of each source file.
[ ] Keep an untouched export before editing.
[ ] Separate future work from archived records.

2. Clean meaning, not just formatting.
[ ] Use consistent date and time formats.
[ ] Separate booking status from payment status.
[ ] Review duplicate clients and repeated booking references.

3. Map a small sample first.
[ ] Match each source column to a supported destination.
[ ] Check required fields and rejected rows.
[ ] Keep an explicit list of information that did not transfer.

4. Reconcile the result in the new workspace.
[ ] Open several individual imported records.
[ ] Confirm money and dates rather than trusting a total alone.
[ ] Check driver, client and partner relationships where supported.

5. Choose one place for the next change.
[ ] Name the system of record after the transition.
[ ] Brief the office and drivers on the new workflow.
[ ] Keep a checked archive and a list of outstanding corrections.

Notes: