Each vendor's markup sets the retail on new items: cost × markup + shipping, rounded up to the next $10. Vendor phone numbers show on the To do ship-date list.
Brings your vendors, inventory, customers (with wedding dates and second contacts), appointments, your open tickets (special orders, layaways, deposits, what's on order and waiting for pickup) and your sales history (closed tickets and past visits, on their own dates, so reports are not empty on day one) into the POS. Nothing in BridalLive changes. You can do it again any time; anything already copied is skipped.
Vendors. In BridalLive, open Inventory, Vendors. Set Show to All, tick the box at the top of the list, then Bulk Actions, Export to Excel, and Yes.
Inventory. Open Inventory, Search Items, set Item Type to Inventory Item and Show to 500, tick the box at the top, then Bulk Actions, Export to Excel, and Yes. If there's a second page, do the same there. This keeps each piece's Item #, the number on your tags, so the tags you already have keep scanning.
Customers. Open Contacts. Set Show to All, tick the box at the top of the list, then Bulk Actions, Export to Excel, and Yes.
Appointments. Open Activities, Search Appointments. Set Start Date After far back (like 1/1/2020) and Status to All, set Show to All, tick the box at the top, then Bulk Actions, Export to Excel, and Yes. Visits still ahead are booked here; past visits come over as Completed or No Show, with nothing sent to anyone.
Tickets and sales history. Open Reports, Sales Reports, Transaction Journal. Set Trx Sts to All (not Pending), set Trx Start Date far back (like 1/1/2020), Run Report, then Export to Excel. Do the same for the Transaction Item Journal (same settings): those are the items on each ticket. Open tickets come over as open tickets; closed ones are your sales history, counted on the day they were written, picked up and paid. No stock changes for them.
Payments. Open Reports, Sales Reports, Payment Journal, set Trx Sts to All and the start date far back, Run Report, then Export to Excel. Payments come over as they were taken; nobody is charged. Past sales stay out of commissions unless you turn them on after the check.
Waiting for pickup and on order. Open Reports, Inventory Reports, Items Awaiting Pickup, Run Report, Export to Excel. Then Items On Order the same way: your purchase orders still out, linked to each bride's order.
Payment plans. Open Point of Sale, Search Payment Plans, show all, then Export to Excel. Each open ticket's schedule goes on its ticket here, so the due list and reminders work from day one. Plans whose ticket didn't come over are listed, not lost.
Closed purchase orders (optional). Open Inventory, Search Purchase Orders, set Status to Closed, show all, then Export to Excel. They come over for reference with BridalLive's PO numbers. They don't count as on order and don't change your stock or bills.
Do this in Chrome, Edge or Safari. BridalLive's export opens a small window that some built-in app browsers block.
Rather we did it? BridalIQ can move your store for you: send us the files and we do the rest, then walk you through checking it.
Have a BridalLive API key? (Elite plan only)
With an API key, one button copies everything. Find the Retailer ID and API key in BridalLive under Settings, Account, API Access. The key is stored locked; staff never see it.