Migrate from Tripleseat
Move from Tripleseat to PeakSpitz, safely.
Moving off Tripleseat should feel like restoring from a backup, not a leap of faith. Your event & venue tool data is read into a PeakSpitz environment of your own, checked against your real numbers, and run in parallel — while Tripleseat keeps running, untouched, the whole time. Here is exactly how, step by step.
Tripleseat is the category's mature event-sales and catering-management platform for restaurants, venues and hotels, and its BEO and proposal engine — templated Documents with merge fields and e-signature — is genuinely one of the best in the business. Teams typically outgrow it not on the sales side but at the edges: pricing that commonly scales per user and per property, and a system that stops at event sales while accounting, inventory and payments live in separate tools. Migrating to PeakSpitz keeps the inquiry-to-BEO workflow intact and joins it to real accounting with VAT, inventory and built-in payments in one system.
The safe way to leave Tripleseat
Work down the list at your own pace. Nothing here is irreversible, and your current system stays live throughout.
- 1
Before you touch anything — get a backup you own
Get a copy of your data out of Tripleseat that you control — a file held on your side, not just a setting inside the system. Confirm in your contract that you have the right to export, and note any renewal, notice or lock-in dates so the timing stays on your terms.
- 2
Export your data
Pull leads, bookings, proposals and invoices out of Tripleseat in the most complete format it offers — CSV, spreadsheet, or an account/API export. Take the history too, not just open items: past records, documents and contacts are worth keeping.
- 3
Send us a sample
Before you commit, send us a representative slice — a handful of customers, a few recent orders or bookings, part of your catalogue. We map it into PeakSpitz and show you the restored result, so you see exactly how your event & venue tool data lands before you move the rest.
- 4
See what maps to what
We line Tripleseat up against PeakSpitz: leads, bookings, proposals and invoices become customers, catalogue, orders, documents and ledgers in one joined-up system. Anything without an obvious home is flagged early, not discovered late.
- 5
Bring it in — a read-only restore
Your data is read into a fresh, isolated PeakSpitz environment of your own. Nothing inside Tripleseat is touched, changed or switched off — it keeps running exactly as it is.
- 6
Verify against your numbers
Before you trust it, reconcile the totals — balances, counts, tax and revenue — against what Tripleseat shows today. The numbers have to match before anything goes live.
- 7
Run both in parallel
Keep Tripleseat live and run PeakSpitz alongside it for as long as you like. Compare like for like, move one area across first, and build trust before you depend on it. No big-bang cutover, and no deadline from us.
- 8
Cross over and decommission — on your terms
Switch over only when PeakSpitz has earned it. Keep your Tripleseat export archived as a safety net, and close the old subscription when you are ready — not a moment before.
What maps where: Tripleseat → PeakSpitz
Tripleseat
Leads (captured through TripleseatDirect and web lead forms)
PeakSpitz
Leads / Inquiries in the sales pipeline
Tripleseat
Accounts & Contacts (the Guestbook relationship history)
PeakSpitz
Customers, with inquiry and document history on the record
Tripleseat often splits a company Account from its Contacts; both fold into one Customer with linked contacts.
Tripleseat
Events / Bookings
PeakSpitz
Events / Bookings on the shared calendar
Tripleseat
Documents — the templated proposal, contract and BEO
PeakSpitz
Proposals, contracts and BEOs as linked documents on the event
Tripleseat's single merge-field Document typically becomes distinct proposal, contract and BEO types; menus and packages feed the BEO. Spitz can draft one from the inquiry and send it the moment you approve.
Tripleseat
Sites & Rooms (multi-property event spaces)
PeakSpitz
Rooms / Spaces, each with its own availability and holds
Tripleseat
Deposits & payments (Tripleseat's built-in card collection)
PeakSpitz
Deposits and invoices in real accounting with VAT
Payments post straight to the ledger instead of being re-keyed into a separate finance tool.
What to watch when leaving Tripleseat
- ⚠
Tripleseat's Document templates — the merge-field proposal, contract and BEO layouts with your branding — are re-created, not imported. Budget a day to rebuild them once in PeakSpitz; the single combined Document typically splits into distinct proposal, contract and BEO documents.
- ⚠
In-flight events with signed contracts and collected deposits need a careful cutover: migrate open and future bookings with their outstanding balances, and let closed past events archive read-only in Tripleseat rather than importing every historical BEO.
- ⚠
Room and Site availability, holds and the definite/tentative status logic must be re-expressed. Tripleseat's booking statuses and hold rules don't carry over as data — rebuild the availability calendar and hold rules before go-live.
- ⚠
Where deposits ran through Tripleseat's built-in card collection, stored card details do not transfer. Reconcile balances only; customers re-authorise on PeakSpitz's built-in payments (card, cash, bank & SEPA).
Common questions about leaving Tripleseat
Can we import our Tripleseat BEOs and Documents?
Credit where due — Tripleseat's document engine is one of the strongest in the category. Open and future events migrate with their details and balances; the templates themselves are rebuilt once in PeakSpitz (usually a day's work) and past BEOs archive read-only. You gain real accounting with VAT and built-in payments on the same records.
We run several properties — does that structure carry over?
Yes. Each Site and its Rooms become bookable Spaces with their own availability and holds. Every plan includes unlimited users, so you're not paying per seat per property — often the specific reason multi-venue teams look to move.
Tripleseat is our sales system but accounting lives elsewhere — does that change?
That's the core difference. Tripleseat typically stops at the event-sales and document layer; PeakSpitz joins the booking to real accounting with VAT, invoices, deposits and payments on the same event, so there's no re-keying into a separate finance tool. Most teams are live in about a week without consultants.
As much help as you want
Do it yourself, or have us map your fields, run the import and reconcile the result with you. Support is a ladder — you start where you are comfortable and step up only where an area needs it.
See the full safe-migration approach →Why people leave Tripleseat
PeakSpitz runs the whole business on one AI platform — not a single corner with the rest bolted on — with Spitz AI and unlimited users included. See the difference side by side.
Compare PeakSpitz vs Tripleseat →Bring your Tripleseat data in safely. Cross over when you are ready.
Send us a sample of your data and we will show you the restored result — no commitment, no risk to your live system.