Moving your shop off EVE

How the move works

Every step is one you run yourself, in your own time. Rather hand it off? Send us the file and a person brings your divers in with you, free.

1. 1

   Get your data out of EVE

   EVE runs on Windows, so this happens on the back-office PC where it’s installed, not on a website. The goal is a spreadsheet of your customers and their certification records. Menu labels shifted across EVE versions, so treat these as the shape of the path, not word-for-word buttons.

   1. 1

      Open EVE on the shop PC and sign in with a manager account

      Reporting and exports live in the back office, behind a manager or owner login, not the point-of-sale till. Use the PC where EVE holds its database.

   2. 2

      Open the customer list or a customer/certification report

      Find the area that lists every customer with their certification details, usually under a Customers or Reports menu. You want the full roster, not a single record.

   3. 3

      Widen the range to all customers, all time

      If the list or report asks for a date range or an active-only filter, set it as broad as it goes so lapsed customers are not left out.

   4. 4

      Export to Excel or CSV and save it

      EVE’s lists and reports export to a spreadsheet. Choose CSV if it is offered, or export to Excel and use File → Save As → CSV. Save it somewhere you will find it, like the desktop.

   5. 5

      Do the same for certifications if they’re a separate report

      If certifications (agency, level, certification number) live in their own report rather than on the customer list, export that too. A certification number is what lets DiveDay bring a record across at all.

   6. 6

      Can’t reach the export? Ask EVE’s current owner

      If your license has lapsed or the export is greyed out, DiveShop360 now owns EVE and can produce a customer and certification export for you. Ask in writing and keep the file. That file is all DiveDay needs.

   • Do this while your EVE install still opens and your license is active. A working export today beats chasing it later.
   • Your column headings do not have to match anything. DiveDay recognizes the common names EVE and every other system use, and shows you how each column mapped before you commit.
   • If EVE will give you a sales or booking report as well, take it. A file with one row per booking brings your regulars’ visit history across, so a fifteen-year customer does not arrive looking brand new. Register receipts and repair tickets stay in EVE; see the scope table below.
2. 2

   What comes across, and what does not

   The same table DiveDay shows you before it imports a single row.

   Comes across

   • Names, email, phoneImported as given. A row with an email matches an existing diver on re-import; without one, it is always a new record.
   • Emergency contactName and phone, when your file has them.
   • Dive insurance (DAN)Carried across as free text, exactly as your file holds it. Never a gate, only detail the crew wants on hand.
   • Rental sizesBCD, wetsuit, boot, and fin sizes become a rental-fit profile.
   • Certification recordComes across with the diver’s record, marked imported, and clears the level gate unless your file says the card was never verified, in which case it waits for staff. Unrecognized levels need manual entry.
   • Specialty certifications (deep, wreck, night, drysuit)Marked imported. Each one’s gate stays shut until staff give it a one-tap confirm, whatever your file says.
   • NitroxMarked imported. Until staff give it a one-tap confirm, that diver gets plain air. Boarding waits on it only where your file says the card was never verified.
   • Signed waivers & medical clearanceA row marked already-accepted is trusted, medical clearance included, and marked imported. Individual medical answers are never reconstructed, only the outcome.
   • Waiver / medical documentsFetched once from your file’s URL and kept for audit. Images and PDFs up to 5 MB.
   • RoleEveryone imports as a diver, never a staff role or a login.
   • Past visits (what they booked, when)One row per booking becomes visit history. It is not a dive, and it never appears on your schedule or counts toward capacity.
   • Payment & receipt historySource payment, refund, and receipt rows come across as unverified history in Orders. A clearly parsed amount in your shop currency is counted in the revenue and refund totals. It never becomes a live Stripe order or booking payment.
   • Gear service historyComes across through the separate gear-history CSV. Units match by tag or serial number, and dated service records stay attached to the right unit.
   • Diver & staff notesCustomer remarks and staff notes become private notes on the diver’s profile.

   Stays behind

   • Credit card detailsStay with your payment processor. DiveDay never imports card numbers or CVCs.

   The same table, read the other way.

   Everything above is what arrives. What arrives is also what leaves: Settings → Data export downloads one ZIP of plain, documented CSVs (divers, bookings, waiver records, payment history), led by a contacts file shaped for another system’s import wizard. Every stored photo (certification evidence, dive-site pictures, trip recaps) comes as a real file rather than a link.

   No export fee, no support ticket, no minimum stay, and the same download works on the first day of a trial.

3. 3

   Bring the file into DiveDay

   The rest is in DiveDay, and it takes minutes.

   1. 1

      Open Settings → Import contacts

      The owner or manager uploads the CSV in your DiveDay shop.

   2. 2

      Check the preview

      DiveDay maps your columns and shows how each one landed, what it’s leaving behind, and any row it can’t bring across. A diver with a matching email is updated, not duplicated. Nothing saves until you confirm.

   3. 3

      Import, and your roster is ready

      Roster, sizes, and certification records land immediately. They arrive flagged imported, with a one-tap confirm for staff, and only a specialty-gated dive waits on that confirmation.

   Start a trial
4. 4

   Cutover without downtime

   Leaving a system you have run for years does not have to mean a weekend of downtime.

   1. 1

      Let the crew walk their screens first

      The live demo runs the same roles your dock does. Have the captain run a roll call and the desk see who’s not ready before you move a single record.

   2. 2

      Run both systems for one trip cycle

      Import into DiveDay and start taking real trips through it (waivers, roster, manifest) while your old system keeps running alongside. Nothing forces a hard cutoff on day one.

   3. 3

      Time it to your slow season

      Pick a week with the fewest trips already on the books. Fewer live bookings straddling the switch means less to reconcile by hand.

   4. 4

      A second import updates your roster instead of duplicating it

      Re-run the export later, once your old system has more bookings in it. DiveDay matches existing divers by email and updates them instead of creating a second record, and a repeated visit history collapses instead of doubling.

   5. 5

      Budget an afternoon, not a week

      Exporting from the old system is minutes of work, and the preview shows what will land before anything saves. Review it, fix any flagged rows, and import for real. It takes one sitting.