Tutorial · Migration

Prepare your CRM import

Move business records into the right shop account without changing the old CRM.

Export from the current system

Create fresh exports for contacts, leads, services, vehicles, appointments, and any history you plan to bring over. Keep the originals unchanged.

Upload one type of record at a time so fields can be matched accurately and problems are easy to review.

Confirm names, phones, emails, service prices, dates, and ownership fields. Push Start will flag missing values and likely duplicates.

Start the import only after the preview looks right. Compare record totals and inspect sample records inside the shop account.