Export from the current system
Create fresh exports for the customer, vehicle, booking-history, lead, or invoice records you plan to bring over. Keep the originals unchanged.
PUSH STARTHomeTutorial · Migration
Prepare your CRM import
Move business records into the right shop account without changing the old CRM.
Choose a supported import
Upload one record type at a time so fields can be matched accurately and problems are easy to review.
Match and preview fields
Confirm names, phones, emails, vehicle details, dates, and other available fields. Review missing values and any potential duplicates before continuing.
Approve and verify
Start the import only after the preview looks right. Compare record totals and inspect sample records inside the shop account.