So, you have decided to switch to a new DMS vendor.
Our speciality is helping you move your vital data to your new computer system !
We have successfully helped hundreds of dealers move to a new DMS.
These are the files and fields that are typically available to be moved to your new system. Available fields vary depending on the system you are coming from.
Parts Inventory
Part #, Group #, Old & New Supersession #'s. Part Description, Stock Status, Alternate Part #, List Price, Core Price, Cost Price, Bin, Alt Bin, From Year, To Year, Qty on Hand, Best Re-Order Point, Best Stocking Level, Qty on Order, 13 Months Sales History, Entry Date, Last Sold Date, Last Rec Date, Return Code, Source.
Service Vehicles w/ Customer contact information
Last 8 VIN, Stock #, VIN, Customer #, First Name, Last Name, Address, City, State, Zip Code, Home Phone, Bus Phone, Birthdate, Salesman Name & Number, Year, Make, Model Code & Desc, Body Style, Color, License #, Key Tags, Delivery Date, In-Service Date, Odometer at Sale, Last Service Date & Mileage, Times Serviced Here, New / Used / Demo, Extended Service Contract Description, Policy #, Expiration Date and Term.
Service History
Last 8 VIN, RO Date, RO #, Line #, RO Mileage, Tech #, C/W/I, Operation Code & Description of Work Performed.
Sales History
Deal #, Deal Date, Company Name, Buyer First & Last Name, Co-Buyer First & Last Name, Address, City, State, Zip Code, Home Phone, Bus Phone, New / Used / Demo, Stock #, VIN, Year, Make, Model, Body Style, Color, Odometer at Sale, Trade 1 & 2 ( Stock #, VIN, Year, Make, Model, Body Style, Color, Odometer, Trade ACV ), Deal / Lease, Selling Price, Lienholder, APR, Term, Amount Financed, Monthly Payment, Last Payment Date, Extended Warranty Description, Policy #, Expiration Miles and Expiration Date, Salesman Name.
Accounts Receivable Customers ( Non service charge customers )
Customer #, First Name, Last Name, Company Name, Address, City, State, Zip Code, Phone Number, Fax Number, Tax ID Number
Accounts Payable Vendors
Vendor #, First Name, Last Name, Company Name, Address, City, State, Zip Code, Phone #, Fax Number
Stock Vehicle Inventory
Stock #, VIN, Year, Make, Model Code, Model Description, Body Style, Color, Odometer, New/Used, Entry Date
To get started, we have summarized the process into a simple 3 page MS Word document. Click on the link below to download the file and print it out. Call 866-282-5345 if you need assistance.
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