DealerMoving to Dealer OS
Plan the move before you switch.
Start with a sample export. Check the records. Switch when you’re ready.
Try it freeMore details
Can everything from my old system transfer?
That depends on the exports your provider offers and the data they contain. Documents, historical activity, and custom fields need individual review; a full transfer should not be assumed.
Do I have to cancel my current system first?
No. You can evaluate Dealer OS and review sample imports while keeping your existing system. Choose your switch date after you have verified the records and workflows.
What should I prepare for a walkthrough?
Bring the name of your current system, the export formats it supports, and a list of must-have workflows. Agree on a secure transfer method before sharing customer files.
- Get a sample export.
Check your current provider’s export tools. Start with a small sample of inventory and customer records so the structure can be reviewed.
- Map and review the information.
Identify where each field belongs and what needs cleanup. Confirm which records and attachments can transfer before planning the full move.
- Test daily work and reconcile.
Review vehicle details, costs, customers, and totals after import. Try your main workflows and resolve differences before relying on the new records.
See it with your dealership.
Try it freePrefer a walkthrough? Pick a time
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