Short answer: export customers, vehicles and plates, members with their plan and renewal date, products and fleets from your current system as CSV or Excel, send them to the onboarding desk, and check the result in your trial account.
What to export
| Data | Columns we need |
|---|---|
| Customers | Name, phone, email |
| Vehicles | Customer, plate, make/model |
| Members | Customer, plan name, next renewal date |
| Products | Name, price, tax, category |
| Fleets | Company, contact, balance, terms |
Steps
- Export the files from your old system (we send a checklist for the system you use).
- Send them through the contact form or the email shown on the contact page.
- We import into your trial account and tell you when it is ready.
- Spot-check ten members, five products and one fleet.
- Plan the changeover day with us.
See the full switching guide.