Imports

Bring in customers, vehicles, leads, appointments, and invoices from another CRM.

Source

CRM import

Source CRMCSV data

Mapping

Supported fields

Customer nameCustomer emailCustomer phoneLead sourceVINLicense platePlate stateVehicle yearVehicle makeVehicle modelVehicle trimVehicle colorMileageAppointment startJob statusInvoice total

Preview

Mapped records

Preview a CSV to see mapped customers and vehicles.