Data Imports and dealr.cloud
Data Import is the process by which we can upload certain information from a previous system into your dealr.cloud account.
The type of data that we're able to import into dealr.cloud is:
Current Inventory (this includes standard vehicle information, such as VIN, Stock Number, Exterior/Interior Color, etc.)
Previous Customer Information (this is limited to Customer Name, Address, Phone Number, and Email)
The dealr.cloud system exclusively accepts these file formats:
Most DMS software allows you to export your information into a CSV file. This CSV file is what we'll need in order to import that data into your dealr.cloud account.
File and Data Organization
The CSV file must be organized in a specific way in order for the system to accept the data import.
The first row must specify what value is appearing in that particular column (e.g. VIN, Customer Last Name, etc.)
Each value must be located in the corresponding column (e.g. VIN numbers are filed in the VIN column, etc.)
Dates are required to be formatted as YYYY-MM-DD in the file. If not, then the date will be set to today's date.
We're able to import your current inventory into the system. Below, you'll find the available fields we can import:
In order to import inventory, you must provide a stock number or VIN.
If the stock number exists in all inventory, then that particular vehicle will be the inventory item matched against.
If the VIN exists in inventory, then that will be the vehicle matched against.
If there's any discrepancy in the stock number and VIN between the file and dealr.cloud, a duplicate vehicle will be created. The only way to remove the duplicate vehicle is for you to manually delete it.
If you choose to import costs, it's important to note that the system will only accept a total cost amount in the CSV file.
This means that costs imported into dealr.cloud will create a new cost with the amount provided in the file.
If a vehicle is already in inventory and costs are imported, then a new cost will be created against the vehicle.
Customer Data Imports
We're able to import previous customer information into the system. Below, you'll find the available fields we can import:
If you want any additional Customer information imported into the system, you'll need to include it in a single column, titled "Notes." If it's multiple sets of information, make sure the values are separated by a comma and have some identifying title in the column itself.
If you have any more questions about how data imports work in dealr.cloud, please contact us in Support with the chat feature!