Nobody switches dealer software for fun. This page is what we'd tell you on the phone: when it's worth it, exactly how the migration runs, what comes across, and what we can't do for you.
If two or three of these sound like your store, the conversation is worth having.
A DMS for the deal, a separate CRM for the leads, an e-sign tool billed per envelope, and a spreadsheet holding it together. The same customer is typed in three times, and none of the three agrees on the truth.
Screening is somebody's manual task, adverse-action notices are a Word template, and the audit trail is whatever happens to be in the email archive.
Provincial tax gets hand-entered, French documents are produced in a word processor, and month-end reconciliation involves currency arithmetic nobody trusts.
Answering 'what did we make last month' takes a download, a pivot table, and an hour — and by the time it's done, the number has moved.
There's one account the whole desk uses because per-user access is either impossible or expensive, which also means the audit log can't tell you who did what.
You've asked for an export and been quoted a fee, a delay, or both. That's a sign of the relationship you're in.
This is a repeatable import we operate with you — not a template we hand over. Every stage happens before the previous one is committed, so you can stop at any point without damage.
Whatever your current system gives you — CSVs are fine. We'll tell you exactly which files we need and which fields matter.
Typically inventory, customers, deals, and vendor records.
We build the field mapping against your actual configuration: your jurisdictions, your product directory, your roles. You see the mapping before anything runs.
Mapping decisions are written down, not made silently at import time.
The migration runs in dry-run mode and reports every record it would create, update, or skip — with reasons for the skips. Nothing is written to your store.
You approve the report before we run it for real.
The real run creates the records. If something needs correcting, we fix the mapping and run again — re-running never duplicates what's already there, so a partial import isn't a disaster.
Then your roles, users, and document set are configured and you're live.
Being specific up front is cheaper than discovering it in week two.
| Record | How it lands |
|---|---|
| Inventory | Stock number, VIN, vehicle details, pricing, and cost where your export includes it. Photos come across when your export provides retrievable URLs. |
| Customers | Contact details, addresses normalised, phone numbers converted to E.164, and purchase history linked to the vehicles that migrated with them. |
| Open deals | In-flight deals arrive attached to their customer and vehicle so the desk can carry on. Closed historical deals import as records for reporting and lookup. |
| Vendors & payables | Vendor records and outstanding invoices, where your export includes them. |
| Users & roles | Not imported — configured. We set up your staff against Quikdealer's role templates during onboarding, because permission models don't translate between systems. |
| Signed documents | Historical PDFs from your old system are attached where you can supply them, but they keep their original audit trail — we don't restate someone else's signature record as ours. |
If your current provider won't give you an export, tell us early. It's a common tactic and there are usually ways around it.
Most dealers are. Tell us the end date and we'll plan the migration to land just before it, so you're not paying twice. We'd rather book the right date than rush you into a double bill.
Reasonable — most dealer software has earned that. The practical answer is that the desk and the salespeople see fewer screens after the switch, not more, and that onboarding configures roles so each person's view is narrower and simpler than what they have now.
The dry run is what stops that. Nothing is written until you've read the report of what would be written, and the real run is idempotent, so a correction is a re-run rather than a cleanup. Your old system stays untouched throughout — we never write to it.
We do the mapping and run the import. What we need from you is the export, an hour to confirm the mapping looks right, and the decisions only you can make: your roles, your document set, your product directory.
Usually days. We migrate, you verify, you stop writing to the old one. The overlap exists so you can check the numbers, not because the cutover is slow.
Then you export and go, without a fee. We'd rather lose a customer cleanly than keep one by making leaving painful — and honestly, the fact that you can leave is part of why the product has to stay good.
Bring a sample export from your current system to the call. We'll tell you in that session what would migrate cleanly and what wouldn't — before you commit to anything.
