Migrate your Tekion data

Tekion's DMS core stores full vehicle records including VIN, make, model, year, trim, and status. We migrate vehicle inventory records 1:1 using VIN as the primary key. Odometer history, warranty information, and vehicle-to-customer associations are preserved as linked records.

Customer records include contact information, addresses, preferences, and lifetime transaction history. We map customers to the destination CRM using email or phone as matching keys and preserve customer-to-vehicle associations across both source and target systems.

Deal records include deal structure, F&I product attachments, financing terms, and deal status tied to specific vehicles and customers. F&I product catalog mappings vary by OEM, so we validate F&I product names against the destination's product list and flag unmapped items for manual review.

Service history includes repair orders, technician assignments, parts used, labor hours, and service advisor notes. We migrate full RO history including line-item details and link completed service records to the corresponding vehicle and customer.

Tekion's CRM stores leads with creation date, source, status, assigned user, and associated vehicle interest. Standard CRM conversion covers 90 days of active leads. Leads older than 90 days require pre-approval and may need custom extraction from the source system.

Parts records include part number, description, bin location, cost, list price, and on-hand quantity. We map part numbers and bin locations but flag quantity discrepancies that arise from real-time inventory changes between extraction and load.

Tekion stores payroll data including employee compensation, deductions, and pay periods. Standard conversion covers current year only. Historical payroll data requires separate scoping and may need export from the legacy payroll system before Tekion import.

Tekion converts and stores PDF documents including contracts, service records, and compliance forms. Standard document conversion cannot begin until Tekion receives document metadata from the source system, and typically completes within 30 days of that receipt.

User records include login credentials, role assignments, and department associations. We migrate user accounts and role configurations to match the destination platform's permission model and flag any role structures that lack a direct equivalent.

Tekion supports custom workflow automations across sales, service, and back-office processes. Automations are not included in standard data migration scope; we document existing workflow logic during discovery and provide a workflow map for manual reconstruction in the destination system.

DMS conversion includes up to 7 years of historical financial records including receivables, payables, and deal financial structures. We validate transaction totals against source system reports before final load.

Custom fields on any object require mapping against the destination system's schema. Tekion's custom field definitions must be extracted from the source configuration, and field-level mappings are reviewed with the customer during scoping.