Migrate your Vinsolutions data

Customer records in VinSolutions carry full contact details, lifecycle stage, and source attribution. We export every Customer with all standard fields. Duplicates caused by DMS double-entry are flagged for deduplication before load.

Prospects represent pre-qualified or inbound leads at the top of the funnel. We migrate all Prospect records including custom fields and source tracking, preserving the distinction between Prospect and Customer lifecycle stages.

VinSolutions separates Leads from Prospects and Contacts using a Process-based assignment model. Where the destination CRM uses a unified contact object, we map Lead records into Contacts and preserve the VinSolutions lead source as a custom property for reporting continuity.

Deals track in-progress vehicle transactions including the associated Vehicle record, trade-in values, F&I products, and DMS-matched gross profit. We export Deals in their current pipeline Stage and preserve the Stage history for reporting on deal velocity.

Vehicle inventory records include VIN, stock number, pricing, and DMS-synced status (available, sold, trade). We export the full inventory snapshot and reconcile sold units against Deal records to ensure each vehicle is associated with its closing deal.

Desking is a separate module within VinSolutions for structuring deal terms, financing, and F&I menus. Desking records reference a Vehicle and a Customer. We extract Desking records separately and link them to standard Deals on the destination side, flagging any desking-specific fields that require mapping.

VinSolutions Processes define the step-by-step workflow a Lead or Deal follows through the pipeline, including tasks, automations, and stage gates. Because Processes use VinSolutions-specific builder logic, we document the full Process configuration during discovery and translate it to an equivalent workflow on the destination platform, with manual rebuild required.

Dealerships add Custom Fields to Contacts, Deals, and Vehicles for things like loyalty flags, F&I product selections, and service history. We export the full schema of Custom Fields, identify any that drive Processes or automations, and map them to equivalent custom properties in the destination CRM.

Activity logs capture calls, emails, texts, and notes tied to a Contact or Deal. We export the most recent 12–24 months of Activity history by default. Full historical Activity logs are migrated as space and migration budget allow, since large dealerships accumulate tens of thousands of activity records.

Processes are built using VinSolutions' proprietary process designer with triggers, conditions, and task assignments tied to CRM records. The Process designer does not export its configuration in a portable format. We document the existing Processes in detail during discovery, then rebuild them on the destination platform with equivalent automation logic.

Dashboards configured by the assigned Performance Manager are stored in VinSolutions' UI layer and are not exportable. We capture screenshots and configuration notes of all dashboards during discovery and replicate the KPI layout in the destination platform's reporting module.

Gross profit, deal structure, and F&I product data sync from the DMS to CRM via VinSolutions' integration layer. These matched records carry DMS IDs that are not portable. We export the CRM-side matched records and re-establish the DMS sync connection on the destination CRM, flagging any records where the match was incomplete.