Prepare CSV
Export supported lead fields from the existing provider and review the column mapping, status and consent information.
DealerOS / Data migration
Bring leads across. Keep control of your data.
MarketSync supports manager-authorized CSV lead import and export workflows, with lead routing and CRM contact creation, and can send supported outbound lead data in standard automotive formats. The migration experience depends on the source CRM, export format and dealership permissions.
Import, validate and export.
Manager-approved import
Upload permitted leads, check matching and duplicates, and review records inside your dealership scope.
Retain portability
Use supported CSV lead export and outbound automotive lead data flows rather than locking basic opportunity information away.
This does not imply one-click migration of every note, attachment, communication thread, financial record or historical CRM object. Those require separate scope and validation.