Migration
Switch without the drama
Move from spreadsheets or legacy stock books with a clear path — plan, import, parallel run, then cut over when you are ready.
Five steps to a clean switch
Most independents are live within a day. Groups get dedicated onboarding support.
Plan your import
Export stock lists, costs and documents from spreadsheets, folders or your current tool. We help you decide what to bring across and what to leave behind.
Import stock & documents
Bulk import vehicles via CSV. Attach documents per unit. Bring historic sold deals where needed for continuity.
Configure VAT & team
Set margin scheme, VAT rate and reminders. Invite staff and accountant roles. Review settings before go-live.
Run in parallel
Many dealers run Dealer Ledger alongside their old process for a few weeks — then cut over when confident.
First export & handoff
Run your first accountant export pack. Invite read-only access. Group customers get dedicated onboarding support.
Checklist
Before you cut over
Use this as a go-live checklist — tick each item before you retire the old process.
- ☐Stock list exported from current system
- ☐Purchase costs and recon spend mapped per vehicle
- ☐Documents gathered (invoices, V5s, MOT certs)
- ☐VAT scheme and rate confirmed
- ☐Staff roles and permissions set
- ☐Accountant invited with read-only access
- ☐First export pack downloaded and reviewed
Group migration
Multi-site rollouts include dedicated migration planning and a named account contact. Contact us for Group onboarding
Ready to take control?
30-day free trial on Core and Pro. A card is required to start — you won't be charged until the trial ends, and you can cancel anytime.