Data migration
Prepare the information that needs to move from your existing systems into Navigator, test the migration in advance and make sure legacy records remain available where required.
What your dealership needs to provide
The dealership is responsible for supplying data in a suitable format. Where extraction is difficult, your Project Manager can discuss available guidance or consultancy options.
Suitable export files
Provide exported data as formatted text or CSV, with clear field headings and supporting field descriptions where needed.
Legacy access
Keep access to your previous system for historic invoices, accounting records and audit information that is not transferred into Navigator.
Data quality
Migration is an as-is process. Data is mapped into Navigator but is not automatically cleansed or corrected.
Optional assistance
Extraction or data enhancement support may be available separately and should be discussed with your Project Manager.
Common import areas
The exact migration scope is agreed during project planning, but these are the most common areas moved into Navigator.
Parts
Part stock, descriptions, bin locations, retail and cost prices, stock quantities and demand history.
Customer database
Customer contact details, vehicle information and available service history.
Sales Ledger
Account details and open transactions. Imported accounts are renumbered in Navigator.
Purchase Ledger
Account details and open transactions. Imported accounts are renumbered in Navigator.
Test first, then move the live data
Two dates are agreed during project planning: one for test data and one for the final live data. Meeting both dates is important to keeping the implementation on schedule.
Supply test data
The migration team imports it into a test environment so the structure and mapping can be reviewed.
Review the result
Check that the agreed records and fields have been mapped as expected before the live migration.
Supply live data
Provide the final export on the agreed date so the live migration can be completed for go-live.
Data migration resources
Use these resources when preparing standard migration files or manually collating data.
