Data Migration into Navigator is achieved by exported reports from a Dealer’s existing DMS/CRM systems.   The data should be presented either as a formatted text file or as a spreadsheet style file in CSV format.

 It is the Customers responsibility for supplying data in a suitable format for migration.  Optionally, in certain circumstances DMS Navigator will have some documentation relating to certain systems that is available – without warranty – that may assist in extraction of the data.    

 Alternatively, the customer can contract DMS Navigator or a third party recommended by DMS Navigator to assist in the data extraction.  This is supplied on a consultancy basis and is outside the scope of the Implementation of Navigator  

 It should be noted that data migration is not a substitute for being able to access your legacy system. Only summarised data from specific parts of the legacy system are transferred. It would not be possible for example, to gain copies of invoices or reproduce historical accounts information from Navigator pre-dating migration.  

 It is the Dealer’s responsibility for ensuring that they have access to data for audit purposes, eg, external accountants or HMRC.

 An example of each format is as follows:

Formatted Text File

Part No          Description                        Retail    Cost                      Stock

Part1               A Widget                             9.99                      5.99                          2

Part2               AnotherWidget  10.99     4.99                          3

 CSV Format

This data is then reformatted and imported into the Navigator system.

 CSV files must follow standardised CSV format and have a header line defining the fields.  Any files supplied should also be accompanied by a document describing each relevant field in the data.

  A standard CSV file has the following rules:-

 1.      A header line

2.      Each line ends with a CR / LF pair

3.      Text data is surrounded by double quotation marks

4.      A Quotation mark in a field is represented by a a double-quotation eg “This is a“” quotation mark in a text field”

5.      Fields are separated by commas

6.      Numeric fields do not have to be surrounded by quotation marks but can only contain the digits 0-9 and a full stop (.)

 Eg

“Part No”,”Description”,”Retail”,”Cost”,”Stock”

“Part1”,”A Widget”,9.99,5.99,2

“Part2”,”Another Widget”,10.99,4.99,3

 Data from any section can be supplied in multiple-files provided there is a “common” key field – For example, a Part No, Customer Reference.

Data Imports Available

The following data files can be imported into Navigator:

Parts

Part Stock - Including Part No, Description, Bin Location, Retail Price, Cost Price, Stock Qty on hand, Stock Value. Negative stock is not imported, and any negative vales are reset to zero,

Parts Demand History - Including Part No, Current Months sales, Sales month -1, Sales month-2….  Sales month-12

Customer Database

 Customer contact data - Title, First Name, Surname, Address,Telephone, Mobile no, Work no

 Vehicle Data - Reg No, Make, Model, Derivative, Chassis(Vin/Serial) No, Engine No, Colour, Last Service Date, Next Service Date, Next Mot Date, Key No, Mileage, Mileage date

 Service History - Inv No, Job No, Date, Job Description,Price, Reg No, Chassis (Vin/Serial) No

Please view the document on Data Cleansing Customer Data

Sales Ledger

 Please note that Sales Ledger accounts are renumbered when imported into Navigator

 Account Details - Account No, Name, Address, Tel No, contact

 Open Transactions - Account No, Invoice No, invoice date,Amount

Purchase Ledger

 Please note that Purchase Ledger accounts are renumbered when imported into Navigator

 Account Details - Account No, Name, Address, Tel No, contact

 Open Transactions - Account No, Invoice No, invoice date,Amount

Data Migration Process

As part of the Project Planning, two key dates for Data Migration will be identified.   These relate to the supply of data for the Data Test and the supply of Data for the Live Data Processing.

 For the project to process as scheduled it is essential that Test Data and Live Data is provided by the data agreed.

 Once the Test Data has been received, it will be processed by the Navigator Data Migration Team and imported into a Dummy system for review.    

 It should be noted that Data Migration is an “as-is” process and that the data is not manipulated in any way beyond mapping the data fields into our database.   Ie we do not quality check nor provide any correction to the data.  

 Various Data Enhancement Services are available and should be discussed with your Project Manager – these vary from:-

 ·        VRM lookup – updating Vehicle information using Registration no to standardise the Vehicle description, Registration Date, Chassis No and Colour.

·        Archiving based on last-seen date (normally last service invoice date)

·        Processing through third party data cleansing services to enrich the data.

  You can download the above information - the Data Migration Guide

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