What Is the DealerSocket Data Extraction?
DealerSocket is a CRM, short for Customer Relationship Management system. It is the software your store uses now to track customers and follow-up. Moving that history into DriveCentric means your team keeps the customer records and deals you have already built instead of starting in an empty system.
DealerSocket will not release your data without a request from you. Your part is to send that request, stay on top of the case, and forward what DealerSocket sends back.
When to Start This Process
Start at least four weeks before your launch date with DriveCentric.
DealerSocket needs lead time to pull the data, so an early request is what keeps your history on schedule for launch day.
Requesting Your Data Extract
Work through the request in this order:
Fill out the DealerSocket Data Request Form.
Email the completed form to crmsupport@dealersocket.com and request a full CRM data extract to DriveCentric, with your preferred date.
Save the case number DealerSocket sends back.
Call DealerSocket support at 877.751.0403 every so often to confirm the case is on track.
Forwarding the Extraction Details
When the extraction is finished, DealerSocket emails you to let you know, along with the information needed to access the data. Forward that information to your Implementation Specialist.
What Happens After You Forward the Details
Your Implementation Specialist takes it from there and gets your data downloaded and imported into DriveCentric. There is nothing else you need to do at that point.
Good to Know
Four weeks of lead time is the target, because DealerSocket controls how quickly the extract gets built.
Your case number is how you check on progress, so hold onto it once DealerSocket sends it.
Checking in on the case is worth doing more than once. A case that stalls is the most common reason data arrives late.
Frequently Asked Questions
Who do I send the request to?
Email the completed DealerSocket Data Request Form to crmsupport@dealersocket.com and ask for a full CRM data extract to DriveCentric.
What do I do with the case number?
Keep it, and use it when you call DealerSocket support at 877.751.0403 to check that the case is moving.
Do I need to download the data myself?
No. Forward the access information DealerSocket emails you to your Implementation Specialist, and they handle the download and the import.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!