What Is a Custom Import?
Most DMS platforms, short for Dealer Management System, connect to DriveCentric automatically. If yours does not, your deal history can still come across through a custom import. A custom import means your dealership or your DMS provider sends the deal data over as files instead of through an automatic connection.
Your part is asking your DMS provider for that data and getting the files uploaded. Your Implementation Specialist handles everything after that.
Asking Your DMS Provider for the Data
Have your DMS provider send over as much of the following as they can:
Deal details cover purchase type, gross profit, price, and important dates such as when the deal was approved or delivered.
Financing details cover APR, short for annual percentage rate, along with monthly payment, term length, and loan or lease amounts.
Customer information covers name, contact details, and address.
Vehicle information covers VIN, short for vehicle identification number, along with year, make, model, and stock number.
Salesperson information covers whoever handled each delivery.
The more complete the data, the better your records will look once they are in DriveCentric.
Sending the Files to DriveCentric
DriveCentric will provide a secure ShareFile link to drop the files into. ShareFile is a file transfer service, so the link is a safe place to upload dealership data.
[Screenshot: secure ShareFile link where the DMS data files are uploaded]
What Happens After Your DMS Provider Sends the Data
Your Implementation Specialist reviews the data provided and builds a custom import script to bring it into DriveCentric.
There is nothing else you need to do while that is in progress.
Good to Know
Partial data is still worth sending, so send what your DMS provider can pull rather than waiting on every field.
Data completeness decides how much detail your records carry once the import is finished.
Frequently Asked Questions
Where do the files get sent?
DriveCentric provides a secure ShareFile link, and the files get dropped there.
What if my DMS provider cannot pull every field on the list?
Send what they can. A partial file is still worth sending, and the more complete the data, the more detail your records will carry.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!