Dealership data portability

What data should a dealership be able to export from its software?

A dealer should define required exports by business purpose and system: customers and consent, leads and activities, inventory, deals, repair orders, parts, accounting, documents, campaigns, audiences, analytics and audit records. Availability and retention depend on the product and contract.

Direct answerSeptember 1, 2026 reviewedNeutral evaluation
01

Export complete relationships

Rows without identifiers, history or relationships may be unusable. Request data dictionaries, keys, timestamps, status history, attachments and a representative sample.

02

Plan recurring access

Distinguish routine reporting or API access from a one-time termination export. Document format, frequency, security, fees and size limits.

03

Validate before dependence

Open the files, reconcile counts, test encoding and attachments, and confirm that another system or archive process can use them.

Decision checklist

What to verify

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Objects and history

Identifiers and relationships

Data dictionary

Attachments and documents

Routine and termination access

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