Pop Dispatch has an import profile for Tekmetric. It reads customers, vehicles, repair order history, open invoices and parts, and Tekmetric is a choice on the Import data page.
The column names in the Tekmetric profile are left to the column matcher. Tekmetric's public help pages publish no column list for an export, so Pop Dispatch matches each column by its name and the profile is marked as not verified. Check the columns step on every file and change any choice from its list.
Before you start #
- You need the owner or manager role.
- Tekmetric's help center has one page on customer lists, at support.tekmetric.com, titled Export Submit Customer List. It describes sending a customer list to Tekmetric using its Customer List Template, and it gives no column names. The page does not describe a full export of your own shop's records.
- The account holder asks Tekmetric support in writing for a CSV export of customers, vehicles, repair orders, invoices and parts, and asks which file type they send.
- Pop Dispatch reads CSV and Excel (.xlsx) files. An older .xls file needs to be opened in Excel and saved as .xlsx or CSV.
What to ask Tekmetric for #
- Customers, with name, phone, email and address.
- Vehicles, with VIN, plate, year, make, model and the customer they belong to.
- Closed repair orders for the years you want to keep as history, with number, date and total.
- Open invoices with the balance owed and due date.
- Parts, with SKU, description, vendor, bin, cost, price, on hand and reorder level.
Steps #
- Open Settings, then Import data, and choose Tekmetric.
- Import in this order: customers, vehicles, parts, repair order history, open invoices. For each one choose the kind of data, choose the file and check the columns.
- Select Check the file and read the problems with their row numbers.
- Select Import.
- Open the lists in Pop Dispatch and compare a few records with Tekmetric.
Technical details
- Parts match on SKU. A vendor named in the file is added to your vendors when no vendor of that name exists, and an import you undo removes the vendors it added.
- A repair order row is kept as read-only history with its original number, date and total.
- Open invoices become open invoices for the balance owed, with no tax added.
If something goes wrong #
- A column is missing from the mapping. Choose it from the list on the columns step.
- The file is a PDF. Pop Dispatch reads CSV and Excel (.xlsx) only, so ask for another form.
- See Fixing import problems for every message.