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·MechFlow Team

Switching from TRACS to MechFlow: A Migration Guide

migrationguide

Switching from TRACS to MechFlow

Moving your shop's data from one system to another sounds daunting. Years of customer records, vehicle history, and financial data — you can't afford to lose any of it.

We've built MechFlow's migration process to make switching as painless as possible.

What Gets Migrated

  • Customers: All contact information, notes, and preferences
  • Vehicles: VIN, year/make/model, mileage history
  • Work order history: Your complete service history, linked to customers and vehicles
  • Inventory: Part numbers, quantities, costs, and vendor info

How It Works

  1. Export from TRACS: Export your data using TRACS's built-in export tools
  2. Upload to MechFlow: Use our import wizard to upload your data files
  3. Review & map fields: Our system automatically maps most fields — you just confirm
  4. Import: Hit import and your data flows into MechFlow
  5. Verify: Spot-check a few customers and vehicles to confirm everything transferred

Tips for a Smooth Transition

  • Run both systems in parallel for 1-2 weeks before fully switching
  • Start new work orders in MechFlow while keeping TRACS as reference for history
  • Train your team on MechFlow during slower hours — the learning curve is minimal
  • Reach out to support if you hit any issues — we've helped many shops through this process

Need Help?

Contact our migration team and we'll walk you through the entire process. We've helped dozens of shops make the switch successfully.