Switching to Spectra
Switch your DMS without starting again.
We move your stock, customers and opening balances into Spectra and train your team, in every plan. In a demo we will show you what maps, and what does not.
We move your data and train your team
Onboarding is included in every plan. Send us your exports. We move your stock, customers and opening balances and train your team. On Starter, we do the import for you.
- Your stock, customers and opening balances, moved for you
- Training for the people who will run stock, sales, workshop and accounts
- Included in every plan
Import what you have with Data Hub
From ProfessionalOn Professional, the Data Hub lets you import more yourself: contacts, companies, stock, and sales and purchase invoices from CSV, JSON or Excel. You can also export tables.
- CSV, JSON and Excel
- Create or enrich mode
- Export tables at any time
Opening balances
Opening-balance import in finance brings your balances across on day one, so the ledger starts where your old system left off. Your accountant will want to review the figures.
Stock and the stock book
We bring your stock across during onboarding. Every vehicle carries a configurable Stock ID that doubles as its VAT margin-scheme stock-book reference. On Professional, add more through the Data Hub.
The paper backlog
From ProfessionalOn Professional, AI Document Import reads a PDF or image, such as a supplier invoice. You review the data, and the action it recommends runs only when you approve.
Keep your accounting package
Spectra syncs to Xero, Sage and QuickBooks once you connect your account, with reconciliation reports. HMRC Making Tax Digital submission and Open Banking through TrueLayer connect the same way.
See every integrationWhat we need from you
A short list gets a migration moving.
- Exports from your current system: contacts and companies, stock, and open deals if you have them
- Your opening balances and chart of accounts from your accountant
- The accounts you want to connect: your accounting package, HMRC and DNA Payments, plus Twilio and 3CX on Professional
- A decision on who does what: the people who will run stock, sales, workshop and accounts
- A view on what to leave behind, because not everything needs to move
A realistic order of work
Every dealership is different, so we do not publish a fixed timetable. This is the order we would suggest.
Step 1: Talk
Book a demo and tell us what you run today and what you will not be able to do without.
Step 2: Map
We match your export columns to Spectra fields with you, and agree what to bring across.
Step 3: Import
We load your customers, then your stock. On Professional you can enrich them later in the Data Hub.
Step 4: Balances
We import your opening balances, and you connect your accounting package.
Step 5: Paper
Feed the backlog of invoices and job sheets through AI Document Import, reviewing each one.
Step 6: Roles and training
Set up your users on the eight roles, and we train them. Connect payments, and on Professional messaging and telephony.
Step 7: Run alongside
Keep your old system available while your team learns Spectra, and stop using it when you are ready.
What to check before you commit
Custom roles and single sign-on are not available. The Data Hub and AI Document Import are part of Professional. We walk you through which transactions reach the ledger automatically.
Questions and answers
Can Spectra import from my current DMS directly?
Spectra imports files rather than connecting to another vendor's system. If your current system can export CSV, JSON or Excel, we can bring it across.
Who moves our data, and who trains the team?
We do, in every plan. Onboarding covers moving your stock, customers and opening balances into Spectra and training your team.
Will I lose my history?
You choose what to bring across. Contacts, stock and opening balances are the usual starting point, and anything you do not import stays where it is. Keep your old system available for reference for as long as you need.
How long does a switch take?
It depends on how much data you have and how clean it is. We will talk it through with you in the demo.
Do I have to do it all at once?
No. Import contacts and stock first, connect accounts next, and work through paper as you go.
Can the AI import my invoices?
On Professional, AI Document Import reads a PDF or image, lets you review and edit the data and applies the action you approve. It does not apply anything on its own.
Is the Data Hub in every plan?
No. Data Hub, including AI Document Import, is part of Professional. On Starter we still move your stock, customers and opening balances for you as part of onboarding.
Will my accountant be able to keep using Xero, Sage or QuickBooks?
Yes, once you connect your account, Spectra syncs to it with a queue and reconciliation reports.
Plan your switch with us
Book a demo and bring an export from your current system. We will show you what maps and what does not.
Spectra. The DMS for leisure dealers.