Migrating from SalesLogs

If you're moving from SalesLogs, you can bring every deal across to Autopilot without re-typing anything. Export a CSV from SalesLogs, then upload it on the Autopilot import screen — the column mapping is automatic for SalesLogs exports.

The whole process takes a few minutes per sales channel.

Export from SalesLogs

Open app.saleslogs.com and sign in to the dealership account you want to export.

1. Open the side menu

On the dashboard, click the menu icon at the top-left of the header. The vertical sidebar slides out, showing each of your yards (sales channels).

2. Pick a yard, then any tab inside it

Click any yard from the sidebar — your dealership's yards will appear there. The yard expands into its sub-pages.

Click any of these — it doesn't matter which:

• Orders
• Going Out
• Delivered
• Pre-Reported

You'll land on the Sales Log table for that yard.

3. Open the export dialog

At the bottom-right of the Sales Log, click the Export button. SalesLogs opens an "Export Options" dialog.

4. Configure the export

Select Export all rather than the default "Printable Columns & Filtered data Only" — the printable view drops fields Autopilot can use.

Then set:

• Date range: Export All
• File format: CSV (or XLSX — Autopilot accepts both)

Click EXPORT. The file downloads to your computer.

5. Repeat for each yard

SalesLogs exports one yard at a time. Repeat steps 2–4 for every yard you want to bring across. You'll end up with one CSV file per yard.

Import into Autopilot

In Autopilot, open Settings → Import (or follow the import step in onboarding).

Upload one of your CSV files. Autopilot recognises the SalesLogs column layout automatically and pre-maps every field — sales person, client, vehicle, dates, finance, all of it. Confirm the preview, and the deals land in your sales log.

Repeat the upload for each remaining CSV. Each import is independent, so if you spot an issue with one yard you can re-do just that one without touching the others.

What gets brought across

Every deal field SalesLogs tracks is mapped, including:

• Customer details (name, phone, email, suburb)
• Vehicle details (make, model, VIN, stock number, rego)
• All dates (deal date, estimated delivery, actual delivery, reported, settlement)
• Sales person and finance manager (matched by name to your team in Autopilot)
• Payment method and finance company
• Trade-in details when present

Anything Autopilot doesn't have a built-in column for is preserved as a custom field on the deal so nothing is lost.

What to do after importing

Once your data is in:

1. Spot-check a few deals — open the sales log and click into a couple of deals to confirm the fields look right.
2. Add your team — invite the salespeople and finance managers from Settings → Team. Imported deals already reference them by name, so the link-up is automatic when they accept the invite.
3. Set monthly targets — Settings → Targets. Imported history makes it easy to see what realistic targets look like.

If anything doesn't look right after the import, you can either:

• Edit individual deals from the sales log
• Or request a fix and we'll dig into it

Importing is non-destructive — you can run it multiple times safely as you iterate on your team and channel setup.