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Generic CSV import

Migrate from Shopmonkey to Pitlane.

Pitlane uses its generic CSV importer for Shopmonkey exports. Shopmonkey's customer/vehicle export comes out close enough to Pitlane's canonical schema that the column-name parser handles it without a per-source provider — the importer auto-maps standard fields like Customer Name, Phone, Email, VIN, License Plate.

The migration runs from /settings/migration inside Pitlane. There's no integration to set up. Shops switching from Shopmonkey usually do it because the layoff cycles and roadmap slowdown have made vendor stability a question, not because the product itself broke.

30-day free trialLive in < 10 minutes Re-imports are non-destructive

What transfers from Shopmonkey

  • Customer first/last name, phone, email — deduplicated on email or phone
  • Mailing address fields (street, city, state)
  • Vehicles with VIN, year, make, model, license plate
  • Last-known mileage and last service date when included in the export

What stays behind (and why)

  • Repair-order line items (Pitlane's RO writer is in beta as of May 2026)
  • Inventory and parts catalogs
  • Shopmonkey-specific integration data (CarFax, accounting hooks)

Where to find the export inside Shopmonkey.

Shopmonkey → Reports → Customer Export. Pick the CSV format. If your account has multiple shops, export each separately so the importer associates customers with the right Pitlane workspace.

The full migration in five steps.

  1. 1

    Export your customer list from Shopmonkey

    From the Shopmonkey reports area, export Customers (and vehicles, if separate) to CSV. Full list, no filter. The importer dedupes so re-imports are safe.

  2. 2

    Sign up for Pitlane

    Create your free trial account. The migration tool is included on every plan, including the trial.

  3. 3

    Settings → Migration → drop the CSV

    Pitlane's generic importer reads standard customer/vehicle column names. If the fingerprint isn't 100% recognized, you'll be prompted to confirm the mapping; the preview shows exactly what will land.

  4. 4

    Review and import

    Confirm row count and warnings. The import runs in seconds for normal shop sizes; thousands of rows stream in without locking the page.

  5. 5

    Stop Shopmonkey's customer-outreach where it overlaps

    If you've used Shopmonkey's review or marketing modules, turn them off after the Pitlane import — otherwise customers will get duplicated outreach. Pitlane's review automation, win-backs, and declined-work recovery cover the same surface.

After the migration: what to keep, what to drop.

Keep

  • Shopmonkey for repair orders, parts, and inventory until Pitlane's RO writer reaches GA
  • Any vendor-specific integrations you actively use
  • Your accounting integration if it's tied to Shopmonkey invoicing

Drop

  • Shopmonkey's review and marketing add-ons (Pitlane covers them)
  • Manual win-back campaigns you've been running
  • Third-party SMS or review tools — Pitlane has both built in

Questions about migrating from Shopmonkey.

Why are shops moving off Shopmonkey?

The two reasons we hear most often: vendor stability (Shopmonkey has been through multiple rounds of layoffs since 2024 and customer-facing roadmap motion has slowed), and the customer-side workflow being lighter than what shops want for retention. Many shops keep Shopmonkey for the RO workflow and add Pitlane for the customer relationship and AI workflow.

What if Shopmonkey's CSV export looks different from what the importer expects?

Pitlane's generic importer matches by column name with multiple aliases per field. If a column doesn't match any known alias, the import still completes — the unrecognized field is dropped and a warning is logged. Email support@usepitlane.com with the column name if it's critical and the parser is updated in the next release.

Can I migrate a multi-location Shopmonkey account?

Yes — but each Pitlane workspace maps to one shop. Export each Shopmonkey location separately and import each into its own Pitlane workspace. If you need shared customer data across locations, that's deferred until Pitlane's multi-shop feature ships in a later phase.

Does the migration preserve historical service records?

It preserves what's in the export — typically last service date and last known mileage. Full RO line-item history stays in Shopmonkey because it's not part of standard exports. Pitlane reminder logic works off the imported service-record stubs.

Ready to import your Shopmonkey list?

30-day free trial, no credit card. The migration tool is included in the trial — drop in your CSV and you’re live.

Migrating from another tool?