Switching guide
Switching from MechanicDesk
Most of the risk in switching from MechanicDesk is in your history: customers, vehicles, service records, open quotes, declined work and account balances. This checklist covers what to export and in what order. BayAutomate migrates it free with a 6-month subscription. A direct MechanicDesk importer is in development, and until it is live our team migrates your export for you.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Export checklist
- Customers (with marketing consent if recorded)
- Vehicles: rego, VIN, make, model, odometer
- Service history and past invoices
- Open quotes and declined work
- Stock items, suppliers and prices
- Account customers and opening balances at cut-over date
Cut-over plan
- Pick a quiet cut-over date (end of month suits account balances).
- Export, then we review and confirm the scope in writing.
- Import into practice mode and check it.
- Finish open jobs in the old system, or move them across.
- Go live and keep read-only access to the old system for a while.
Offer
FREE DATA MIGRATION. Free with a 6-month subscription. Migration scope agreed after checking your existing software's export.
Status of what's on this page
| Capability | Status |
|---|---|
| Free assisted data migration Free with a 6-month subscription. Scope confirmed from what your current software can export. | Included |
| Direct MechanicDesk history importer Automated importer for service records, open quotes and opening balances. Until then our team migrates your export for you. | Coming soon |
| Customer and vehicle import (CSV) Upload a CSV: columns are matched automatically, a dry run shows duplicates, and re-importing the same export matches instead of duplicating. History, stock and balances are migrated by our team. | Included |
Checked 8 November 2026.