FREE DATA MIGRATION
Migrate from Workshop Hub
Workshop Hub syncs with Xero, MYOB or QuickBooks, which helps when you switch. Even where an export is limited, invoice history and customer balances can often be recovered from your accounting file. We check what Workshop Hub can export for your account and agree the scope before starting. Migration is free with a 6-month subscription.
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.
What to export
- Check Workshop Hub for customer, vehicle and job list exports (CSV or Excel), and send us what is available.
- Export the customer and invoice lists from your accounting software (Xero, MYOB or QuickBooks) as a backup source.
- List open quotes and booked jobs at cut-over.
- We review both sources and confirm the scope in writing.
How your data maps across
| Workshop Hub | BayAutomate |
|---|---|
| Customers | Customers |
| Vehicles (from job records) | Vehicles |
| Jobs / invoices | Service history |
| Accounting receivables | Opening balances at cut-over |
| Open quotes | Open quotes (re-created and linked) |
Things to watch for
- If your plan included an AI receptionist or review requests, those settings are re-created rather than migrated.
- Accounting data has invoices but not always the vehicle. We link history to vehicles using the job records.
The offer
FREE DATA MIGRATION, with a 6-month subscription. The exact scope is agreed after we check what your current system can 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 |
| 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.
Questions
Do I lose my Xero history?
No. Your Xero file stays as it is. BayAutomate will sync new invoices to it when the Xero connection is live.