FREE DATA MIGRATION
Migrate from Workshop Mate
Workshop Mate workshops usually have years of job cards, reminders and parts records, plus Xero or MYOB accounting. We work with whatever Workshop Mate can export for your account, use your accounting file as a second source for invoices and balances, 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 Mate for customer, vehicle and job card list exports, and send us what is available.
- Export the customer list and aged receivables from Xero or MYOB.
- Export your parts inventory list if available.
- We review the files and confirm the scope in writing.
How your data maps across
| Workshop Mate | BayAutomate |
|---|---|
| Customers | Customers |
| Vehicles | Vehicles |
| Job cards | Service history |
| Reminders / next service | Service-due dates for automated reminders |
| Parts inventory | Stock items |
Things to watch for
- Service reminder dates matter most. They drive the reminders that fill your diary, so we bring them across as due dates.
- NSW prescribed-parts (Form 2) records are kept as history notes.
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
Can my reminders keep going after I switch?
Yes. Next-service dates are imported, so BayAutomate's reminders carry on (real sending switches on at launch).