FREE DATA MIGRATION
Migrate from Workshop Software
Workshop Software has an Export option under Actions, which produces separate files for customers, vehicles, suppliers, products and history. History comes as two files, Invoice Headers and Invoice Items, and both are needed to rebuild service history. We migrate them 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
- In Workshop Software, open Actions → Export from the left menu.
- Export Customers, Vehicles, Suppliers and Products.
- Export History. You will get Invoice Headers and Invoice Items, and we need both.
- Optional: Business Reports (Analytics → Business Reports) can be downloaded as CSV on some plans.
- Send us the files, and we confirm the scope in writing.
How your data maps across
| Workshop Software | BayAutomate |
|---|---|
| Customers | Customers |
| Vehicles | Vehicles |
| Invoice Headers + Invoice Items | Service history (header and lines rebuilt together) |
| Products | Stock items |
| Suppliers | Suppliers |
Things to watch for
- Duplicate display names are common. We match and merge them in the dry run before anything is imported.
- Without Invoice Items, history comes across as totals only.
- Some report exports depend on your Workshop Software plan level.
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
What if I only have customer and vehicle files?
We can import those straight away with our CSV importer. History can follow when the full export is available.