Importing data from your previous software

Bring data over from your previous software or a spreadsheet in Workshop settings, Import data. You need a CSV or XLSX file whose first row holds the column names.

The order

Import in this order, skipping what you don't need: Services, Mechanics, Customers, Vehicles, Future bookings. Each step finds what the earlier ones added, by email or name.

How to import

1. Choose the kind of data. You can download a Template or use your own file.
2. Choose the file and click Upload and match columns.
3. For each field pick the column from the file. You can save the matching and reuse it next time.
4. Click Check the file. You'll see how many rows are new, to update, skipped and with errors. Nothing is saved yet.
5. Click Import. It runs in the background, so you can leave the page. At the end, Download report gives the result for every row.

Good to know

• Rows with errors are skipped. Fix them in the file and import it again: rows already added are skipped.
• With mechanics you can send email invitations straight away.
• With bookings you can tick Import past bookings as history. Customers won't get messages about them.

Tip Would you rather we did it? See Free data migration.