Workshop Software provide the following information on how to export data from their system: https://workshopsoftware.com/knowledge-base/actions/export-data/
However some important points to note:
If you are wanting to convert service history, please ensure you select the option to Export History
This can be limited to a specified date range, use this option to limit the data you're converting (read more on this in our Data Conversion article here)
Export history will provide you with two files, the Invoice Headers and Invoice Items, please ensure you receive both of these and send them to us for the conversion
⚠️Important Note: In data exported from Workshop Software, the "Display Name" field is the unique identifier for customers, linking them to their vehicles and invoices/jobs. However, this identifier must be unique (per customer) when importing data into Auxo Workshop. If there are duplicate Display Names in the exported customer data, our import tool will remove duplicates and retain only one. To control which customer record is retained, you can review and edit or remove any duplicates before sending the data to us.
Once you receive the exported files please send them to [email protected]