If you are new to Auxo Workshop and want to import data from your existing system, this guide will help you through the process.
đď¸Note: If the system you want to transfer data from is Xero; your Xero customers can be imported into Auxo Workshop automatically when setting up the integration! Read more here
What We Can Import
We can currently import:
Customers
Vehicles
Reminders
Limitations and Exceptions
Customers
Invalid email addresses cannot be imported
E.g. "john.doe>com" or multiple email addresses in the one field
Phone numbers exceeding 15 digits or including invalid characters (e.g. #@^) cannot be imported
Vehicles
The vehicle import can include WOF & Service Reminders and one additional custom reminder (e.g. "Cambelt Replacement") per vehicle
Make & Model fields are imported for vehicles, if you only used the "description" field to capture this info in the old system your data may appear incomplete
What We Cannot Import
In the future we will be able to import more information, however, at this time, we cannot import:
Invoice/Job History
Stock
Suppliers
Work in Progress (WIP)
Quotes
Other transaction types (receipts, credit notes, creditor transactions etc).
When available the following limitations will apply to these data types:
Invoice/Job History
Only invoices linked to a valid customer in the customer data will be imported (e.g. invoices won't be imported if the customer was deleted from the old system)
If the vehicle linked to an invoice isn't in the vehicle data, the imported invoice will have no link to the vehicle (some systems allow a rego on jobs with no corresponding vehicle in the vehicle database)
Invoices are imported for 'service history' purposes only; unpaid balances will not be imported & should be accounted for in Xero etc.
Due to rounding and discounting incompatibilities between systems, the invoice totals may not match the source data once imported into Auxo Workshop
How Much Data to Import
When deciding how much data to import, less is often better. Hereâs why:
Less Clutter: Moving less data means less junk and outdated information.
Accuracy: Reduces the chance of including vehicles no longer owned by your customers.
Performance: Less data means faster system performance.
If your old system allows you to limit the date range of the data you're exporting - we recommend limiting it to data from the last 3-4 years, with a maximum of 7 years.
In some instances, we may be able to help limit the data - so please be sure to let us know how much history you would like to retain.
Converting Data from Other Systems
Below is a list of systems we can import from. If you're using one of these systems, let us know and we'll help you through providing us with the required data to import into Auxo Workshop:
SAM
Synergy
webSAM
Orion
Workshop Software
Mechanic Desk
Xero
If your system isnât listed above, donât worryâweâre here to help! The key is getting the data out of your current system.
Most systems have data export features. If you canât find them, try reaching out to the support team of the system youâre using or check their help guides.
Once you have the data, reach out to us at [email protected] or use the Support Messenger by clicking the little orange icon at the bottom right of the screen in Auxo Workshop. Weâre here to support you every step of the way!