📄Data Conversion Requests - Please first read this article to understand the inclusions and limitations of data conversions. After reading the article, you can use the link below to submit a data conversion request:
✅ What We Can Import
We can currently import:
Customers
Vehicles
Reminders
Suppliers
Invoices/Job History (for Service History purposes only)
Parts
⚠️ Limitations and Exceptions
Data conversions can be complex, and due to compatibility issues across systems, data conversions may not have a 100% success rate. For example some invoices may not import because in the source data the associated vehicle or customer have invalid IDs.
Customers
Invalid email addresses cannot be imported (e.g., "john.doe>com" or multiple email addresses in one field).
Phone numbers exceeding 15 digits or including invalid characters (e.g., #@^) cannot be imported.
Vehicles
Reminders: The vehicle import can include WOF & Service Reminders and one additional custom reminder (e.g., "Cambelt Replacement") per vehicle.
Blank Rego in Synergy: As Auxo Workshop will not import vehicles with no rego, any vehicles from Synergy with a blank rego number will have a unique rego automatically generated during the conversion starting with "Z_").
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.
Invoice/Job History
⚠️Invoices are imported for 'service history' purposes only and will be considered fully paid; any outstanding balances will not be imported and should be accounted for in Xero, etc.
Only invoices linked to a valid customer in the customer data can be imported.
If the invoice is linked to a vehicle / rego that isn't included in the vehicle data, the invoice may not be imported.
WIP Jobs are imported with the status of "Booked" and Invoices with the status of "Invoiced"
Due to rounding and discounting incompatibilities between systems, the invoice totals may not match the source data once imported into Auxo Workshop.
Job Text/Job Notes are limited to 2000 characters
❌ What We Cannot Import
In the future, we will be able to import more information. However, at this time, we cannot import:
Techicians
Quotes
Other transaction types (receipts, credit notes, creditor transactions, etc.)
How Much Data History to Retain
When deciding how much data to import, less is often better. Here’s 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Less Clutter: Moving less data means less junk and outdated information.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.
📌 Recommendation: 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 on the data conversion request form.
Software Systems that can be Converted
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
🗒️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
If your system isn’t listed above, don’t worry—we’re here to help! The key is getting the data out of your current system. Most systems have data export features. If you can’t find them, try reaching out to the support team of the system you’re using or check their help guides.