Switching

Switch shop software without retyping a customer

Export a CSV from your current system or spreadsheet. We import customers and parts for free, and you run both systems for a week until you're sure.

Import · customers.csvMapped
Name→ Customer name
Mobile→ Phone / WhatsApp
Plate→ Vehicle note
Balance→ Opening balance

Templates for customers and parts; we do the first import free.

The switch

Three working days, then a week of overlap

  1. Day 0

    Export

    Export customers, vehicles and parts from your current system or spreadsheet as CSV or Excel.

  2. Day 1

    Send it to us

    Upload through the switch form or support; we check the columns.

  3. Day 1–2

    We map and import

    Customers, parts with stock and prices, and vehicle notes, into your account.

  4. Day 2

    You check

    Spot-check ten customers and twenty parts; we fix anything that looks off.

  5. Day 3

    Run both for a week

    Open new jobs in AutoShop POS and finish old ones in the old system.

What moves

What comes across, and what stays behind

DataFieldsImported
CustomersName, phone, email, address, customer group, opening balanceYes
Parts / productsSKU, name, category, brand, unit, cost, price, opening stock, taxYes
Labour servicesService names and hours; set your rateYes
SuppliersName, contact, balancesYes
VehiclesPlate, VIN, make/model/year as vehicle notes or custom fieldsReviewed with you
Repair-order historyOld ROs and invoicesKeep your old export as an archive; ask about summaries
Plates C-02 · switching01
Import · customers.csvMapped
Name→ Customer name
Mobile→ Phone / WhatsApp
Plate→ Vehicle note
Balance→ Opening balance

Templates for customers and parts; we do the first import free.

1

Map your columns

Your “Mobile” becomes our phone field, your “Plate” becomes a vehicle note. We confirm the mapping before importing.

2

Count once, then trust it

Opening stock comes in with your parts. Do a quick count of fast movers on switch day.

3

History starts now

From the first repair order, every visit builds the vehicle history automatically.

Plan my switch

Tell us what you use now. We reply with what we can import and a date.

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Diagnostics

Scan the codes: questions shop owners ask

SW-C201What does switching cost?

Nothing. The first CSV import of customers and parts is free during onboarding.

SW-D202Can I bring my repair-order history?

Old repair orders usually do not map cleanly; keep your old system’s export as an archive and we can import customer and vehicle notes summarising past work.

SW-D203Which systems can I switch from?

Any system or spreadsheet that exports CSV or Excel: other shop management software, accounting tools or paper records typed into a sheet.

SW-D204Will my customer balances carry over?

Yes. Opening balances import with customers.

SW-T205How long does switching take?

Typically two to three working days for the import, then a week of running both systems.

SW-T206When is the best time to switch?

Start of a week or month, after you have closed open invoices in the old system.

SW-C207What about my current contract?

Check your current vendor’s cancellation terms before you cancel; AutoShop POS itself has no contract.

SW-H208Do you train my staff?

Yes, a training session is part of onboarding, and the help centre has step-by-step guides.

Your data, moved for you, free

Start the trial and send us your export the same day.

  • 14-day free trial, no card
  • No contract, cancel monthly
  • Free CSV import
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