Import from your shop software
Bring your customers, past jobs and invoices over from a CSV or Excel export.
Open Jobs › Settings and click Import under Bring your data over. Import in this order: customers, then jobs, then invoices, so jobs and invoices land on the right customers.
1. Export from your old software
Most shop management software can export customers, repair orders or invoices as a CSV or Excel (XLSX) file, usually from a report or a list's export button. Export one kind at a time. Files can have up to 10,000 rows and 15 MB.
2. Upload and check
Choose What's in the file?, pick the file and click Upload and check. BayRobin matches the column headings it recognizes and shows an example value for each. Fix any match that's wrong, or set it to Don't import. Rows are matched to customers you already have by phone, email or name.
There's no named importer for a particular shop system, and no live connection: every export is read the same way, so check the matches before you import. Vehicle details aren't imported yet; they're added from a job's details (see Vehicles, VINs and mileage).
3. Import
Click Import. Imported jobs and invoices are history: no texts, review requests or automations go out for them.
Made a mistake? Open the import under Past imports and click Undo import. It removes exactly what that import added, and keeps customers who have other jobs since.