Migration

Import your data

Switching from another system? Export your customers, vehicles, repair orders and their line items, payments, declined work and appointments, and upload the files together. Or send us the files and we load them for you.

Coming from another system?

Your current system

The data request to send your current vendor

Hello,

We are moving Brooks Motor Works to new shop software. Please send us a complete export of our shop's data as CSV or Excel files:

- Customers: customer ID, name, company, all phone numbers, email, address, notes
- Vehicles: vehicle ID, customer ID, year, make, model, VIN, plate, mileage
- Repair orders: RO number, date, customer ID, vehicle, subtotal, tax, total, balance due
- Line items: RO number, type (labor, part, fee, sublet), description, part number, quantity, unit price, cost, hours, labor rate
- Payments: RO number, date, amount, method
- Declined or recommended work: customer ID, vehicle, RO number, description, price
- Upcoming appointments: date, time, customer ID, vehicle, service

This is our business's data. Please send everything since we started using your software.

Thank you,
Brooks Motor Works

Or send us the files and we move them for you.

What the files can hold

Include a header row. Gravy works out what each file is and matches its columns by name, in any order. You can correct both on the preview.

Customers and vehicles: name (or first and last), company, phones, email, address, notes, vehicle (or year, make, model), VIN, plate, mileage, customer ID.
Repair orders: RO number, date, customer, vehicle, total, tax, balance due, description.
Line items: RO number, type (labor, part, fee, sublet), description, part number, quantity, unit price, hours, rate, cost, line total.
Payments: RO number, date, amount, method. Declined work: description, price, RO number or customer and vehicle. Appointments: date, time, customer, vehicle, service.

A one-file export with a date and amount on each row works too. Download a template →