Import/Export

Workshop Mate Allows you to import data from a CSV file so long as the “Import Conditions” are met on each import.

  • Go to ‘Maintenance’
  • Click on ‘Import/Export’
  • There are a number of ‘Import Types’ which can be selected to import
  • Click the ‘Import Type’ you wish to import
  • Read the import conditions, please note there are some fields in each import routine that are mandatory
  • Ensure all of the headings in your CSV file are identical to the ones in Workshop Mate
  • If you don’t have all of the information to import that is fine, it will only import matching headings
  • Select the data file to upload by clicking the ‘Browse’ button
  • Click ‘Import Data’
  • You will receive results on what was successfully imported and what has failed
  • Go to ‘Maintenance’
  • Click on ‘Import/Export’
  • Click ‘Export Data’ on the required ‘Import Type’
  • Click ‘Open’ to view the file (This may vary depending upon your Web Browser)
  • Click ‘Save’ to save the file in the desired location