Data migration reference
Migrating from Autoview
Prepare each agreed extract using the routes below. The original menu sequence and output filenames have been retained.
← Back to data migrationCheck your Autoview version
These notes come from previous migrations and should be validated before use because menu wording and report options may change.
Parts
Parts stock
Parts > Administration > Reports > Valuation > Average cost → accept → save as partsstock.txt
Parts > Management > Xtra slide > Reset > Query → In stock = 1 → Accept → List → save as partsbin.txt
Parts > Reports > Price lists → accept → save as partsbin1.txt
Customers
Customer data
Marketing > Target Lists > CSV Export > Full veh Reg Extract
Ensure Include opt-out records is ticked, then save as CUSTOMERS.CSV.
Run this report in every branch. Vehicle records are shared, but customer records are branch-specific.
Service
Service history
Service > Reports > Service history > By account code → select Detailed → Accept → save as servhist.txt
This extract also needs to be run for each branch.
Accounts
Sales and purchase ledgers
Accounts > Sales Ledger > Reports > Customer list > By account → Accept → save as slcust.txt
Accounts > Sales Ledger > Reports > Trans list current → Accept → save as sltrans.txt
Accounts > Purchase Ledger > Reports > Supplier list → Accept → save as plsupp.txt
Accounts > Purchase Ledger > Reports > Current transactions → Accept → save as pltrans.txt
