Data management
Download a backup of your workshop's data, restore from a backup, and bring data in from other systems.
Settings → Data lets you take your own copy of your workshop's data, and restore it later.
Download a backup
Under Include in backup, choose what to include (or Select All):
Settings, Customers, Vehicles & Service Records, Quotes, Inventory, Technicians, Inspections, Audit Logs, Messages (SMS, WhatsApp and Telegram), Scheduled Messages, Notifications, Custom Fields and Uploaded Files (images, attachments, logo).
Including uploaded files makes the backup much larger and slower to produce. For a quick copy of your records, leave Uploaded Files out.
Store backups somewhere safe: they contain your customers' personal details.
Restore from a backup
Restoring replaces everything
Importing a backup replaces all existing data in this workshop with the contents of the file. Anything created since the backup was taken is lost. Download a fresh backup first, so you can go back if needed.
.zip (current format) and older .json backups are accepted.Import from other systems
Invoice Ninja and LubeLog imports add records alongside your existing data instead of replacing it. See Data import.
Removing sample data
If you started with sample data, remove it from the Sample data card on the dashboard. See First steps checklist.
Permissions
Backups and restores need Settings → Edit. Because a restore replaces all data, keep this permission to Owners and Admins.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.