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Everything about your data that isn’t day-to-day work lives under Settings → Data: custom fields, imports, exports, and the audit log. This page covers what each tool does, who can use it, and where the point-of-no-return switches are.

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Custom contact fields

ShopWrk ships with sensible contact fields. When your shop tracks something specific, like a fleet account number or a warranty provider preference, create a custom field:
1

Open the custom fields manager

Go to Settings → Data → Custom Fields and click New field.
2

Define it

Name the field and choose its type (text, number, date, or choice). Order it where it makes sense on the contact form.
3

Use it

The field appears on contacts immediately. Forms can bind to custom fields too; see Forms.
Deleting a custom field permanently deletes every value stored in it across all contacts. Export your data first if there’s any chance you’ll want those values back.

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Importing from another platform

Moving from Tint Wiz, Urable, or a spreadsheet? Settings → Data → Import walks you through it:
  1. Pick your source. Tint Wiz and Urable import directly; anything else uses a generic CSV upload with column mapping.
  2. Review the preview. ShopWrk shows how many customers, vehicles, and history records it found before anything is written.
  3. Start the import. Large imports run in the background; you’ll see progress and a completion summary.
The importer brings over customers, vehicles, and historical records. If you want estimates or jobs recreated as live ShopWrk work, set those up after the import rather than expecting the importer to fabricate them.
During onboarding, the Migration step uses this same machinery with platform-specific guidance. See Onboarding.

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Exporting your data

Settings → Data → Export produces CSV files for five datasets: customers, jobs, invoices, estimates, and services. Exports are the answer to three common moments:
  • Month-end bookkeeping: hand your accountant the invoice and customer exports.
  • Before deleting a custom field or requesting shop deletion: export first, always.
  • Moving off ShopWrk: take everything; it’s yours.
Exports are permission-gated. If the buttons are missing, ask an Owner to check your access settings.

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The audit log

Settings → Data → Audit Log records who changed what and when, filterable by area and team member. It answers the two questions owners actually ask after something looks wrong: who touched this record, and did the price change come from us? It’s read-only and always running. There’s nothing to configure; just know it’s there when you need to reconstruct an afternoon.

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Deleting your shop

Shop deletion is permanent removal of all shop data, available to Owners under Settings → Data. The flow requires verification with support before anything happens; nothing deletes at the push of one button. Before requesting deletion:
  • Export every dataset you might ever want again. There is no recovery after deletion completes.
  • Cancel your subscription first if the deletion is because you’re leaving; see billing.

Roles and permissions

Who can import, export, and delete.

Onboarding wizard

Where migration fits during setup.