Migration guide
Move your data from FieldEdge
FieldEdge does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.
What moves
What comes across
Kunden
Lands in Calisto as Kontakte · 5 fields
Kundenkontakte
Arbeitsaufträge
Lands in Calisto as Datensätze · 6 fields
Arbeitsaufträge und Jobs
Rechnungen
Lands in Calisto as Rechnungen · 5 fields
Rechnungen und Abrechnung
Technicians
Lands in Calisto as Kontakte · 5 fields
Technikerpersonal
Export file
Exporting from FieldEdge
- In FieldEdge, click the Customers tab.
- Click Export and choose to download an Excel file (CustomerList.xlsx).
- Drop the file below.
The file carries each customer's name, address, phone, email and company.
FieldEdge’s own help pageBefore your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms