Calisto Pro
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By its export file

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

  • Clientes

    Lands in Calisto as Contactos · 5 fields

    Contactos del cliente

  • Órdenes de trabajo

    Lands in Calisto as Registros · 6 fields

    Órdenes de trabajo y trabajos

  • Facturas

    Lands in Calisto as Facturas · 5 fields

    Facturación y cobros

  • Technicians

    Lands in Calisto as Contactos · 5 fields

    Personal técnico

Export file

Exporting from FieldEdge

  1. In FieldEdge, click the Customers tab.
  2. Click Export and choose to download an Excel file (CustomerList.xlsx).
  3. Drop the file below.

The file carries each customer's name, address, phone, email and company.

FieldEdge’s own help page

Before 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