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

  • Mga Kustomer

    Lands in Calisto as Mga Kontak · 5 fields

    Mga tumutugon sa customer

  • Mga Trabaho

    Lands in Calisto as Mga Rekords · 6 fields

    Mga work order at trabaho

  • Mga Billing

    Lands in Calisto as Mga Billing · 5 fields

    Mga talaan at pagbibilang

  • Technicians

    Lands in Calisto as Mga Kontak · 5 fields

    Personalidad ng teknisyong staff

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