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
- 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