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
Clienti
Lands in Calisto as Contatti · 5 fields
Contatti clienti
Ordini di lavoro
Lands in Calisto as Registrazioni · 6 fields
Ordini di lavoro e lavori
Fatture
Lands in Calisto as Fatture · 5 fields
Fatture e fatturazione
Technicians
Lands in Calisto as Contatti · 5 fields
Personale tecnico
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