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

  • 顧客

    Lands in Calisto as 連絡先 · 5 fields

    顧客連絡先

  • ワークオーダー

    Lands in Calisto as レコード · 6 fields

    ワークオーダーとジョブ

  • 請求書

    Lands in Calisto as 請求書 · 5 fields

    請求書および請求

  • Technicians

    Lands in Calisto as 連絡先 · 5 fields

    技術スタッフ

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