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
고객
Lands in Calisto as 연락처 · 5 fields
고객 연락처
작업 주문
Lands in Calisto as 기록 · 6 fields
작업 주문 및 작업
송장
Lands in Calisto as 송장 · 5 fields
송장 및 청구서
Technicians
Lands in Calisto as 연락처 · 5 fields
기술자 직원
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