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

  • 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

  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