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

  • Clientes

    Lands in Calisto as Contatos · 5 fields

    Contatos do cliente

  • Ordens de serviço

    Lands in Calisto as Registros · 6 fields

    Ordens de serviço e trabalhos

  • Faturas

    Lands in Calisto as Faturas · 5 fields

    Faturas e faturamento

  • Technicians

    Lands in Calisto as Contatos · 5 fields

    Equipe técnica

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