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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

  • Customers

    Lands in Calisto as Contacts · 5 fields

    Customer contacts

  • Work Orders

    Lands in Calisto as Records · 6 fields

    Work orders and jobs

  • Invoices

    Lands in Calisto as Invoices · 5 fields

    Invoices and billing

  • Technicians

    Lands in Calisto as Contacts · 5 fields

    Technician staff

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