Migrate your Accruent Vx Field data

Work Orders are the primary transaction object in Vx Field. They carry status, priority, assignment, location, and scheduling data. We extract full work order histories including all status transitions and associate them with the originating Asset and Site. Standard CSV or API-based export captures the complete lifecycle from creation to closure.

Assets represent equipment, infrastructure, and physical items tracked across Sites. Vx Field supports hierarchical asset structures with attributes (category, subcategory, type, manufacturer) assigned from a single page in the 2023.12 release. We preserve the full attribute chain and parent-child relationships during migration.

Technicians are the mobile workforce records. Vx Field uses Position Categories and subCategories to classify technician roles (e.g., Engineer/Industrial or Marketing/Communications Director). We map Position Category assignments as a custom property on the destination User record, since destination CRMs do not typically have a native 2-tier position classification model.

Sites serve as the location hierarchy and act as the parent container for Assets and Work Orders. We preserve Site-to-Asset and Site-to-Work-Order relationships explicitly during migration to ensure the destination structure mirrors the source location topology.

Vx Field tracks parts stock across warehouses and mobile van inventories, with replenishment triggers tied to Work Order consumption. We export current stock levels, reorder points, and parts-to-work-order allocation records. Some ERP-centric inventory quantities may live in the linked accounting system and require cross-system reconciliation before import.

Scheduling and dispatch data includes technician assignments, time windows, and route data. Vx Field's real-time optimization continuously adapts dispatch plans. We capture the most recent finalized dispatch snapshot at migration time, but the continuous optimization state does not export cleanly and must be rebuilt as a baseline configuration in the destination system.

Position Categories are a 2-tier classification system for technician roles used to build Position Standards. This is an Accruent-specific construct not found in most destination platforms. We extract the full taxonomy and store it as a custom lookup table in the destination system rather than as native role data.

Vx Field grants external contractors mobile access at no additional per-seat cost. Contractor records are mixed with internal technician records in the user table. We separate contractor accounts by identifying records with external organization flags and map them to the destination system's vendor or contact model.

Preventive and planned maintenance records define recurring schedules tied to Assets and Sites. The 2023.12 release introduced PPM Builder with bulk update capabilities. We export PPM schedules, trigger frequencies, and associated asset/site assignments, but recurring schedule rules may require translation to the destination's scheduling engine.

Work Order and Asset documents are stored as attachments within Vx Field's document management system. We do not migrate binary document blobs directly. Instead, we extract document metadata (filename, type, associated object, upload date) and provide a mapping table so the customer can re-associate files from their document store post-migration.

Dashboard tiles are configurable KPI views shared between users in the mobile dashboard. Custom report definitions are user-built within Vx Field. These are proprietary UI configurations with no standard export mechanism. We do not migrate them; they must be rebuilt in the destination system.