Migrate your Evatic data

Work Orders are the primary operational record in Evatic. They carry status, priority, assigned technician, customer reference, asset link, and timestamps. We migrate Work Orders with full field fidelity and preserve status history as a linked activity log.

Customer records include contact details, billing addresses, and SLA tier. We preserve the customer-to-asset linkage during migration so the destination CRM maintains the relationship graph.

Assets represent physical equipment or devices under service. Evatic links Assets to Customers and Units. We migrate the Asset record and its parent-child hierarchy intact.

Units are specific model or serial-number instances attached to an Asset. Evatic tracks unit-level detail (model, firmware, install date) as a distinct child of Asset. We handle the unit-to-asset foreign key mapping explicitly.

Contracts define entitlement rules, response times, and billing terms tied to Customers or Assets. Contract schema varies by service tier and may include custom SLA clauses. We preserve contract header data and flag entitlement rules for field-level review.

Technician records include skills, certifications, region, and schedule availability. Evatic may store schedule data separately. We migrate the technician profile and map skills to owner or user assignment fields in the destination.

Evatic tracks parts and consumables against Work Orders and depots. Inventory levels and reorder points are linked to purchase records. We migrate current stock positions and map part SKUs to destination inventory items.

Service Reports are the completed output of a Work Order, including technician notes, parts used, and customer sign-off. Report body content may be stored as rich text or blob. We extract the report text and attach it to the corresponding Work Order record in the destination.

Evatic allows custom fields on Work Orders, Assets, Contracts, and Units. Custom field definitions are not publicly documented. We inventory all populated custom fields during discovery and map them to equivalent custom properties or note fields in the target.

Work Orders and Service Reports may carry attachments such as photos, PDFs, or signature images. We export attachments as binary blobs and re-attach them to the corresponding record in the destination system.

Evatic integrates with DATEV for accounting in German-speaking markets. Invoices are linked to Work Orders and Customers. We migrate invoice headers and line items, though fiscal metadata (tax codes, DATEV-specific fields) may require post-migration adjustment.

Status changes, dispatch events, and SLA breach flags are recorded as activity entries against Work Orders. We preserve the activity timeline to maintain audit continuity in the destination.