Migrate your FieldEdge data

Customer records export as standard CSV or via the API, including contact details, address, billing history, and account metadata. We map them 1:1 into the destination CRM's contact or account object, preserving creation dates and owner assignments.

Work orders are the primary job record in FieldEdge. They export with technician assignment, status, timestamps, line items, and internal notes. We map Work Order number and status to the destination's equivalent job or task object and preserve the technician-to-record relationship.

Invoice records export with payment status, amounts, line items, and QuickBooks sync state. We map them into the destination's invoice or billing object, flagging any that are marked 'Synced to QuickBooks' so the customer knows which records are already reconciled.

Service Agreements (recurring maintenance contracts) exist as distinct objects but export requires navigating the Customer record hierarchy. We pull them as a separate export pass and map them to the destination's contract or subscription object, noting the billing frequency and next renewal date.

Inventory Items map to the destination's product or parts catalog. FieldEdge stores parts with pricing and stock levels tied to Work Orders. We export parts with SKU, unit price, and associated work-order history, then create or match them in the destination's catalog.

Dispatch board records show technician-to-job assignments on a given date. We extract active assignment schedules and map them to the destination's scheduling or resource-assignment objects. Historical assignments are preserved as read-only scheduling records.

Payment records linked to invoices export with amount, payment method, date, and settlement status. We map them to the destination's payment or transaction object, linking each payment to its parent Invoice record.

Technician and office-user accounts export with role, business-unit assignment, and contact details. We map them to the destination's user or employee object and flag any with inactive status so they are not erroneously migrated as active team members.

FieldEdge uses NationBuilder's Log Contact feature to store canvassing notes and activity outcomes. NationBuilder does not expose a direct export endpoint for this data. We use the customer's existing Zapier-based spreadsheet sync or direct manual export as the source of truth and cannot guarantee completeness from API alone.

Proposal Pro is an add-on feature on Select and Premier tiers. Proposal records export with linked customer and line items. We map them to the destination's quote or proposal object, flagging those in 'Accepted' or 'Expired' status for lifecycle awareness.

Custom fields on Customers, Work Orders, and Invoices vary by tenant configuration. We enumerate all custom fields during discovery, map them to destination custom fields where a type match exists, and flag any unsupported field types for manual remediation.

FieldEdge tracks a 'Synced to QuickBooks' flag on Invoices and Payments. We export this flag as a read-only custom property in the destination so the customer can audit which records already reconciled in QuickBooks before cutover.