Migrate your Jarvis CRM data
FileMaker-powered CRM/ERP hybrid with per-customer instances, full customizability, and integrated accounting. It is not a SaaS product and has no documented public API, making migration a custom-engineering project.
In its favor
Why people choose Jarvis CRM
The signal that keeps Jarvis CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Jarvis is built on Claris FileMaker Pro, giving each customer their own individual hosted instance rather than a shared multi-tenant database, which appeals to organizations with strict data-separation requirements.
The platform combines CRM, ERP, project management, and accounting in one integrated system, reducing the need for separate tools and manual data re-entry between systems.
Customer service receives consistent praise across G2 and Capterra reviews, with multiple customers citing responsive one-on-one support during onboarding and ongoing use.
The award-winning interface and intuitive design reduce training time, according to small-business reviewers who highlight ease of use despite the platform's depth of features.
QuickBooks Online and Google Maps integrations are included natively, allowing accounting and field-service workflows to stay connected without third-party middleware.
There is a learning curve with Jarvis, especially when navigating custom workflows or the FileMaker backend, and reviewers note it takes time to become fully comfortable with the system.
The platform lacks a publicly documented API, which limits automation options and makes integration with modern SaaS tools more difficult compared to REST-API-first CRMs.
Some users report difficulty finding consolidated views of all information entered into the system, suggesting the data architecture can fragment customer records across modules.
Customizations are billed separately from the base subscription and require discovery and development fees, which can surprise customers expecting all-inclusive pricing.
As a smaller niche CRM with limited market visibility, organizations concerned about vendor longevity or ecosystem scale may prefer platforms with larger user communities and more third-party integrations.
Reasons to switch
Why people leave Jarvis CRM
The recurring reasons buyers give for replacing Jarvis CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Jarvis CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Jarvis CRM pricing overview
Jarvis CRM uses a per-user annual subscription model at $45/user/month, with a bundled Annual Package that includes CRM, ERP, project management, and integrations. On-premise hosting is available. Customizations and development work are billed separately by The Scarpetta Group and are not included in the base subscription.
Annual Subscription
Tier 1 of 3
$45/user/month (billed annually)
What's included
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What gets migrated
Jarvis CRM object support
Object-by-object support for Jarvis CRM migrations. Per-pair details surface during scoping.
Contacts
Mapping requiredContacts are the primary person record in Jarvis. We extract via FileMaker export or direct table access. Custom contact fields and relationship links to Companies or Projects require per-instance schema mapping before import into the destination CRM.
Companies/Accounts
Mapping requiredCompany records exist in Jarvis and may have custom fields. We extract the full company table and handle any custom properties the deployment has added, then map to the destination's Account or Company object.
Opportunities
Mapping requiredJarvis tracks Opportunities through the sales pipeline from initial stage to delivery. We extract deal values, stage history, owner assignment, and associated contacts. Pipeline stage names vary per deployment and require explicit mapping to the destination.
Projects
Mapping requiredJarvis includes Project Management with Gantt charts and templates. We extract project records, task structures, and assignees. Gantt layout data is preserved as metadata; raw task dependencies are mapped individually to the destination PM tool.
Tasks and Activities
Mapping requiredTask flows and activity records track follow-ups and assignments. We extract activity histories including timestamps, owners, and linked contacts or deals. The exact activity schema depends on how the FileMaker instance was configured.
Marketing Campaigns and Groups
Mapping requiredCampaign and contact group records exist in Jarvis. We export campaign metadata and group memberships. Because Jarvis does not have a native marketing automation engine, campaign data is typically basic; complex behavioral data may not be present.
Time Entries
Mapping requiredJarvis supports time tracking via timecards and job-time entries. We extract billable and non-billable hours linked to projects, contacts, or vendors. Time-entry IDs are preserved to maintain audit trails in the destination system.
Vendors and Purchase Orders
Mapping requiredVendor management including purchase orders and bills is part of the ERP module. We extract vendor records, PO data, and payment histories. QuickBooks Online integration may also hold live vendor data; we cross-reference both sources.
Custom Properties
Mapping requiredJarvis is built on FileMaker Pro and is fully customizable, meaning every deployment has custom fields that do not exist in a standard schema. We identify all custom properties during the schema audit phase and map each to the destination's equivalent custom field or object.
Products and Services
Mapping requiredProduct and service catalog records are available for extraction. We export item names, prices, descriptions, and any custom product fields. Product-to-opportunity associations are preserved during migration.
Attachments
Mapping requiredFile attachments stored within the FileMaker instance can be exported, but attachment storage format and location vary by deployment. We identify attachment storage paths during scoping and include them in the migration scope with an explicit per-file extraction plan.
User and Owner Assignment
Mapping requiredUser records and owner assignments on records are extracted from the FileMaker ACL and record-level ownership fields. We map Jarvis users to corresponding users in the destination CRM, flagging any orphaned assignments for review.
| Object | Support | Notes |
|---|---|---|
| Contacts | Mapping required | Contacts are the primary person record in Jarvis. We extract via FileMaker export or direct table access. Custom contact fields and relationship links to Companies or Projects require per-instance schema mapping before import into the destination CRM. |
| Companies/Accounts | Mapping required | Company records exist in Jarvis and may have custom fields. We extract the full company table and handle any custom properties the deployment has added, then map to the destination's Account or Company object. |
| Opportunities | Mapping required | Jarvis tracks Opportunities through the sales pipeline from initial stage to delivery. We extract deal values, stage history, owner assignment, and associated contacts. Pipeline stage names vary per deployment and require explicit mapping to the destination. |
| Projects | Mapping required | Jarvis includes Project Management with Gantt charts and templates. We extract project records, task structures, and assignees. Gantt layout data is preserved as metadata; raw task dependencies are mapped individually to the destination PM tool. |
| Tasks and Activities | Mapping required | Task flows and activity records track follow-ups and assignments. We extract activity histories including timestamps, owners, and linked contacts or deals. The exact activity schema depends on how the FileMaker instance was configured. |
| Marketing Campaigns and Groups | Mapping required | Campaign and contact group records exist in Jarvis. We export campaign metadata and group memberships. Because Jarvis does not have a native marketing automation engine, campaign data is typically basic; complex behavioral data may not be present. |
| Time Entries | Mapping required | Jarvis supports time tracking via timecards and job-time entries. We extract billable and non-billable hours linked to projects, contacts, or vendors. Time-entry IDs are preserved to maintain audit trails in the destination system. |
| Vendors and Purchase Orders | Mapping required | Vendor management including purchase orders and bills is part of the ERP module. We extract vendor records, PO data, and payment histories. QuickBooks Online integration may also hold live vendor data; we cross-reference both sources. |
| Custom Properties | Mapping required | Jarvis is built on FileMaker Pro and is fully customizable, meaning every deployment has custom fields that do not exist in a standard schema. We identify all custom properties during the schema audit phase and map each to the destination's equivalent custom field or object. |
| Products and Services | Mapping required | Product and service catalog records are available for extraction. We export item names, prices, descriptions, and any custom product fields. Product-to-opportunity associations are preserved during migration. |
| Attachments | Mapping required | File attachments stored within the FileMaker instance can be exported, but attachment storage format and location vary by deployment. We identify attachment storage paths during scoping and include them in the migration scope with an explicit per-file extraction plan. |
| User and Owner Assignment | Mapping required | User records and owner assignments on records are extracted from the FileMaker ACL and record-level ownership fields. We map Jarvis users to corresponding users in the destination CRM, flagging any orphaned assignments for review. |
Gotchas
What to watch for in Jarvis CRM migrations
Issues we've hit on past Jarvis CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented public API means migration requires FileMaker-native exports
FileMaker schema varies per deployment because the platform is fully customizable
Customizations are not included in base pricing and require separate engagement
Data relationships between FileMaker tables must be reconstructed manually
| Severity | Issue |
|---|---|
| High | No documented public API means migration requires FileMaker-native exports |
| High | FileMaker schema varies per deployment because the platform is fully customizable |
| Medium | Customizations are not included in base pricing and require separate engagement |
| Medium | Data relationships between FileMaker tables must be reconstructed manually |
Leaving Jarvis CRM?
Where Jarvis CRM customers move next
12 destinations Jarvis CRM can migrate to.
How a Jarvis CRM migration works
Four steps, Jarvis CRM-specific
Connect
Not publicly documented into Jarvis CRM. Scopes limited to read-only on the data we move.
Map
We translate Jarvis CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Jarvis CRM quirks before production.
Migrate
Full migration with Jarvis CRM rate-limit handling. Rollback available throughout.
FAQ
Jarvis CRM migration FAQ
Answers to the questions buyers ask most during Jarvis CRM migration scoping. Not seeing yours? Book a call.
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