Migrate your Notifi data

Notifi stores customers as the primary contact entity. We migrate all customer fields including name, phone, email, address, and any custom properties. Phone numbers are preserved as primary identifiers used by the Smart Inbox for call/text routing.

Jobs are the central work-order object in Notifi. We migrate job records with status, assigned technician, datetime, address, description, and line items. Job status values (e.g., Scheduled, In Progress, Completed) are mapped to the destination's equivalent status field.

Estimates are generated quotes sent to customers for approval. We migrate estimate records including line items, totals, and approval status. Approved estimates typically transition into invoices, so we flag this relationship during scoping.

Invoices represent billed amounts tied to jobs. We migrate invoice records with line items, totals, payment status, and associated job references. Payment status (Paid/Unpaid/Partial) is preserved as a field on the destination record.

Notifi's Smart Inbox unifies calls, texts, and emails per customer. We migrate the communication log as a chronological activity feed attached to the customer record. Thread structure and attachment references are preserved where supported by the destination.

Scheduling data in Notifi is tied to Job records via datetime fields and assigned technicians. We migrate scheduling as Job datetime + assignee fields rather than as a standalone calendar object, since Notifi does not expose a separate calendar export.

Notifi assigns technicians and admins as users tied to jobs and routing rules. We migrate user accounts as owner/assignee references on Jobs. Multi-user permission structures require field-level mapping against the destination's role model.

Recurring jobs and service plans automate maintenance schedules and repeat billing in the Premium tier. We migrate recurring job templates and their frequency settings as custom fields or linked records in the destination, depending on whether the target supports recurring scheduling natively.

Smart Routing and GPS tracking data in Notifi are real-time location features that do not persist as historical records in the same data store as Jobs and Customers. These are not exported via standard data exports and are not migrated.

Notifi supports custom fields on Customers and Jobs. We map custom property names and values 1:1 where the destination has a matching custom field, and create new custom fields on the destination where no match exists. Dropdown and multi-select values require explicit value mapping.