Migrate your STEL Order data

Jobs is the core FSM object in STEL Order, representing service work orders assigned to technicians. We map Jobs 1:1 to Work Orders or equivalent destination objects, preserving status, scheduled dates, assigned technician, and linked customer references.

Work Notes capture job details including photos, videos, audio recordings, client signatures, and installation manuals. We preserve attachments and signature data as separate document records linked to the parent Job.

Invoices are generated from Jobs and Work Notes with full financial traceability. We map Invoices including line items, tax codes, payment status, and linked payment gateway references (Stripe/PayPal).

Quotes (Estimates) in STEL Order have customizable statuses for tracking through the sales pipeline. We map Quotes with status values and conversion history to preserve pipeline stage information.

Customer records in STEL Order include contact details, tax information, and are linked to equipment assets. We map Customers 1:1 as Contacts or Accounts and preserve their linked equipment relationships.

Equipment records store asset details, warranty information, and maintenance history linked to Customers. We map Equipment as Assets or Custom Objects; warranty expiry dates and maintenance schedules require field-level mapping to destination field equivalents.

Inventory in STEL Order tracks products across warehouses and work vehicles with bundled product and service package support. We map Inventory Items but bundled packages and multi-location stock require custom field mapping for destination compatibility.

Team Members represent technicians and staff with scheduling availability and team restriction rules. We map Team Members to Users or Technicians and preserve availability windows and team assignment hierarchy.

Schedules manage job dispatching based on technician location and availability. We map Schedule assignments and preserve technician-to-job linkages, but calendar-specific formats require transformation for destination scheduling tools.

Expense Tracking captures job-related costs and purchase invoices. We map Expense records with amounts, categories, and linked Jobs or Projects.

Documents include templates, PDF invoices, delivery notes, and work-related files. We map Document metadata and binary files; PDF content extraction for indexing depends on destination platform document management capabilities.

Online Catalog stores products with images and multiple price lists. We map Catalog entries with pricing tiers and image references; price list rules require custom mapping for CRM platforms with different pricing models.

Payments are linked to Invoices with gateway references to Stripe and PayPal. We map payment records including amount, date, and status; gateway transaction IDs map to custom fields or notes since not all destinations support direct payment gateway references.

Tax consultant login indicates tax compliance features for Spanish/Flemish tax regulations. We map tax-related fields but recommend manual review of tax code mappings with an accountant before migration to ensure regional compliance.