Migrate your Successware data

Customer records are the primary entity in Successware, holding contact details, address, and relationship history. No custom object layer — standard fields only. We migrate all customer fields 1:1 and preserve the full contact record as the anchor for all downstream Jobs.

Jobs are the core operational record in Successware, linking a Customer to a Technician, a PriceBook, and an Invoice. Jobs can be open or closed; Successware has no mass-close function — each must be closed individually. We flag open jobs during scoping so customers can close them before migration or accept them as open in the destination.

Employees represent both office staff and field technicians in Successware. Each employee record carries skills, department assignment, and equipment associations used in dispatching. We preserve the employee record and its dispatch-relevant fields directly.

Quick Entry invoices are the default invoice type used for flat-rate and time-and-material jobs. They pull line items from the PriceBook and carry cost tracking for parts, labor, and miscellaneous items. We migrate the full invoice record including all line items and margin data.

Cost Plus invoices are used for large commercial jobs, entering PriceBook items as cost entries rather than sale items. These must be migrated as a separate invoice type in the destination. We identify Cost Plus invoices by their costing structure and migrate them as a distinct record class.

PriceBook items define the catalog of parts, labor rates, and miscellaneous charges used on Jobs and Invoices. Each item has a description, price, and cost. We migrate the full PriceBook as a lookup table so Invoice line items resolve correctly in the destination.

Equipment records are associated with Customers and track the assets (HVAC units, water heaters, etc.) that field technicians service. We migrate equipment records with their customer associations preserved.

Departments define organizational groupings used in Successware's scheduling and dispatching workflows. We preserve department records to maintain the routing logic when migrating dispatch configurations.

Skills are assigned to Employees and used to match technicians to Jobs during dispatch. We migrate skill definitions and their employee assignments so dispatch rules resolve correctly in the destination.

Vendor records track the suppliers used for parts procurement. We migrate vendor contact information and link them to PriceBook items where applicable.

Successware includes marketing tools tied to customer records. Campaign data lives in the customer context. We migrate campaign metadata and customer associations but the campaign automation logic must be rebuilt in the destination CRM.

A/R Aging Reports are the key financial export for migration — they capture unpaid balances and outstanding duration. Successware exports this as XLSX. We ingest the aging buckets and apply them to the corresponding customer records in the destination, flagging any discrepancies between the aging report and live invoice state.