Migrate your Uptick data

Assets are fire protection equipment records (e.g., fire extinguisher at front door) linked to a property. Each Asset belongs to an Asset Type and may have Variants. We migrate Assets with their serial numbers, location descriptions, service history, and last-inspection dates. The Asset Type association is preserved as a foreign-key reference in the destination.

Asset Types group assets sharing the same servicing standard (e.g., all fire extinguishers share one servicing standard). We carry Asset Type names and their associated servicing-rule configurations to ensure that migrated Assets land under the correct type in the destination system.

Variants are sub-types of an Asset (e.g., 2.5kg ABE fire extinguisher versus 4.5kg ABE). We map Variant names and link them to their parent Asset Type. Where the destination does not support Variants as a distinct concept, we flatten them into custom fields on the Asset record.

Products are materials, labour, equipment, subcontracted items, or expenses used on jobs and quotes. Each has a Name, Type code (M/R/E/S/X), Cost Price, Default Sell Price, and Unit of Measure. We map these fields but flag that Cost Price and Estimated Time fields may require re-alignment with the destination's pricing structure.

Jobs are work orders dispatched to technicians, covering inspection, repair, or callout tasks. We migrate Job records including assigned technician, property reference, status, and dates. Photos attached to Job reports are exported as media references.

Quotes are client-facing proposals generated from Products, linked to a customer account and property. We preserve Quote line items, pricing, and any embedded photo documentation included in the quote.

Invoices are generated from completed Jobs and Quotes. We migrate Invoice records including line items, amounts, and payment status. We note that payment status may need validation against the destination's accounting or billing model.

Customer accounts in Uptick contain contact information linked to Properties and Assets. We map Customer records including name, address, phone, email, and any associated notes. Custom fields on customer records are mapped as key-value pairs.

Properties represent physical sites where Assets are installed. We migrate Property records including address, property type, and linked Asset inventory. The property-to-asset relationship is preserved as a foreign-key linkage in the destination.

Technicians are field users who receive Job assignments. User records include name, role, and (if enabled) telemetry consent. We map technician assignments to Jobs and preserve role-based permissions where the destination supports role-based access control.

Uptick stores documents and photos attached to Assets, Jobs, and Quotes (e.g., defect photos in reports). We export these as media file references and associated metadata. File storage locations are mapped to a media export folder for re-upload to the destination.

Technician location tracking (Telemetry) is an optional paid add-on that requires explicit per-technician consent. It is off by default. We do not migrate Telemetry data as it is transient, consent-gated, and not core to operational records. If required, customers should export this directly from the Uptick dashboard before migration.