Migrate your WennSoft data

Customers is the top-level entity in WennSoft's hierarchy. Each Customer can have multiple Locations, and the Location holds Equipment and Contacts. We export the full Customer list with address and contact relationships intact.

Locations are child records of Customers. The Location pane in WennSoft exposes Equipment and Contacts tabs per location. We map each Location to its parent Customer ID and preserve the site-level address data.

Equipment Manager is a dedicated WennSoft module storing detailed asset records linked to Locations and Customers. We export the full equipment hierarchy including make, model, serial number, and service history.

Service Calls are the core work record in WennSoft, tied to a Location and optionally to Equipment. We export call status, problem type, call type, labor lines, and materials used. Unbilled calls (call status other than Complete) are flagged separately.

TimeTrack data can be exported to third-party payroll modules via a field-mapping workflow. We sequence TimeTrack records by employee, date, and billable flag, and map them to the destination's time-entry or payroll object. Non-billable time entries may require explicit handling.

Job costs in WennSoft accumulate from labor, materials, and subcontractor lines tied to a Service Call. The Unposted Costs column in the Job Status window tracks amounts not yet invoiced. We chunk job costs by status (posted vs. unposted) and map them to the destination's project-cost or work-order cost record.

The Unbilled Costs report specifically lists labor costs for unposted service calls with status other than Complete. We extract this report separately and map it as open billing items in the destination system rather than as historical records.

The Extended Pricing Matrix defines billing amounts and markups by call type, problem type, equipment type, and other criteria. These are lookup rules, not transactional records. We map the active matrix rows to the destination's pricing-rules or billing-rate objects, noting that not all destinations support criteria-based pricing logic.

Service invoicing in WennSoft defaults labor to billing rates and accumulates costs before invoicing. We export posted invoice history as financial records. Because billing rates cannot be retroactively changed after posting, we preserve the locked amounts as-is.

Contacts are associated with either a Customer or a Location within a Customer. The Contact-to-Location relationship must be preserved during mapping since some destinations conflate Contacts with site-level persons.

Inventory items track parts and materials used on service calls. We export item number, description, unit cost, and on-hand quantity, mapping to the destination's inventory or materials object.

Users in WennSoft include office staff and field technicians assigned to dispatch. We map user records to the destination's employee or technician object, preserving scheduling assignments. Role-based access (technician vs. admin) is mapped as a custom property where the destination lacks an equivalent role model.

Scheduling in WennSoft assigns technicians to service calls with appointment dates. We export dispatch records as work-order assignments in the destination. Scheduling rules, multi-day routes, and geographic dispatch logic require custom mapping since destination platforms use different optimization models.