Migrate your iGEO ERP data

Client records in iGEO hold contact details, addresses, service locations, and associated contracts. We map them directly to the destination CRM's Contact or Account object, preserving address hierarchies and custom client properties.

Contracts in iGEO define service agreements with clients including scope, frequency, pricing, and associated work-order templates. We migrate the contract header and line items, mapping frequency patterns to the destination's recurring job or contract structure.

Service types represent the catalog of offerings such as insect treatment, rodent control, or water quality inspection. We preserve service type codes and descriptions, mapping them to the destination's product or service catalog and flagging any pesticide-specific codes for compliance review.

Work orders are the operational heart of iGEO — each record ties a client, a service type, a technician, a scheduled date, a status, and a location. We migrate all open and historical work orders, preserving status history, assigned technician, and any custom service notes.

Routes are daily technician schedules generated by iGEO's AI planning module. We extract route assignments including visit sequence, estimated times, and geographic waypoints, mapping them to the destination's scheduling or dispatch objects.

Technician records include contact information, assigned territories, availability, and user credentials for mobile app access. We migrate these as users or employees in the destination system, preserving territory assignments and role-based access settings.

Supplier records in iGEO hold vendor contact details and associated product or service offerings. We map them to the destination's vendor or supplier object, preserving catalog associations and contact information.

Stock entries track inventory items, quantities, reorder points, and supplier associations. We migrate stock records including current quantities and reorder thresholds, mapping units of measure to the destination's inventory schema.

Invoice records in iGEO include line items, taxes, totals, and payment status. We migrate invoice headers and line items, preserving regulatory compliance codes and pesticide tracking fields that may require cross-referencing against the destination's chart of accounts.

Quotes and estimates are proposals sent to clients before service commitment. We migrate these records including line items, totals, and status (sent, accepted, rejected), mapping them to the destination's quote or estimate object.

iGEO supports custom fields on most objects, particularly for compliance and pesticide tracking. We document all custom field definitions during discovery and map them explicitly to the destination system's equivalent custom fields, handling data-type differences (text vs. dropdown vs. date) on a field-by-field basis.

Employee records include staff users beyond field technicians — office staff, admins, and managers. We migrate these as user or employee records, preserving role assignments, department associations, and contact details.