We are able to load:
Customers
Additional service locations
Installed customer equipment
Customer notes
Invoice notes
Job notes*
Invoices
Payments*
Maintenance plans and remaining service windows
Price book
We are unable to load:
Jobs (without invoices)
Appointments
Checklists
Images/Attachments
Estimated time to complete: 3-5 business days
Loaded Data Details & Exceptions
This section clarifies how specific data elements will appear in the new system:
Customer & Asset Data
Customer Records, Service Locations, and Installed Equipment will be loaded exactly as they exist in the legacy account.
Notes
Customer Notes will be loaded onto the Customer Timeline, preserving the original creation date / "pinned" status.
Invoice Notes will be loaded onto the notes section of the Invoice
*Job Notes will only be loaded for jobs that have invoices.
Other Notes (e.g., Call Notes, Appointment Notes, Jobs Notes w/o invoices) can be loaded as Customer Notes upon request prior to the migration.
Invoices & Payments
Invoices will contain the full line item details
Invoice Loading Options (Admin Decision Required):
Load invoices with full totals and balances due as shown in the legacy system
Load invoices with an adjustment line item to set the invoice total to $0.00 (for historical reference only)
Payments will be automatically generated to set the invoice balance to the correct amount IF invoices are loaded with their full totals (Option 1 above).
Maintenance Plans
Pre-Requisite: Corresponding maintenance plans with matching plan names must be established in the new Wex FSM account before migration.
Remaining Service Windows will be loaded to allow for scheduling future appointments
As noted above, existing appointments must be re-established manually in the new system.
Past / completed service windows will not be reflected in the new system.
Recurring Payment Plans must be re-established manually in the new system.
QuickBooks Sync (If Applicable)
Imported Customers: Will sync to QuickBooks as they are used/edited moving forward (post-migration).
Imported Invoices/Payments: Will never sync to QuickBooks during or after the import process.