What Exports from FieldEdge | What We Load Into WEX FSM |
Customers | Customers |
Primary Contact Phone and Email | Customer Phone and Email |
Customer Locations | Customer Locations |
Installed Equipment | Installed Equipment |
Total Time Estimate: 3 - 5 business days*
*Time estimate is from the date your data is received, reviewed, and accepted for upload. During periods of high volume, your data transfer may take an additional 3-5 business days to complete. You should plan on making 1 normal monthly license payment prior to the completion of your core data load.
This Data Calculation is for informational purposes. It is intended to relate what generally exports from your data source. Your data loading plan may be revised based on the actual data submitted.
Data Loading Details
Your data will be loaded in two phases to ensure all data is loaded into WEX FSM. This will include an initial “Full Data Load” and a final “Supplemental Data Load”.
*Important* Please refrain from editing, merging, or deleting the data that has been initially loaded. Any changes to this data will result in either a failed supplemental data load or all of your changes being set back to their original values. Changes may be made after we complete your supplemental data load.
Your full data load will include:
Customers: From FieldEdge with primary contact phone, email and locations
Installed Equipment: From FieldEdge
These items will not be included in your data load as either they do not export, or do not export with enough detail to load:
Estimates
Invoices & Payments**
Appointments
Images / Attachments
Maintenance Agreements
FieldEdge Price Book
Job or timeline notes**
Non-primary contact information**
**The following items can be loaded if you purchase the backup file from FieldEdge. They will be loaded with your supplemental data load only:
Invoices
Payments are not included in the backup file but we can construct and load a generic payment based on the invoice balance
Job or timeline notes
Non-primary contact information
Making the Switch
On your Make the Switch date, we will guide you thru submitting your supplemental data. The supplemental load will capture all the data you've entered into FieldEdge since your Full Data Load was collected. We will have this loaded for you in a few days, so that everything is up to date.
We consider you’ve Made the Switch when you’ve:
Stopped entering new customers, invoices, and payments directly into FieldEdge
Started entering all new customers, invoices, and payments directly in WEX FSM
We will load the following data in the final supplemental data load:
From FieldEdge: All new customers and installed equipment entered into FieldEdge since the Full Data Load.
All invoices, payments, non-primary contacts and timeline notes entered into FieldEdge (only if you have purchased the backup file from FieldEdge)
Next Steps
Log into WEX FSM and complete the Configurator.
A chat message will popup in the lower right corner asking you to confirm your Data Source(s)
Submit FieldEdge username and password
The chat agent will prompt you to submit your FieldEdge username and password
Submitting a FieldEdge backup file is OPTIONAL
If you choose to purchase it from FieldEdge, you will submit the file after you Make The Switch so that you don't have to pay for it twice