What Exports from ESC | What We Load Into WEX FSM |
Customers | Customers |
Contact Phone and Email | Customer Phone and Email |
Customer Locations | Customer Locations |
Customer & Location Notes | Load as notes to the customer timeline |
Invoices | Invoices |
Payments | Payments |
Installed Equipment | Installed Equipment |
Maintenance Agreements | Maintenance Agreements, upon review |
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: with all their locations
Customer & Location Notes
Additional Customer Phone and Email Addresses: will load to Contacts tab
Invoices
Payments
Customer Installed Equipment
Maintenance Agreements: upon review only
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
Appointments
Images / Attachments
Price Book
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 ESC 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 ESC
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 ESC: All new customers, locations, invoices, payments, notes and equipment entered into ESC since the Full Data Load.
From ESC: Maintenance Agreements will not be supplemented. They will be loaded once with the Full Data Load only.
Exporting Your ESC Data
Creating your ESC backup file:
Go to File > Backup Your Data
Confirm the backup location on the server
Click Backup
For additional information, please refer to this video: https://www.youtube.com/watch?v=5buaXeeCYKU
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)
The chat agent will prompt you to submit your ESC backup file (.bak)