What Exports from Housecall Pro | What We Load Into WEX FSM |
Customers | Customers |
Customer Locations | Customer Locations |
Customer Notes | Load as notes to the customer timeline |
Invoices | Invoices |
Payments | Payments |
Price Book | Simple Price Book upon Request |
Total Time Estimate: 0 - 3 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 locations
Customer Notes: all notes load to the customer timeline with location filter where applicable
Invoices: including HCP private invoice notes
Payments
Pricebook: Housecall Pro price files if you agree with the data exported
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:
Invoice line item descriptions and invoice memos
Jobs (without Invoices)
Estimates
Appointments
Images / Attachments
Maintenance Agreements
Customer Installed Equipment
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 Housecall Pro 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 Housecall Pro
Started entering all new customers, invoices, and payments directly in WEX FSM
We will load the following data in the final supplemental data load:
All new customers, invoices, payments, and notes entered into Housecall Pro since the Full Data Load.
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 Housecall Pro username and password
A Wex Data Analyst will export the required reports which Housecall Pro will email to the username you provided
Once you receive these reports via email, you will submit these reports to WEX FSM using the same chat message