---
title: "Export your FieldEdge data"
slug: "export-your-fieldedge-data"
updated: 2026-10-15T01:47:15Z
published: 2026-10-15T01:47:15Z
canonical: "help.servicetitan.com/export-your-fieldedge-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export your FieldEdge data

## Overview

If you’re migrating your business data from FieldEdge, you can get started with ServiceTitan faster by exporting and then importing your data to ServiceTitan during onboarding. Instead of manually reentering information about your business, ServiceTitan can automate this process for you, saving you time and money.

To import your FieldEdge data into ServiceTitan, first export five reports from FieldEdge:

- **Customers report**: Data about your customers. Includes details like customer names and contact information. Exported filename: *CustomerList.xlsx*.
- **Dispatching report**: Data about dispatching. Includes details like the customer for whom the dispatch was made, the work order number, and its completion status. Exported filename: *DispatchList.xlsx*.
- **Invoices report**: Data about your invoices. Includes details like the customer billed, the total amount of the invoice, and the technician who performed the associated job. Exported filename: *InvoiceList.xlsx*.
- **Quotes report**: Data about quotes you’ve given customers. Includes details like the customer for whom the quote was given, the status of the quote, and the amount of the quote. Exported filename: *QuoteList.xlsx*.
- **Equipment report**: Data about equipment. Includes details like the customer who has the equipment, and the manufacturer, model number, and serial number of the equipment. Exported filename: *EquipmentList.xlsx*.

---

### 

****Who uses this feature****

- Administrators
- Applies to all business types
- Applies to all trades

## Things to know

- If you receive an error when trying to run these reports, try to run them in one year Batches. If you still receive an error after running a one year batch, reach out to the software provider for assistance.

## Export customers, dispatching, invoices, and quotes reports

![Export customers, dispatching, invoices, and quotes reports](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/export-your-fieldedge-data-image-zsdpnu37.png?sv=2026-02-06&spr=https&st=2026-10-16T11%3A40%3A32Z&se=2026-10-16T12%3A40%3A32Z&sr=c&sp=r&sig=Ekv0BMndCjFQ9qZ%2FmJcpEzEgOElMQmu7gperU5bINZs%3D)

To export each report from FieldEdge:

- **Customers**: Click the **Customers** tab in FieldEdge, and then click **Export**.
- **Dispatching**: Click the **Dispatching** tab in FieldEdge, and then click **Export**.
- **Invoices**: Click the **Invoices** tab in FieldEdge, and then click **Export**. **Note**: *Prior to exporting, make sure you set all the filters at the top to* **All***. This ensures you export all invoice data instead of just the previous 6 months of invoice data.*
- **Quotes**: Click the **Quotes** tab in FieldEdge, and then click **Export**.

## Export equipment list report

In FieldEdge, go to **Reports** > **Customer Reports** > **Equipment List** and click **Export**. If prompted, select to download an Excel file or a spreadsheet to import your information.

## FieldEdge report columns

When importing FieldEdge data into ServiceTitan, the columns in each XLSX file must be in the order listed below. If you receive an error when importing your data, verify that the spreadsheet columns appear in the correct order.

#### CustomerList.xlsx

1. Name
2. Address
3. Phone
4. Email
5. Active
6. Last
7. First
8. Middle
9. Company
10. Address 1
11. Address 2
12. City
13. State
14. Zip
15. Full Name

#### DispatchList.xlsx

1. Customer
2. WO#
3. PO#
4. Task (Duration)
5. Status
6. Promised Appointment
7. Schedule Date/Time
8. Tech
9. Address 1
10. Address 2
11. Arrival
12. Complete
13. Priority
14. Est Complete
15. Primary Phone
16. Primary Email
17. Lead Source
18. City
19. State
20. Zip

#### InvoiceList.xlsx

1. Customer
2. WO #
3. PO #
4. Original Quote WO #
5. Invoice #
6. Date
7. Due Date
8. Total
9. Due
10. Technician
11. Sales Person
12. Address 1
13. Address 2
14. City
15. State
16. Zip
17. Lead Source
18. Primary Phone
19. Primary Email
20. Task
21. Customer Acquired Through
22. Customer Type
23. Customer Since

#### QuoteList.xlsx

1. Customer
2. Quote #
3. Date
4. Status
5. Expiration
6. Amount
7. Balance
8. Sales Person
9. Address 1
10. Address 2
11. City
12. State
13. Zip
14. Primary Phone
15. Primary Email
16. Lead Source
17. Task
18. Resulting WO

#### EquipmentList.xlsx

1. Customer
2. Address
3. Equip. Name
4. Manufacturer
5. Model
6. Serial #
7. Equip. Type
8. Install
9. Parts Warranty
10. Labor Warranty
11. Replace Date
12. Primary Email
13. Primary Phone
14. Address 1
15. Address 2
16. City
17. State
18. Zip

## Want to learn more?

- See [Getting Started with ServiceTitan](/v1/docs/getting-started-with-servicetitan)

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)