Export your FieldEdge dataLast updated on 01/12/2023
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.
Export customers, dispatching, invoices, and quotes reports
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
Name
Address
Phone
Email
Active
Last
First
Middle
Company
Address 1
Address 2
City
State
Zip
Full Name
DispatchList.xlsx
Customer
WO#
PO#
Task (Duration)
Status
Promised Appointment
Schedule Date/Time
Tech
Address 1
Address 2
Arrival
Complete
Priority
Est Complete
Primary Phone
Primary Email
Lead Source
City
State
Zip
InvoiceList.xlsx
Customer
WO #
PO #
Original Quote WO #
Invoice #
Date
Due Date
Total
Due
Technician
Sales Person
Address 1
Address 2
City
State
Zip
Lead Source
Primary Phone
Primary Email
Task
Customer Acquired Through
Customer Type
Customer Since
QuoteList.xlsx
Customer
Quote #
Date
Status
Expiration
Amount
Balance
Sales Person
Address 1
Address 2
City
State
Zip
Primary Phone
Primary Email
Lead Source
Task
Resulting WO
EquipmentList.xlsx
Customer
Address
Equip. Name
Manufacturer
Model
Serial #
Equip. Type
Install
Parts Warranty
Labor Warranty
Replace Date
Primary Email
Primary Phone
Address 1
Address 2
City
State
Zip
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.