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Anyone using FieldPulse alongside another system? How do you manage the overlap?

Devon Marsh

We're in that awkward middle ground where FieldPulse handles most of our field operations, but we still have a legacy CRM that sales refuses to give up (and honestly, it's got 10 years of customer history that would be painful to migrate). Right now we're doing a lot of manual CSV exports and it's... not great.

Curious how others are handling this. Are you:

  • Running dual systems with some kind of sync?
  • Using FieldPulse as the source of truth for some data and the other system for others?
  • Just living with the redundancy?

YMMV obviously, but I'd love to hear what's actually working in practice vs. what sounds good in theory. Any gotchas worth sharing?

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  • Jumping in from the dev side — if you're building custom middleware, yeah this one tripped me up too when I first looked at it: the FieldPulse webhook payload doesn't include custom fields by default (see this thread for context). You need to explicitly request the custom_fields expansion or your sync will silently drop data.

    Code snippet that saved me:

    // Webhook verification + custom field fetch
const payload = await verifySignature(req);
const fullOrder = await fpClient.workOrders.get(payload.id, {
  expand: ['custom_fields', 'assigned_technicians']
});

    Edge case: if the webhook fires before the custom field values are committed, you'll get stale data. Built in a 2-second delay and retry logic. YMMV.

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  • Jumping in from the dev side — if you're building custom middleware, yeah this one tripped me up too when I first looked at it: the FieldPulse webhook payload doesn't include custom fields by default (see this thread for context). You need to explicitly request the custom_fields expansion or your sync will silently drop data.

    Code snippet that saved me:

    // Webhook verification + custom field fetch
const payload = await verifySignature(req);
const fullOrder = await fpClient.workOrders.get(payload.id, {
  expand: ['custom_fields', 'assigned_technicians']
});

    Edge case: if the webhook fires before the custom field values are committed, you'll get stale data. Built in a 2-second delay and retry logic. YMMV.

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