---
name: maintainx-migration-deep-dive-04ef7e1386c0
description: 'Execute complete platform migrations to or from MaintainX.

  Use when migrating from legacy CMMS systems, performing major re-platforming,

  or transitioning to MaintainX from spreadsheets or other tools.

  Trigger with phrases like "migrate to maintainx", "maintainx migration",

  "cmms migration", "switch to maintainx", "maintainx data migration".

  '
allowed-tools: Read, Write, Edit, Bash(npm:*), Bash(node:*)
version: 1.11.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- maintainx
- migration
compatibility: Designed for Claude Code
---
# MaintainX Migration Deep Dive

## Current State

!`node --version 2>/dev/null || echo 'N/A'`

## Overview

Comprehensive guide for migrating to MaintainX from legacy CMMS systems (Maximo, UpKeep, Fiix), spreadsheets, or custom databases.

## Prerequisites

- MaintainX account with API access
- Access to source system data (CSV export, API, or database)
- Node.js 18+

## Migration Phases

```
Phase 1: Assess    →  Phase 2: Map    →  Phase 3: Migrate  →  Phase 4: Validate
(Audit source)       (Schema mapping)    (ETL + import)        (Verify + cutover)
```

## Instructions

### Step 1: Source System Assessment

```typescript
// scripts/assess-source.ts
import { parse } from 'csv-parse/sync';
import { readFileSync } from 'fs';

interface AssessmentReport {
  totalRecords: number;
  recordTypes: Record<string, number>;
  dataQuality: {
    missingFields: Record<string, number>;
    duplicates: number;
    invalidDates: number;
  };
}

function assessCSV(filePath: string, columns: string[]): AssessmentReport {
  const content = readFileSync(filePath, 'utf-8');
  const rows = parse(content, { columns: true, skip_empty_lines: true });

  const missing: Record<string, number> = {};
  const seen = new Set<string>();
  let duplicates = 0;
  let invalidDates = 0;

  for (const row of rows) {
    // Check missing fields
    for (const col of columns) {
      if (!row[col] || row[col].trim() === '') {
        missing[col] = (missing[col] || 0) + 1;
      }
    }

    // Check duplicates (by name/title)
    const key = row['Name'] || row['Title'] || row['name'];
    if (key && seen.has(key)) duplicates++;
    if (key) seen.add(key);

    // Check date formats
    for (const col of Object.keys(row)) {
      if (col.toLowerCase().includes('date') && row[col]) {
        if (isNaN(Date.parse(row[col]))) invalidDates++;
      }
    }
  }

  return {
    totalRecords: rows.length,
    recordTypes: { [filePath]: rows.length },
    dataQuality: { missingFields: missing, duplicates, invalidDates },
  };
}

// Run assessment
const report = assessCSV('legacy-work-orders.csv', ['Title', 'Priority', 'Status']);
console.log('=== Migration Assessment ===');
console.log(`Total records: ${report.totalRecords}`);
console.log('Missing fields:', report.dataQuality.missingFields);
console.log(`Duplicates: ${report.dataQuality.duplicates}`);
console.log(`Invalid dates: ${report.dataQuality.invalidDates}`);
```

### Step 2: Schema Mapping

```typescript
// src/migration/schema-map.ts

// Map legacy CMMS fields to MaintainX fields
interface FieldMapping {
  source: string;
  target: string;
  transform?: (value: any) => any;
}

const WORK_ORDER_MAP: FieldMapping[] = [
  { source: 'WO_Name', target: 'title' },
  { source: 'WO_Description', target: 'description' },
  {
    source: 'WO_Priority',
    target: 'priority',
    transform: (v: string) => {
      const map: Record<string, string> = {
        '1': 'HIGH', 'Critical': 'HIGH', 'Urgent': 'HIGH',
        '2': 'MEDIUM', 'Normal': 'MEDIUM', 'Standard': 'MEDIUM',
        '3': 'LOW', 'Low': 'LOW', 'Routine': 'LOW',
      };
      return map[v] || 'NONE';
    },
  },
  {
    source: 'WO_Status',
    target: 'status',
    transform: (v: string) => {
      const map: Record<string, string> = {
        'New': 'OPEN', 'Pending': 'OPEN',
        'Active': 'IN_PROGRESS', 'Working': 'IN_PROGRESS',
        'Waiting': 'ON_HOLD', 'Hold': 'ON_HOLD',
        'Done': 'COMPLETED', 'Finished': 'COMPLETED',
        'Archived': 'CLOSED', 'Cancelled': 'CLOSED',
      };
      return map[v] || 'OPEN';
    },
  },
  {
    source: 'WO_DueDate',
    target: 'dueDate',
    transform: (v: string) => v ? new Date(v).toISOString() : undefined,
  },
];

const ASSET_MAP: FieldMapping[] = [
  { source: 'Asset_Name', target: 'name' },
  { source: 'Asset_Description', target: 'description' },
  { source: 'Serial_Number', target: 'serialNumber' },
  { source: 'Model_Number', target: 'model' },
  { source: 'Manufacturer', target: 'manufacturer' },
];

function mapRecord(source: Record<string, any>, mappings: FieldMapping[]): Record<string, any> {
  const result: Record<string, any> = {};
  for (const mapping of mappings) {
    let value = source[mapping.source];
    if (value !== undefined && value !== '' && mapping.transform) {
      value = mapping.transform(value);
    }
    if (value !== undefined && value !== '') {
      result[mapping.target] = value;
    }
  }
  return result;
}
```

### Step 3: ETL Migration

```typescript
// src/migration/migrate.ts
import { parse } from 'csv-parse/sync';
import { readFileSync, writeFileSync } from 'fs';
import PQueue from 'p-queue';

interface MigrationResult {
  success: number;
  failed: number;
  errors: Array<{ record: any; error: string }>;
}

async function migrateWorkOrders(
  client: MaintainXClient,
  csvPath: string,
): Promise<MigrationResult> {
  const rows = parse(readFileSync(csvPath, 'utf-8'), { columns: true });
  const queue = new PQueue({ concurrency: 3, interval: 1000, intervalCap: 5 });
  const result: MigrationResult = { success: 0, failed: 0, errors: [] };

  console.log(`Migrating ${rows.length} work orders...`);

  const promises = rows.map((row: any, index: number) =>
    queue.add(async () => {
      try {
        const mapped = mapRecord(row, WORK_ORDER_MAP);
        if (!mapped.title) {
          mapped.title = `Migrated WO #${index + 1}`;
        }
        await client.createWorkOrder(mapped);
        result.success++;

        if (result.success % 50 === 0) {
          console.log(`  Progress: ${result.success}/${rows.length}`);
        }
      } catch (err: any) {
        result.failed++;
        result.errors.push({
          record: row,
          error: err.response?.data?.message || err.message,
        });
      }
    }),
  );

  await Promise.all(promises);

  console.log(`\n=== Migration Complete ===`);
  console.log(`Success: ${result.success} | Failed: ${result.failed}`);

  if (result.errors.length > 0) {
    writeFileSync(
      'migration-errors.json',
      JSON.stringify(result.errors, null, 2),
    );
    console.log('Errors saved to migration-errors.json');
  }

  return result;
}
```

### Step 4: Validation and Reconciliation

```typescript
// src/migration/validate.ts

async function validateMigration(
  client: MaintainXClient,
  sourceRows: any[],
): Promise<void> {
  console.log('=== Migration Validation ===');

  // Count comparison
  const allWOs = await paginate(
    (cursor) => client.getWorkOrders({ limit: 100, cursor }),
    'workOrders',
  );

  console.log(`Source records: ${sourceRows.length}`);
  console.log(`MaintainX work orders: ${allWOs.length}`);
  console.log(`Match: ${allWOs.length >= sourceRows.length ? 'YES' : 'NO - check migration-errors.json'}`);

  // Spot-check random samples
  const sampleSize = Math.min(10, allWOs.length);
  const samples = allWOs.sort(() => Math.random() - 0.5).slice(0, sampleSize);

  console.log(`\nSpot-checking ${sampleSize} random records:`);
  for (const wo of samples) {
    const checks = [
      wo.title ? 'title OK' : 'MISSING title',
      wo.priority ? 'priority OK' : 'MISSING priority',
      wo.status ? 'status OK' : 'MISSING status',
    ];
    console.log(`  #${wo.id}: ${checks.join(', ')}`);
  }
}
```

### Rollback Plan

```bash
#!/bin/bash
# rollback-migration.sh
# Delete all migrated records (use with extreme caution)

echo "WARNING: This will delete all work orders created during migration."
echo "Press Ctrl+C to cancel, Enter to continue."
read

# Tag migrated work orders with a search pattern
# Then delete by filtering
curl -s "https://api.getmaintainx.com/v1/workorders?limit=100" \
  -H "Authorization: Bearer $MAINTAINX_API_KEY" \
  | jq -r '.workOrders[] | select(.title | startswith("Migrated")) | .id' \
  | while read id; do
    echo "Deleting WO #$id..."
    curl -s -X DELETE "https://api.getmaintainx.com/v1/workorders/$id" \
      -H "Authorization: Bearer $MAINTAINX_API_KEY"
    sleep 0.5  # Rate limiting
  done
```

## Output

- Source system assessment report (record counts, data quality issues)
- Schema mapping configuration (legacy fields to MaintainX fields)
- ETL migration with rate-limited batch imports
- Validation report comparing source and target counts
- Rollback script for emergency reversal

## Error Handling

| Issue | Cause | Solution |
|-------|-------|----------|
| 400 Bad Request on import | Invalid field value after mapping | Fix transform function, re-run failed records |
| 429 during bulk import | Too many records too fast | Reduce PQueue concurrency to 2 |
| Duplicate records | Migration re-run without cleanup | Deduplicate by title or external ID |
| Missing relationships | Assets migrated after work orders | Migrate in order: Locations -> Assets -> Work Orders |

## Resources

- MaintainX API Reference
- [MaintainX Import Guide](https://help.getmaintainx.com)
- [csv-parse](https://csv.js.org/parse/) -- CSV parsing for Node.js

## Next Steps

You have completed the MaintainX skill pack. For additional support, see the [MaintainX Help Center](https://help.getmaintainx.com).

## Examples

**Migrate from Excel spreadsheet**:

```typescript
import XLSX from 'xlsx';

const workbook = XLSX.readFile('maintenance-tracker.xlsx');
const sheet = workbook.Sheets[workbook.SheetNames[0]];
const rows = XLSX.utils.sheet_to_json(sheet);

for (const row of rows) {
  const mapped = mapRecord(row as Record<string, any>, WORK_ORDER_MAP);
  await client.createWorkOrder(mapped);
}
```

**Migrate locations first, then link assets**:

```typescript
// 1. Migrate locations
const locationIdMap = new Map<string, number>(); // legacy ID → MaintainX ID
for (const loc of legacyLocations) {
  const created = await client.request('POST', '/locations', { name: loc.name });
  locationIdMap.set(loc.legacyId, created.id);
}

// 2. Migrate assets with location links
for (const asset of legacyAssets) {
  const maintainxLocationId = locationIdMap.get(asset.legacyLocationId);
  await client.request('POST', '/assets', {
    name: asset.name,
    locationId: maintainxLocationId,
    serialNumber: asset.serial,
  });
}
```


---
Source attribution: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/maintainx-pack/skills/maintainx-migration-deep-dive/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 Jeremy Longshore

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/maintainx-pack/skills/maintainx-migration-deep-dive/SKILL.md
Attribution basis: Source repository record

Fields of work: Operations, Product Management, Project & Program Management, Sales
Roles: Business Development, Customer Success Manager, Operations Manager, Project Manager, Technical Product Manager
Specialties: API, Backend, Database, Design, Excel, Frontend
Tools: Maintainx
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: e848f0b5499d01725b0b9d8bc0ba0a0184f1aef28415b9e6c411e4f6fbf93807