Migration guide
Move your data from Better Proposals
Better Proposals does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.
What moves
What comes across
Calisto has no reader for Better Proposals’s records yet. Its export file still comes across as contacts, clients, properties or bookings: you map the columns yourself.
Export file
Exporting from Better Proposals
Better Proposals does not document a client export. Any spreadsheet with your clients' names and email addresses works. Save it as CSV and drop it below.
Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms