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By its export file

Migration guide

Move your data from CINC

CINC 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

  • العملاء المحتملون

    Lands in Calisto as جهات الاتصال · 6 fields

    رواد الأعمال العقاريون والعملاء المحتملون

  • الخصائص

    Lands in Calisto as Places and stays · 6 fields

    عقارات

  • الأنشطة

    Lands in Calisto as الأنشطة · 5 fields

    أنشطة الوكلاء وتفاعلاتهم

Export file

Exporting from CINC

  1. In CINC, use filters, pipeline and labels to show the leads you want.
  2. Click the Leads Dashboard title and choose Export Leads (you need export permission or to be the site owner).
  3. Enter your email address. CINC emails a link to the spreadsheet (large lists can take up to an hour).
  4. Download it and drop it below.
CINC’s own help page

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