Move your data from Paperless Pipeline

Paperless Pipeline 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.

Bring my Paperless Pipeline data

What moves

What comes across

المعاملات
Lands in Calisto as عروض · 6 fields
معاملات العقارات
الوكلاء
Lands in Calisto as جهات الاتصال · 5 fields
وكلاء العقارات
الخصائص
Lands in Calisto as Places and stays · 4 fields
العقارات في المعاملات
المستندات
Lands in Calisto as السجلات · 5 fields
مستندات المعاملات

Export file

Exporting from Paperless Pipeline

As a Master Admin, open the Transactions page.
Under Downloads in the left menu, click All Contacts (and download the transactions list too).
Drop each CSV below.

The contacts file carries each contact's name, role, company, phone and email across all transactions.

Paperless Pipeline’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