Migration guide
Move your data from Simpro
Simpro 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
Lands in Calisto as جهات الاتصال · 5 fields
جهات الاتصال للعملاء
الوظائف
Lands in Calisto as السجلات · 5 fields
الوظائف وأوامر العمل
اقتباسات
Lands in Calisto as عروض · 4 fields
عروض الأسعار والعروض
الفواتير
Lands in Calisto as الفواتير · 5 fields
الفواتير والفواتير
موظفون
Lands in Calisto as جهات الاتصال · 5 fields
أعضاء الفريق
Export file
Exporting from Simpro
- In Simpro, open Export → Customers.
- Choose Customer Details (or Customer Contacts), the customer type All, and CSV.
- Drop the file 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