By its export file

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

  1. In Simpro, open Export → Customers.
  2. Choose Customer Details (or Customer Contacts), the customer type All, and CSV.
  3. Drop the file below.
Simpro’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