Migration guide
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.
What moves
What comes across
Transaktionen
Lands in Calisto as Angebote · 6 fields
Immobilientransaktionen
Agenten
Lands in Calisto as Kontakte · 5 fields
Immobilienmakler
Eigenschaften
Lands in Calisto as Places and stays · 4 fields
Immobilien in Transaktionen
Dokumente
Lands in Calisto as Datensätze · 5 fields
Transaktionsdokumente
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 pageBefore 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