Calisto Pro
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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

  • Kunden

    Lands in Calisto as Kontakte · 5 fields

    Kundenkontakte

  • Jobs

    Lands in Calisto as Datensätze · 5 fields

    Jobs und Arbeitsaufträge

  • Angebote

    Lands in Calisto as Angebote · 4 fields

    Angebote und Vorschläge

  • Rechnungen

    Lands in Calisto as Rechnungen · 5 fields

    Rechnungen und Abrechnung

  • Personal

    Lands in Calisto as Kontakte · 5 fields

    Mitarbeiter

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