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By its export file

Migration guide

Move your data from DocuSign

DocuSign 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

  • Επικοινωνίες

    Lands in Calisto as Επικοινωνίες · 8 fields

    Your DocuSign address book

  • Πρότυπα

    Lands in Calisto as Πρότυπα · 3 fields

    Envelope templates

Export file

Exporting from DocuSign

  1. In DocuSign eSignature, open Reports and run the Recipient Activity report for the date range you want (for example the last 365 days).
  2. Click the download button to save it as CSV.
  3. Drop the file below. Templates do not export as a file; recreate them in Calisto Sign.

DocuSign's address book has no export button; the recipient report is the list of the people you have sent to.

DocuSign’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