Calisto Pro
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By its export file

Migration guide

Move your data from Insightly

Insightly 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 · 6 fields

    Επαφές CRM

  • Ευκαιρίες

    Lands in Calisto as Συμβάσεις · 6 fields

    Εμπορικές ευκαιρίες

  • Organisations

    Lands in Calisto as Εταιρείες · 5 fields

    Εταιρείες και οργανισμοί

  • Εργασίες

    Lands in Calisto as Αρχεία · 5 fields

    Εργασίες και δραστηριότητες

  • Έργα

    Lands in Calisto as Places and stays · 5 fields

    Έργα

Export file

Exporting from Insightly

  1. In Insightly, open Contacts from the left navigation.
  2. In the right sidebar's Import/Export section, click Export and choose the contacts export.
  3. Insightly emails you the CSV; drop it below. Repeat for Organizations and Opportunities.
Insightly’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