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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

  • Πελάτες

    Lands in Calisto as Επικοινωνίες · 5 fields

    Επικοινωνίες πελατών

  • Εργασίες

    Lands in Calisto as Αρχεία · 5 fields

    Εργασίες και εντολές εργασίας

  • Προτάσεις τιμών

    Lands in Calisto as Συμβάσεις · 4 fields

    Προσφορές και προτάσεις

  • Τιμολόγια

    Lands in Calisto as Τιμολόγια · 5 fields

    Τιμολόγια και χρέωση

  • Προσωπικό

    Lands in Calisto as Επικοινωνίες · 5 fields

    Μέλη του προσωπικού

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