Move your data from Dotloop

Dotloop 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.

Bring my Dotloop data

What moves

What comes across

Loops
Lands in Calisto as Mga Rekords · 7 fields
Mga transaction loops na may mga dokumento at mga tagapag-ugnay
Mga Dokumento
Lands in Calisto as Mga Rekords · 4 fields
Transaction documents at forms
Mga Kasapi
Lands in Calisto as Mga Rekords · 5 fields
Transaction participants at contacts

Export file

Exporting from Dotloop

In dotloop, open Contacts.
Click the three dots menu and choose the export option for your contacts.
Drop the downloaded CSV below.

dotloop’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