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

  • Mga Kustomer

    Lands in Calisto as Mga Kontak · 5 fields

    Mga tumutugon sa customer

  • Trabaho

    Lands in Calisto as Mga Rekords · 5 fields

    Mga trabaho at mga utos sa trabaho

  • Mga Tawag

    Lands in Calisto as Deals · 4 fields

    Mga presyo at mga mungkahi

  • Mga Billing

    Lands in Calisto as Mga Billing · 5 fields

    Mga talaan at pagbibilang

  • Personal

    Lands in Calisto as Mga Kontak · 5 fields

    Miyembro ng staff

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