Calisto Pro
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By its export file

Migration guide

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.

What moves

What comes across

  • Loops

    Lands in Calisto as Enregistrements · 7 fields

    Boucles de transaction contenant des documents et des participants

  • Documents

    Lands in Calisto as Enregistrements · 4 fields

    Documents et formulaires de transaction

  • Participants

    Lands in Calisto as Enregistrements · 5 fields

    Participants et contacts de la transaction

Export file

Exporting from Dotloop

  1. In dotloop, open Contacts.
  2. Click the three dots menu and choose the export option for your contacts.
  3. 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