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

  • Contacts

    Lands in Calisto as Contacts · 6 fields

    Contacts CRM

  • Opportunités

    Lands in Calisto as Affaires · 6 fields

    Opportunités de vente

  • Organisations

    Lands in Calisto as Entreprises · 5 fields

    Entreprises et organisations

  • Tâches

    Lands in Calisto as Enregistrements · 5 fields

    Tâches et activités

  • Projets

    Lands in Calisto as Places and stays · 5 fields

    Projets

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