Calisto Pro
Switch
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

  • Clients

    Lands in Calisto as Contacts · 5 fields

    Contacts clients

  • Emplois

    Lands in Calisto as Enregistrements · 5 fields

    Tâches et ordres de travail

  • Devis

    Lands in Calisto as Affaires · 4 fields

    Devis et propositions

  • Factures

    Lands in Calisto as Factures · 5 fields

    Factures et facturation

  • Personnel

    Lands in Calisto as Contacts · 5 fields

    Membres du personnel

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