Calisto Pro
Switch
By its export file

Migration guide

Move your data from Tripleseat

Tripleseat 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

  • Leads Accounts

    Lands in Calisto as Leads · 5 fields

    Imported leads accounts data

  • Events

    Lands in Calisto as Events · 6 fields

    Imported events data

  • Contacts

    Lands in Calisto as Contacts · 5 fields

    Imported contacts data

  • Invoices Deposits

    Lands in Calisto as Invoices · 9 fields

    Imported invoices deposits data

Export file

Exporting from Tripleseat

  1. In Tripleseat, open Reports → Contacts Report → General Export → Customize, then Update Report.
  2. Click Export to download the CSV. Do the same with the Accounts Report (Custom) for your accounts.
  3. Drop each file below.
Tripleseat’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