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
Clienti
Lands in Calisto as Contatti · 5 fields
Contatti clienti
Lavori
Lands in Calisto as Registrazioni · 5 fields
Job e ordini di lavoro
Preventivi
Lands in Calisto as Offerte · 4 fields
Preventivi e proposte
Fatture
Lands in Calisto as Fatture · 5 fields
Fatture e fatturazione
Personale
Lands in Calisto as Contatti · 5 fields
Membri dello staff
Export file
Exporting from Simpro
- In Simpro, open Export → Customers.
- Choose Customer Details (or Customer Contacts), the customer type All, and CSV.
- Drop the file below.
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