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

  • 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

  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