Migration guide
Move your data from BoldTrail
Your browser reads BoldTrail directly with a key you create there. The key stays in your browser; Calisto only receives your records, and you can stop and pick up again any day.
What moves
What comes across
連絡先
Lands in Calisto as 連絡先 · 6 fields
連絡先プロファイルと CRM データ
リスト
Lands in Calisto as レコード · 13 fields
プロパティのリストと詳細
トランザクション
Lands in Calisto as レコード · 10 fields
トランザクションレコードとパイプラインデータ
Live pull
The key you will need
API token
In BoldTrail (kvCORE), open Admin → Lead Engine → Lead Dropbox, and generate or copy your API token.
If BoldTrail ever refuses your browser, the same source switches to its export file below.
Export file
Exporting from BoldTrail
Export your records from BoldTrail as a CSV, Excel, JSON or ZIP file. Any spreadsheet of names and email addresses works too.
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