Calisto Pro
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By its export file

Migration guide

Move your data from Dotloop

Dotloop 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

  • Loops

    Lands in Calisto as レコード · 7 fields

    ドキュメントと参加者を含むトランザクションループ

  • ドキュメント

    Lands in Calisto as レコード · 4 fields

    取引書類とフォーム

  • 参加者

    Lands in Calisto as レコード · 5 fields

    取引参加者と取引先

Export file

Exporting from Dotloop

  1. In dotloop, open Contacts.
  2. Click the three dots menu and choose the export option for your contacts.
  3. Drop the downloaded CSV below.
dotloop’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