Calisto Pro
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By its export file

Migration guide

Move your data from Insightly

Insightly 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

  • 連絡先

    Lands in Calisto as 連絡先 · 6 fields

    CRM 連絡先

  • オポチュニティ

    Lands in Calisto as オファー · 6 fields

    販売機会

  • Organisations

    Lands in Calisto as 企業 · 5 fields

    企業と組織

  • タスク

    Lands in Calisto as レコード · 5 fields

    タスクと活動

  • プロジェクト

    Lands in Calisto as Places and stays · 5 fields

    プロジェクト

Export file

Exporting from Insightly

  1. In Insightly, open Contacts from the left navigation.
  2. In the right sidebar's Import/Export section, click Export and choose the contacts export.
  3. Insightly emails you the CSV; drop it below. Repeat for Organizations and Opportunities.
Insightly’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