Migration guide
Move your data from PandaDoc
Your browser reads PandaDoc 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 · 8 fields
Your PandaDoc contacts
テンプレート
Lands in Calisto as テンプレート · 3 fields
ドキュメントテンプレート
Live pull
The key you will need
API キー
In PandaDoc, open Settings → Integrations → API (the Developer Dashboard) and generate a Production API key.
If PandaDoc ever refuses your browser, the same source switches to its export file below.
Export file
Exporting from PandaDoc
Export your records from PandaDoc 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