Calisto Pro
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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

  • 顧客

    Lands in Calisto as 連絡先 · 5 fields

    顧客連絡先

  • ジョブ

    Lands in Calisto as レコード · 5 fields

    ジョブとワークオーダー

  • 引用

    Lands in Calisto as オファー · 4 fields

    見積もりと提案書

  • 請求書

    Lands in Calisto as 請求書 · 5 fields

    請求書および請求

  • スタッフ

    Lands in Calisto as 連絡先 · 5 fields

    スタッフメンバー

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