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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

  • 연락처

    Lands in Calisto as 연락처 · 6 fields

    연락처 프로필 및 CRM 데이터

  • 리스팅

    Lands in Calisto as 기록 · 13 fields

    부동산 리스팅 및 세부 정보

  • 거래

    Lands in Calisto as 기록 · 10 fields

    거래 기록 및 파이프라인 데이터

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