Move your data from Proposify

Proposify 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.

Bring my Proposify data

What moves

What comes across

고객
Lands in Calisto as 연락처 · 8 fields
Your Proposify clients
템플릿
Lands in Calisto as 템플릿 · 3 fields
제안서 템플릿

Export file

Exporting from Proposify

In Proposify, open Reports and build a custom report of your proposals and clients.
Choose "click to download full data in CSV format" and name the report.
Drop the CSV below.

Proposify templates do not export as files; recreate them in Calisto Proposals.

Proposify’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