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
고객
Lands in Calisto as 연락처 · 5 fields
고객 연락처
작업
Lands in Calisto as 기록 · 5 fields
작업 및 작업 지시서
인용구
Lands in Calisto as 딜 · 4 fields
견적서 및 제안서
송장
Lands in Calisto as 송장 · 5 fields
송장 및 청구서
직원
Lands in Calisto as 연락처 · 5 fields
직원
Export file
Exporting from Simpro
- In Simpro, open Export → Customers.
- Choose Customer Details (or Customer Contacts), the customer type All, and CSV.
- Drop the file below.
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