Calisto Pro
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By its export file

Migration guide

Move your data from Insightly

Insightly 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

  • Contatos

    Lands in Calisto as Contatos · 6 fields

    Contatos do CRM

  • Oportunidades

    Lands in Calisto as Negócios · 6 fields

    Oportunidades de vendas

  • Organisations

    Lands in Calisto as Empresas · 5 fields

    Empresas e organizações

  • Tarefas

    Lands in Calisto as Registros · 5 fields

    Tarefas e atividades

  • Projetos

    Lands in Calisto as Places and stays · 5 fields

    Projetos

Export file

Exporting from Insightly

  1. In Insightly, open Contacts from the left navigation.
  2. In the right sidebar's Import/Export section, click Export and choose the contacts export.
  3. Insightly emails you the CSV; drop it below. Repeat for Organizations and Opportunities.
Insightly’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