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

  • Clientes

    Lands in Calisto as Contatos · 5 fields

    Contatos do cliente

  • Trabalhos

    Lands in Calisto as Registros · 5 fields

    Empregos e ordens de serviço

  • Orçamentos

    Lands in Calisto as Negócios · 4 fields

    Orçamentos e propostas

  • Faturas

    Lands in Calisto as Faturas · 5 fields

    Faturas e faturamento

  • Equipe

    Lands in Calisto as Contatos · 5 fields

    Membros da equipe

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