Switch
By its export file
Migration guide
Move your data from Bidsketch
Bidsketch 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
Clients
Lands in Calisto as Contacts · 8 fields
Your Bidsketch clients
Templates
Lands in Calisto as Templates · 3 fields
Proposal templates
Export file
Exporting from Bidsketch
- Open the Clients menu in Bidsketch.
- Add .csv to the end of the address in your browser's address bar and press Enter.
- Your browser downloads your client list. Drop it 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