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By its export file

Migration guide

Move your data from Paperless Pipeline

Paperless Pipeline 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

  • Transactions

    Lands in Calisto as Deals · 6 fields

    Real estate transactions

  • Agents

    Lands in Calisto as Contacts · 5 fields

    Real estate agents

  • Properties

    Lands in Calisto as Places and stays · 4 fields

    Properties in transactions

  • Documents

    Lands in Calisto as Records · 5 fields

    Transaction documents

Export file

Exporting from Paperless Pipeline

  1. As a Master Admin, open the Transactions page.
  2. Under Downloads in the left menu, click All Contacts (and download the transactions list too).
  3. Drop each CSV below.

The contacts file carries each contact's name, role, company, phone and email across all transactions.

Paperless Pipeline’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