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By its export file

Migration guide

Move your data from Proposify

Proposify 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 Proposify clients

  • Templates

    Lands in Calisto as Templates · 3 fields

    Proposal templates

Export file

Exporting from Proposify

  1. In Proposify, open Reports and build a custom report of your proposals and clients.
  2. Choose "click to download full data in CSV format" and name the report.
  3. Drop the CSV below.

Proposify templates do not export as files; recreate them in Calisto Proposals.

Proposify’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