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

  • Customers

    Lands in Calisto as Contacts · 5 fields

    Customer contacts

  • Jobs

    Lands in Calisto as Records · 5 fields

    Jobs and work orders

  • Quotes

    Lands in Calisto as Deals · 4 fields

    Quotes and proposals

  • Invoices

    Lands in Calisto as Invoices · 5 fields

    Invoices and billing

  • Staff

    Lands in Calisto as Contacts · 5 fields

    Staff members

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