Migration guide
Move your data from Top Producer
Top Producer 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
Contacts
Lands in Calisto as Contacts · 5 fields
Agent contacts and people
Transactions
Lands in Calisto as Deals · 5 fields
Real estate transactions
Listings
Lands in Calisto as Places and stays · 5 fields
Property listings
Tasks
Lands in Calisto as Records · 4 fields
Agent tasks
Export file
Exporting from Top Producer
- In Top Producer, search your contacts and tick them all on the results screen.
- Click Export Contacts, then choose All Contacts, CSV, and Contact Record and all associated items.
- Drop the CSV below.
Only the account owner (or a user given export permission) can export.
Top Producer’s own help pageBefore 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