Migration guide
Move your data from CINC
CINC 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
Leads
Lands in Calisto as Contacts · 5 fields
Izinkomba nezimboni zokuzijabulisa ezinhleli
Properties
Lands in Calisto as Izindawo nezindawo zokuhlala · 6 fields
Izindawo zokuhlala
Activities
Lands in Calisto as Activities · 5 fields
Izenzo kanye nokuxhumana kwabaphathi
Export file
Exporting from CINC
- In CINC, use filters, pipeline and labels to show the leads you want.
- Click the Leads Dashboard title and choose Export Leads (you need export permission or to be the site owner).
- Enter your email address. CINC emails a link to the spreadsheet (large lists can take up to an hour).
- Download it and 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