Calisto Pro
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By its export file

Migration guide

Move your data from Close CRM

Close CRM 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 · 3 fields

    Izibalo zokubheka kanye nabantu ababheke

  • Contacts

    Lands in Calisto as Contacts · 4 fields

    Iiprofayili zokuxhasa

  • Opportunities

    Lands in Calisto as Deals · 4 fields

    Izinhlelo zokuhleleka nezibalo zokuhleleka

  • Activities

    Lands in Calisto as Activities · 5 fields

    Amakheli, imiyalezo kanye namathuba

Export file

Exporting from Close CRM

  1. In Close, open Leads (contacts are exported from the Leads page).
  2. Filter to the leads you want, or leave it unfiltered for everything.
  3. Open the … menu at the top right of the list and choose Export.
  4. Set Type to Contacts (export Leads too, separately), choose CSV and All fields, and start the export.
  5. Drop the file below.

Exports work from a Leads Smart View only.

Close’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