Calisto Pro
Switch
By its export file

Migration guide

Move your data from Current RMS

Current RMS 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

  • Items

    Lands in Calisto as Products · 5 fields

    Imported items data

  • Opportunities

    Lands in Calisto as Deals · 5 fields

    Imported opportunities data

  • Contacts

    Lands in Calisto as Contacts · 5 fields

    Imported contacts data

  • Invoices

    Lands in Calisto as Invoices · 11 fields

    Imported invoices data

Export file

Exporting from Current RMS

  1. In Current RMS, open System Setup → Export Data.
  2. Tick Contacts, Organizations (and Venues if you want them) and start the export.
  3. Current emails you the CSV files; drop each one below.

You can also download any custom view of People & Organizations to CSV.

Current RMS’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