Calisto Pro
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By its export file

Migration guide

Move your data from Housecall Pro

Housecall Pro 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 · 4 fields

    Idatha yabathengi abafakiwe

  • Addresses

    Lands in Calisto as Izindawo nezindawo zokuhlala · 6 fields

    Imakheli afakiwe kumakheli

  • Jobs

    Lands in Calisto as Jobs · 9 fields

    Jobs, imported as Trades jobs at the stage their status names

  • Appointments

    Lands in Calisto as Bookings · 5 fields

    Idatha yezibizo ezithunyelwe

  • Invoices

    Lands in Calisto as Invoices · 11 fields

    Idatha yezibhaliso ezithunyelwe

  • Abakhiqizi

    Lands in Calisto as Contacts · 4 fields

    Idatha yabaphathi abafakiwe

Export file

Exporting from Housecall Pro

  1. As an admin, select Customers in the left navigation bar.
  2. Click Actions on the right and choose Export.
  3. Confirm the email address and click Send file. The CSV arrives from notifications@housecallpro.com.
  4. Drop the file below.
Housecall Pro’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