Migration guide
Move your data from Procore
Procore 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
Companies
Lands in Calisto as Contacts · 5 fields
Idatha yezibalo ezifakiwe
Projects
Lands in Calisto as Izindawo nezindawo zokuhlala · 5 fields
Idatha yeprojekthi ezithunyelweyo
Users
Lands in Calisto as Contacts · 5 fields
Idatha yabasebenzi abafakiwe
RFIs
Lands in Calisto as Tasks · 6 fields
Idatha ye-rfis eyathathwa
Export file
Exporting from Procore
- In Procore, open the Company level Directory tool.
- Choose the Users or Companies tab, click Export, and select CSV.
- Drop each file below.
The Contacts and inactive views cannot be exported.
Procore’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