By its export file

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

  1. In Procore, open the Company level Directory tool.
  2. Choose the Users or Companies tab, click Export, and select CSV.
  3. Drop each file below.

The Contacts and inactive views cannot be exported.

Procore’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