Calisto Pro
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By its export file

Migration guide

Move your data from ServiceTitan

ServiceTitan 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 · 8 fields

    Idatha yabathengi abafakiwe

  • Imibhalo

    Lands in Calisto as Contacts · 2 fields

    Idatha yamakhadi afakiwe

  • Locations

    Lands in Calisto as Izindawo nezindawo zokuhlala · 3 fields

    Idatha yezindawo ezitholwe ngokuthatha

  • Jobs

    Lands in Calisto as Jobs · 10 fields

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

  • Appointments

    Lands in Calisto as Bookings · 6 fields

    Idatha yezibizo ezithunyelwe

  • Abakhiqizi

    Lands in Calisto as Contacts · 5 fields

    Idatha yabaphathi abafakiwe

  • Invoices

    Lands in Calisto as Invoices · 11 fields

    Idatha yezibhaliso ezithunyelwe

Export file

Exporting from ServiceTitan

  1. In ServiceTitan, open Search and choose Customers (no filters).
  2. Click the Expand icon and choose Export to Excel (.xlsx) or Export to CSV.
  3. Drop the file below.
ServiceTitan’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