Date post: | 20-Jul-2015 |
Category: |
Technology |
Upload: | data2crmmigration |
View: | 20 times |
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www.data2crm.com/migration
How to Migrate Data from Solve360 to Vtiger
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
1. Create your account
Visit app.data2crm.com and register your Data2CRM account.
Provide your name, email, choose the password and specify your phone number.
Migration Setup
2. Specify Source CRM URL
• Select your Source CRM type.
• Then provide your Solve360 URL, email and API token.
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
2. Specify Source CRM URL
• To find your API token, login in your
Solve360 account.
• In the right corner of page layout you will
find More button. Click on it and select My
Account.
• Then in the My Account menu click on API token, copy and paste the API key
into the corresponding field of migration wizard.
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
3. Specify Target CRM URL
1. Specify your Vtiger URL in the
provided field in the migration
wizard.
2. Select CRM Source type.
3. Provide your username.
4. Specify the access key**
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
3. Specify Target CRM URL
1
*Vtiger Open SourceTo get Vtiger access key, follow the instruction below:
Login to your Vtiger CRM.
Copy ‘Access Key’ and paste it in the migration wizard.
Go to ‘My preferences’.2
3
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
3. Specify Target CRM URL
1
*Vtiger On DemandTo find out Vtiger On Demand access key, just follow steps below:
Login to your Vtiger CRM
On Demand.
Copy ‘Access Key’ and paste it in the migration wizard.
Go to ‘My preferences’.2
3
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
4. Select Migration Options
Check the boxes
to activate the following
migration options:
• Account
• Contact
• Task
• Opportunity
Note! Contact with your account manager
and find out more about migration of users,
leads and other CRM entities.
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves up to 20 items of all specified
modules for you to see how the service works.
Note. You can skip this
step and start Full
migration right away
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
6. Start Full CRM Migration
Proceed with the CRM data migration to Vtiger.
After you start the full migration,
your Solve360 data will be
moved directly to Vtiger.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration
Migration Setup
7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and
enjoy your new Vtiger software.
http://www.data2crm.com/migration/crm/supported/solve-to-vtiger-migration