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How to Migrate from Vtiger to SuiteCRM http:// www.data2crm.com/migration
How to Migrate from Vtiger to SuiteCRM
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Vtiger to SuiteCRM?
www.data2crm.com/migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
Migration Setup2. Source CRM URL
• Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
Migration Setup2. Source CRM URL
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*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
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http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
Migration Setup2. Source CRM URL
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*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
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http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
Migration Setup3. Specify Target CRM URL
•Specify your SuiteCRM URL, select its type.
•Then provide your login & password for your SuiteCRM.
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves up to 10 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/supported-crm/vtiger-to-suite-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to SuiteCRM.
After you start the full migration,your Vtiger data will be
moved directly to SuiteCRM.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new SuiteCRM software.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
