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How to Migrate Insightly to Vtiger without Troubles

Check out this step-by-step instruction for a fast, direct and automated Insightly to Vtiger migration.

Data2CRM
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How to Migrate Insightly to Vtiger without Troubles

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  1. How to Migrate fromInsightly to Vtiger http://www.data2crm.com/migration

  2. How to Migrate from Insightly to Vtiger? www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password. www.data2crm.com/migration

  4. Migration Setup 2. Specify Source CRM URL • Select your Target CRM type. • Then provide your Insightly API Key*. http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  5. Migration Setup 2. Specify Source CRM URL To get your Insightly API key, follow the instruction below: 1. Sign in your Insightly CRM. 2. Go to the “My Info” page, then to “User Settings”. 3. Copy your API key and paste it in migration wizard. http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  6. Migration Setup 3. Specify Target CRM URL Specify your Vtiger URL in the provided field in the migration wizard. Select CRM Source type. Provide your username and the access key** http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  7. Migration Setup 3. Specify Target CRM URL *Vtiger Open Source To get Vtiger access key, follow the instruction below: Login to your Vtiger CRM. Copy ‘Access Key’ and paste it in the migration wizard. 1 Go to ‘My preferences’. 2 3 http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  8. Migration Setup 3. Specify Target CRM URL * Vtiger On Demand To 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. 1 2 Go to ‘My preferences’. 3 http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  9. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  10. Migration Setup 5. 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/insightly-to-vtiger-migration

  11. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to Vtiger. After you start the full migration, your Insightly data will be moved directly to Vtiger CRM. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  12. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Vtiger software. http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration

  13. www.data2crm.com/migration

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