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How to Migrate SuiteCRM to Vtiger Automatedly

Learn how you can migrate CRM data from SuiteCRM to Vtiger straightforward and totally automatedly

Data2CRM
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How to Migrate SuiteCRM to Vtiger Automatedly

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

  2. How to Migrate from SuiteCRM 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. Source CRM URL • Specify your SuiteCRM URL, select its type. • Then provide your login & password for your SuiteCRM. www.data2crm.com/migration

  5. 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. Specify the access key** www.data2crm.com/migration

  6. 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 www.data2crm.com/migration

  7. 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 www.data2crm.com/migration

  8. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads www.data2crm.com/migration

  9. 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 www.data2crm.com/migration

  10. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to Vtiger CRM. After you start the full migration, your SuiteCRM data will be moved directly to Vtiger CRM. You'll receive an email notification as soon as the transfer is complete. www.data2crm.com/migration

  11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Vtiger software. www.data2crm.com/migration

  12. www.data2crm.com/migration

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