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Migrate SugarCRM to Vtiger Automatedly

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http://www.data2crm.com/migration/supported-crm/sugar-crm-to-vtiger-migration Find out how simple it is to migrate SugarCRM to Vtiger using Data2CRM.

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how to migrate from sugarcrm to vtiger

How to Migrate fromSugarCRM to Vtiger

Migration support from SugarCRM CE and On Demand

Migration support to Vtiger Open Source and On Demand

http://www.data2crm.com/migration/

slide2

How to Migrate from SugarCRM to Vtiger?

www.data2crm.com/migration

slide3

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

slide4

Migration Setup

2. Source CRM URL

  • Specify your SugarCRM URL, select its type.
  • Then provide your login & password for your SugarCRM.

www.data2crm.com/migration

slide5

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

slide6

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

slide7

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

slide8

Migration Setup

4. Select Migration Options

  • Check the boxes
  • to activate the following
  • migration options:
  • Accounts
  • Contacts
  • Tasks
  • Opportunity
  • Leads

www.data2crm.com/migration

slide9

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

slide10

Migration Setup

6. Start Full CRM Migration

Proceed with the free CRM data migration to Vtiger CRM.

After you start the full migration,

your SugarCRMdata will be

moved directly to Vtiger CRM.

You\'ll receive an email

notification as soon as

the transfer is complete.

www.data2crm.com/migration

slide11

Migration Setup

7. Full Migration Is Complete

Congratulations! Now you may check up the result of migration and

enjoy your new Vtigersoftware.

www.data2crm.com/migration

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