How to migrate from vtiger to sugarcrm
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Migrate Vtiger to SugarCRM with Ease PowerPoint PPT Presentation


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http://www.data2crm.com/migration/supported-crm/vtiger-to-sugar-crm-migration Currently, you use Vtiger CRM for business management, but consider SugarCRM might be more advanced solution for this purpose? Now, you have a great chance to migrate your Vtiger CRM data to SugarCRM automatedly for free. Just check up this step-by-step guidance to make everything properly.

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Migrate Vtiger to SugarCRM with Ease

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How to migrate from vtiger to sugarcrm

How to Migrate fromVtiger to SugarCRM

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


Migrate vtiger to sugarcrm with ease

How to Migrate from Vtiger to SugarCRM?

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

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


Migrate vtiger to sugarcrm with ease

Migration Setup

2. Specify Source 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**

* Make sure your username exludes + (plus) sign.

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

Migration Setup

2. Specify Source CRM URL

*VtigerOpen 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


Migrate vtiger to sugarcrm with ease

Migration Setup

2. Specify Source CRM URL

*Vtiger On Demand

To find out Vtiger On Demand access key, just follow steps below:

Login to your VtigerCRM

On Demand.

Copy ‘Access Key’ and paste it in the migration wizard.

1

2

Go to ‘My preferences’.

3

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

Migration Setup

3. Specify Target CRM URL

Specify your SugarCRM URL, select its type.

Then provide your login & password for your SugarCRM.

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

Migration Setup

4. Select Migration Options

  • Check the boxes

  • to activate the following

  • migration options:

  • Accounts

  • Contacts

  • Tasks

  • Opportunity

  • Leads

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

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


Migrate vtiger to sugarcrm with ease

Migration Setup

6. Start Full CRM Migration

Proceed with the free CRM data migration to SugarCRM.

After you start the full migration,

your Vtiger CRM data will be

moved directly to SugarCRM.

You'll receive an email

notification as soon as

the transfer is complete.

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

Migration Setup

7. Full Migration Is Complete

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

enjoy your new SugarCRM software.

www.data2crm.com/migration


Migrate vtiger to sugarcrm with ease

www.data2crm.com/migration


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