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Salesforce to Highrise: Useful Tips of Data Transfer

Want to switch your data from Salesforce to Highrise in an automated and accurate way? Spare several minutes and learn how to make it without troubles within a couple of hours.

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Salesforce to Highrise: Useful Tips of Data Transfer

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  1. How to Migrate fromSalesforceto Highrise www.data2crm.com/migration

  2. How to Migrate from Salesforceto Highrise www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

  4. Migration Setup 2. Specify Source Details • Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

  5. Migration Setup 3. Specify Source data Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button. In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration. Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

  6. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Highrise. Provide your URL and API token. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

  7. Migration Setup 3. Specify Target CRM To get your Highrise API token, follow the instruction below: 1. Sign in your Highrise. • Go to Account & settings and select My info. • Then click on the API token. In the bottom, you will see your API key, copy and paste it into the corresponding field of a migration wizard. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

  8. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Account • Contact • Task • Opportunity Note! Contact with your account manager and find out more about migration of users, leads and other CRM entities. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-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 http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

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

  11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Highrisesoftware. http://www.data2crm.com/migration/crm/supported/salesforce-to-highrise-migration

  12. www.data2crm.com/migration

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