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Vtiger to Highrise Migration: Comprehensive Guide for Successful Switch

Look through this tutorial to learn the most straightforward way of Vtiger to Highrise data migration.

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Vtiger to Highrise Migration: Comprehensive Guide for Successful Switch

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  1. How to Migrate fromVtigerto Highrise http://www.data2crm.com/migration

  2. How to Migrate from Vtigerto 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/vtiger-to-highrise-migration

  4. Migration Setup 2. Source CRM URL • Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*. http://www.data2crm.com/migration/crm/supported/vtiger-to-highrise-migration

  5. Migration Setup 2. Source 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/crm/supported/vtiger-to-highrise-migration

  6. Migration Setup 2. Source 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/crm/supported/vtiger-to-highrise-migration

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

  8. 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/vtiger-to-highrise-migration

  9. 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/vtiger-to-highrise-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/crm/supported/vtiger-to-highrise-migration

  11. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to Highrise. After you start the full migration, your Vtigerdata 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/vtiger-to-highrise-migration

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

  13. www.data2crm.com/migration

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