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Vtiger to Solve360: a Guide to Automated Transfer

Willing to migrate from Vtiger to Solve360? Take a look at this set of instructions and perform your switch with ease.

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Vtiger to Solve360: a Guide to Automated Transfer

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  1. How to Migrate fromVtiger to Solve360 http://www.data2crm.com/migration

  2. How to Migrate from Vtiger to Solve360? 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-solve-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-solve-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-solve-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-solve-migration

  7. Migration Setup 3. Specify Target CRM Select your CRM type, in this case choose Solve360. Provide your URL, email and API token. http://www.data2crm.com/migration/crm/supported/vtiger-to-solve-migration

  8. Migration Setup 3. Specify Target CRM • To find your API token, login in your Solve360 account. • In the right corner of page layout you will find More button. Click on it and select My Account. • Then in the My Account menu click on API token, copy and paste the API key into the corresponding field of migration wizard. http://www.data2crm.com/migration/crm/supported/vtiger-to-solve-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-solve-migration

  10. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves up to 20 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-solve-migration

  11. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Solve360. After you start the full migration, your Vtiger data will be moved directly to Solve360. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/crm/supported/vtiger-to-solve-migration

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

  13. www.data2crm.com/migration

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