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How to Migrate Data From SuiteCRM to SugarCRM PowerPoint Presentation
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How to Migrate Data From SuiteCRM to SugarCRM

How to Migrate Data From SuiteCRM to SugarCRM

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How to Migrate Data From SuiteCRM to SugarCRM

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  1. How to Move Data fromSuiteCRM to SugarCRM

  2. How to Move Data from SuiteCRM to SugarCRM? www.data2crm.com/migration

  3. 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

  4. Migration Setup 2. Specify Source CRM URL • Specify your SuiteCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SuiteCRM. www.data2crm.com/migration

  5. 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

  6. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads www.data2crm.com/migration

  7. 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

  8. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to SugarCRM. After you start the full migration, your SuiteCRM data will be moved directly to SugarCRM. You'll receive an email notification as soon as the transfer is complete. www.data2crm.com/migration

  9. 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

  10. www.data2crm.com/migration