Download
how to migrate data from sugarcrm to salesforce n.
Skip this Video
Loading SlideShow in 5 Seconds..
How to Migrate SugarCRM to Salesforce with Data2CRM PowerPoint Presentation
Download Presentation
How to Migrate SugarCRM to Salesforce with Data2CRM

How to Migrate SugarCRM to Salesforce with Data2CRM

146 Views Download Presentation
Download Presentation

How to Migrate SugarCRM to Salesforce with Data2CRM

- - - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

  1. How to Migrate Data fromSugarCRM to Salesforce www.data2crm.com/migration

  2. How to Migrate Data from SugarCRM to Salesforce 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. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-salesforce-migration

  4. Migration Setup 2. Specify Source CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-salesforce-migration

  5. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-salesforce-migration

  6. Migration Setup 3. Specify Target CRM URL 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/supported-crm/sugar-crm-to-salesforce-migration

  7. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads http://www.data2crm.com/migration/supported-crm/sugar-crm-to-salesforce-migration

  8. 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/supported-crm/sugar-crm-to-salesforce-migration

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

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

  11. www.data2crm.com/migration