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How to Migrate SugarCRM to Salesforce with Data2CRM - PowerPoint PPT Presentation

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This easy-to-follow instructions will help you to migrate from SugarCRM to Salesforce using online migration service Data2CRM.

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Presentation Transcript

Migration Setup

1. Create your account

Visit and register your Data2CRM account.

Provide your name, email and choose the password.


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.


Migration Setup

3. Specify Target CRM URL

Select your CRM type, in this case choose Salesforce.


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.


Migration Setup

4. Select Migration Options

  • Check the boxes
  • to activate the following
  • migration options:
  • Accounts
  • Contacts
  • Tasks
  • Opportunity
  • Leads


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


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.


Migration Setup

7. Full Migration Is Complete

Congratulations! Now you may check up the result of migration and

enjoy your new Salesforcesoftware.