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How to Migrate SuiteCRM to bpm'online with Ease - PowerPoint PPT Presentation

  • Uploaded on Learn how you can migrate CRM data from SuiteCRM to bpm'online straightforward and totally automatedly.

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PowerPoint Slideshow about 'How to Migrate SuiteCRM to bpm'online with Ease' - 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 SuiteCRM URL, select its type from the drop-down menu.
  • Then, provide your login & password for SuiteCRM.


Migration Setup

3. Specify Target CRM URL

Specify your bpm’online URL, select its type.

Then provide your login & password for your bpm’online system.


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 bpm’online.

After you start the full migration,

your SuiteCRM data will be

Moved directly to bpm’online.

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 bpm’onlinesoftware.