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How to Move CRM Data from SugarCRM to SuiteCRM PowerPoint Presentation
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How to Move CRM Data from SugarCRM to SuiteCRM

How to Move CRM Data from SugarCRM to SuiteCRM

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How to Move CRM Data from SugarCRM to SuiteCRM

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  1. How to Migrate Data fromSugarCRMto SuiteCRM www.data2crm.com/migration

  2. How to Migrate Data from SugarCRMto SuiteCRM 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-suite-crm-migration

  4. Migration Setup 2. Specify Source CRM URL • Specify your SugarCRMURL, 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-suite-crm-migration

  5. Migration Setup 3. Specify Target CRM URL Specify your SuiteCRMURL, select its type. Then provide your login & password for your SuiteCRM. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-suite-crm-migration

  6. 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-suite-crm-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 http://www.data2crm.com/migration/supported-crm/sugar-crm-to-suite-crm-migration

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

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

  10. www.data2crm.com/migration