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


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See on how your can migrate bpm'online to SuiteCRM automatedly. http://www.data2crm.com/migration/supported-crm/bpm-online-to-suite-crm-migration

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Presentation Transcript
slide3

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/bpm-online-to-suite-crm-migration

slide4

Migration Setup

2. Specify Source CRM URL

  • Specify your bpm’online URL, select its type from the drop-down menu.
  • Then, provide your login & password for bpm’onlinesoftware.

http://www.data2crm.com/migration/supported-crm/bpm-online-to-suite-crm-migration

slide5

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/bpm-online-to-suite-crm-migration

slide6

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/bpm-online-to-suite-crm-migration

slide7

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/bpm-online-to-suite-crm-migration

slide8

Migration Setup

6. Start Full CRM Migration

Proceed with the free CRM data migration to SuiteCRM.

After you start the full migration,

your bpm’online data 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/bpm-online-to-suite-crm-migration

slide9

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/bpm-online-to-suite-crm-migration