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Migrate Salesforce to Vtiger Automatedly PowerPoint Presentation
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Migrate Salesforce to Vtiger Automatedly

Migrate Salesforce to Vtiger Automatedly

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Migrate Salesforce to Vtiger Automatedly

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  1. How to Migrate fromSalesforce.comto Vtiger http://www.data2crm.com/migration

  2. How to Migrate from Salesforce to Vtiger? 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/salesforce-to-vtiger-migration

  4. Migration Setup 2. Source CRM URL • Select CRM type from the drop-down menu. http://www.data2crm.com/migration/supported-crm/salesforce-to-vtiger-migration

  5. Migration Setup 3. Specify Target CRM URL Specify your Vtiger URL in the provided field in the migration wizard. Select CRM Source type. Provide your username. Specify the access key** http://www.data2crm.com/migration/supported-crm/salesforce-to-vtiger-migration

  6. Migration Setup 3. Specify Target CRM URL *Vtiger Open Source To get Vtiger access key, follow the instruction below: Login to your Vtiger CRM. Copy ‘Access Key’ and paste it in the migration wizard. 1 Go to ‘My preferences’. 2 3 http://www.data2crm.com/migration/supported-crm/salesforce-to-vtiger-migration

  7. Migration Setup 3. Specify Target CRM URL *Vtiger On Demand To find out Vtiger On Demand access key, just follow steps below: Login to your Vtiger CRM On Demand. Copy ‘Access Key’ and paste it in the migration wizard. 1 2 Go to ‘My preferences’. 3 http://www.data2crm.com/migration/supported-crm/salesforce-to-vtiger-migration

  8. 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/salesforce-to-vtiger-migration

  9. 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/salesforce-to-vtiger-migration

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

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

  12. www.data2crm.com/migration