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Migrate SugarCRM to bpm'online with Data2CRM PowerPoint Presentation
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Migrate SugarCRM to bpm'online with Data2CRM

Migrate SugarCRM to bpm'online with Data2CRM

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Migrate SugarCRM to bpm'online with Data2CRM

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  1. How to Migrate Data fromSugarCRMto bpm’online www.data2crm.com/migration

  2. How to Migrate Data from SugarCRMto bpm’online 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/suite-crm-to-bpm-online-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/

  5. 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. http://www.data2crm.com/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/

  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/

  8. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to bpm’online. After you start the full migration, your SugarCRMdata will be Moved directly to bpm’online. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/

  9. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new bpm’onlinesoftware. http://www.data2crm.com/migration/

  10. www.data2crm.com/migration