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Migrate Vtiger to SugarCRM with Ease PowerPoint Presentation
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Migrate Vtiger to SugarCRM with Ease

Migrate Vtiger to SugarCRM with Ease

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Migrate Vtiger to SugarCRM with Ease

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  1. How to Migrate fromVtiger to SugarCRM http://www.data2crm.com/migration/

  2. How to Migrate from Vtiger to SugarCRM? 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. www.data2crm.com/migration

  4. Migration Setup 2. Specify Source 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** * Make sure your username exludes + (plus) sign. www.data2crm.com/migration

  5. Migration Setup 2. Specify Source CRM URL *VtigerOpen 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 www.data2crm.com/migration

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

  7. Migration Setup 3. Specify Target CRM URL Specify your SugarCRM URL, select its type. Then provide your login & password for your SugarCRM. www.data2crm.com/migration

  8. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads www.data2crm.com/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 www.data2crm.com/migration

  10. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to SugarCRM. After you start the full migration, your Vtiger CRM data will be moved directly to SugarCRM. You'll receive an email notification as soon as the transfer is complete. www.data2crm.com/migration

  11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new SugarCRM software. www.data2crm.com/migration

  12. www.data2crm.com/migration