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Migrate Vtiger to SuiteCRM with Ease PowerPoint Presentation
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Migrate Vtiger to SuiteCRM with Ease

Migrate Vtiger to SuiteCRM with Ease

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Migrate Vtiger to SuiteCRM with Ease

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

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

  4. Migration Setup 2. Source CRM URL • Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*. http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration

  5. Migration Setup 2. Source 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/vtiger-to-suite-crm-migration

  6. Migration Setup 2. Source 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/vtiger-to-suite-crm-migration

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

  10. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to SuiteCRM. After you start the full migration, your Vtiger 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/vtiger-to-suite-crm-migration

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

  12. www.data2crm.com/migration