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Salesforce to Insightly Migration in a Few Simple Steps PowerPoint Presentation
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Salesforce to Insightly Migration in a Few Simple Steps

Salesforce to Insightly Migration in a Few Simple Steps

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Salesforce to Insightly Migration in a Few Simple Steps

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

  2. How to Migrate from Salesforce to Insightly? 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-insightly-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-insightly-migration

  5. Migration Setup 3. Specify Target CRM URL • Select your Target CRM type. • Then provide your Insightly API Key*. http://www.data2crm.com/migration/supported-crm/salesforce-to-insightly-migration

  6. Migration Setup 3. Specify Target CRM URL To get your Insightly API key, follow the instruction below: 1. Sign in your Insightly CRM. 2. Go to the “My Info” page, then to “User Settings”. 3. Copy your API key and paste it in migration wizard. http://www.data2crm.com/migration/supported-crm/salesforce-to-insightly-migration

  7. 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-insightly-migration

  8. 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-insightly-migration

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

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

  11. www.data2crm.com/migration