Vtiger to Solve360: a Guide to Automated Transfer

How to Migrate from Vtiger to Solve360

http://www.data2crm.com/migration



www.data2crm.com/migration

How to Migrate from Vtiger to Solve360?


http://www.data2crm.com/migration/crm/supported/vtiger-to-solve-migration

Migration Setup1. Create your accountVisit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.


http://app.data2crm.com/

Migration Setup2. Source CRM URL

• Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*.




1

*Vtiger Open SourceTo get Vtiger access key, follow the instruction below:

Login to your Vtiger CRM.

Copy ‘Access Key’ and paste it in the migration wizard.

Go to ‘My preferences’.2

3




1

*Vtiger On DemandTo 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.

Go to ‘My preferences’.2

3



Migration Setup3. Specify Target CRM

Select your CRM type, in this case choose Solve360. Provide your URL, email and API token.



Migration Setup3. Specify Target CRM

• To find your API token, login in your Solve360 account.

• In the right corner of page layout you will find More button. Click on it and select My Account.

• Then in the My Account menu click on API token, copy and paste the API key into the corresponding field of migration wizard.



Migration Setup4. Select Migration Options

Check the boxes to activate the followingmigration options:

• Account• Contact• Task• Opportunity

Note! Contact with your account manager and find out more about migration of users, leads and other CRM entities.



Migration Setup5. Start Demo Migration

Now, start your Demo Migration. Data2CRM moves up to 20 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



Migration Setup6. Start Full CRM Migration

Proceed with the CRM data migration to Solve360.

After you start the full migration,your Vtiger data will be

moved directly to Solve360.

You'll receive an email notification as soon as

the transfer is complete.



Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Solve software.



www.data2crm.com/migration


Documents

Vtiger to Solve360: a Guide to Automated Transfer