bpm'online to SugarCRM Migration: How-to Guide

How to Migrate Data from bpm’online to SugarCRM

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from bpm’online to SugarCRM


http://www.data2crm.com/migration/supported-crm/bpm-online-to-sugar-crm-migration

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/

http://app.data2crm.com/user/register


Migration Setup 2. Specify Source CRM URL

• Specify your bpm’online URL, select its type from the drop-down menu.

• Then, provide your login & password for bpm’online software.
















Migration Setup 3. Specify Target CRM URL

Specify your SugarCRM URL, select its type.

Then provide your login & password for your SugarCRM.
















Migration Setup 4. Select Migration Options

Check the boxes

to activate the following

migration options:

• Accounts

• Contacts

• Tasks

• Opportunity

• Leads
















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
















Migration Setup 6. Start Full CRM Migration

Proceed with the free CRM data migration to SuiteCRM.

After you start the full migration,

your bpm’online data will be

moved directly to SugarCRM.

You'll receive an email

notification as soon as

the transfer is complete.















Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and

enjoy your new SugarCRM software.


















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bpm'online to SugarCRM Migration: How-to Guide