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http://www.data2crm.com/migration/supported-crm/vtiger-to-zoho-crm-migration You run Vtiger CRM for your business management, but you are thinking about switching to something cheaper? Just look through this step-by-step tutorial and find out how to migrate from Vtiger to Zoho CRM at no cost at all.
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How to Migrate from Vtiger to Zoho CRM
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Vtiger to Zoho CRM?
http://www.data2crm.com/migration/supported-crm/vtiger-to-zoho-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/supported-crm/vtiger-to-zoho-crm-migration
Migration Setup 2. Specify Source CRM URL
1. Specify your Vtiger URL in the provided field in the migration wizard.
2. Select CRM Source type.
3. Provide your username*.
4. Specify the access key**
* Make sure your username exludes + (plus) sign.
Migration Setup 2. Specify Source CRM URL
1
*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.
Go to ‘My preferences’. 2
3
http://www.data2crm.com/migration/supported-crm/vtiger-to-zoho-crm-migration
Migration Setup 2. Specify Source CRM URL
1
*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.
Go to ‘My preferences’.
2
3
http://www.data2crm.com/migration/supported-crm/vtiger-to-zoho-crm-migration
Migration Setup 3. Specify Target CRM URL
Specify your Zoho URL, select its type.
Then provide your login & password for your Zoho CRM.
www.data2crm.com/migration
http://www.data2crm.com/migration/supported-crm/vtiger-to-zoho-crm-migration
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-zoho-crm-migration
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-zoho-crm-migration
Migration Setup 6. Start Full CRM Migration
Proceed with the free CRM data migration to Zoho CRM.
After you start the full migration,
your Vtiger CRM data will be
moved directly to Zoho CRM.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/vtiger-to-zoho-crm-migration
Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and
enjoy your new Zoho CRM software.
