Automated Highrise to Vtiger Migration

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Text of Automated Highrise to Vtiger Migration

How to Move Data from SuiteCRM to SugarCRM

How to Migrate from Highrise to Vtiger

www.data2crm.com/migration

www.data2crm.com/migration How to Migrate Data from Highrise to Vtiger

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

Migration Setup2. Source CRM URL Select your CRM type, provide your Highrise URL and API token.http://www.data2crm.com/migration/crm/supported/highrise-to-vtiger-migration

Migration Setup2. Specify Source CRM URL To get your Highrise API token, follow the instruction below:

1. Sign in your Highrise.

Go to Account & settings and select My info.

Then click on the API token. In the bottom, you will see your API key, copy and paste it into the corresponding field ofa migration wizard.

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

http://www.data2crm.com/migration/crm/supported/highrise-to-vtiger-migration Migration Setup3. Specify Target CRM URL Specify your Vtiger URL in the provided field in the migration wizard. Select CRM Source type. Provide your username. Specify the access key**

Migration Setup3. Specify Target CRM URL 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.

23http://www.data2crm.com/migration/crm/supported/highrise-to-vtiger-migration

Migration Setup3. Specify Target CRM URL 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.

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

Migration Setup4. Select Migration OptionsCheck the boxes to activate the followingmigration options:

AccountContactTaskOpportunity

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

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

Migration Setup5. Start Demo MigrationNow, 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 awayhttp://www.data2crm.com/migration/crm/supported/highrise-to-vtiger-migration

Migration Setup6. Start Full CRM MigrationProceed with the CRM data migration to Vtiger.

After you start the full migration,your Highrise data will bemoved directly to Vtiger.

You'll receive an email notification as soon as the transfer is complete.

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

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

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

www.data2crm.com/migration