Guideline on an Automated Solve360 to Vtiger Transfer

How to Migrate from

Solve360 to Vtiger

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Solve360 to Vtiger


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

Migration Setup

1. Create your account

Visit 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 Setup

2. Specify Source CRM URL

• Select your Source CRM type.

• Then provide your Solve360 URL, email and API token.



Migration Setup

2. Specify Source CRM URL

• 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 Setup

3. Specify Target 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**



Migration Setup


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



Migration Setup


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 Setup

4. Select Migration Options

Check the boxes

to activate the following

migration 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 Setup

5. 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 Setup

6. Start Full CRM Migration

Proceed with the CRM data migration to Vtiger.

After you start the full migration,

your Solve360 data will be

moved directly to Vtiger.

You'll receive an email

notification as soon as

the transfer is complete.



Migration Setup

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

enjoy your new Vtiger software.





Technology

Guideline on an Automated Solve360 to Vtiger Transfer