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Willing to migrate from Insightly to OroCRM? By means of simple set of instruction you will accomplish quick, precise, automated and chargeless migration for free.
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How to Migrate fromInsightly to OroCRM
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Insightly to OroCRM?
www.data2crm.com/migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
http://www.data2crm.com/migration/supported-crm/insightly-to-oro-crm-migration
Migration Setup2. Specify Source CRM URL
• Select your Target CRM type. • Then provide your Insightly API Key*.
http://www.data2crm.com/migration/supported-crm/insightly-to-oro-crm-migration
Migration Setup2. Specify Source CRM URL
To get your Insightly API key, follow the instruction below:
1. Sign in your Insightly CRM.
2. Go to the “My Info” page, then to “User Settings”.
3. Copy your API key and paste it in migration wizard.
Migration Setup3. Target CRM URL
http://www.data2crm.com/migration/supported-crm/insightly-to-oro-crm-migration
• Specify your OroCRM URL, select its type. • Then provide your login & API key for your OroCRM system.
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/insightly-to-oro-crm-migration
Migration Setup5. 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/insightly-to-oro-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to OroCRM.
After you start the full migration,your Insightly data will be
moved directly to OroCRM.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/insightly-to-oro-crm-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new OroCRM software.
http://www.data2crm.com/migration/supported-crm/insightly-to-oro-crm-migration