Upload
data2crmmigration
View
163
Download
4
Embed Size (px)
DESCRIPTION
http://www.data2crm.com/migration/supported-crm/oro-crm-to-sugar-crm-migration Currently, you use OroCRM, but consider SugarCRM might be more advanced solution for you? Now, you have a great chance to migrate your OroCRM data to SugarCRM automatedly for free. Just check up this step-by-step tutorial to make everything properly.
Citation preview
How to Migrate from OroCRM to SugarCRM
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from OroCRM to SugarCRM?
http://www.data2crm.com/migration/supported-crm/oro-crm-to-sugar-crm-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/oro-crm-to-sugar-crm-migration
Migration Setup2. Specify Source CRM URL Specify your OroCRM URL, then provide your login & password.
Migration Setup3. Specify Target CRM URL
Specify your SugarCRM URL, select its type. Then provide your login & password for your SugarCRM.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-sugar-crm-migration
http://www.data2crm.com/migration/supported-crm/oro-crm-to-sugar-crm-migration
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/oro-crm-to-sugar-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/oro-crm-to-sugar-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to SugarCRM.
After you start the full migration,your OroCRM data will be
moved directly to SugarCRM.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-sugar-crm-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new SugarCRM software.