How to Migrate Zoho to Insightly Automatedly

How to Migrate from Zoho to Insightly

http://www.data2crm.com/migration



www.data2crm.com/migration

How to Migrate from Zoho to Insightly?



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/

http://app.data2crm.com/user/register

Migration Setup2. Source CRM URL

http://www.data2crm.com/migration/supported-crm/zoho-crm-to-insightly-migration

• Select Zoho CRM type from the drop-down menu. • Then, provide your login & password for OroCRM.




Migration Setup3. Specify Target CRM URL

• Select your Target CRM type. • Then provide your Insightly API Key.




Migration Setup3. Specify Target 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 Setup4. Select Migration Options

Check the boxes to activate the followingmigration options:

• Accounts• Contacts• Tasks• Opportunity• Leads




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




Migration Setup6. Start Full CRM Migration

Proceed with the free CRM data migration to Insightly.

After you start the full migration,your Zoho data will be

moved directly to Insightly.

You'll receive an email notification as soon as

the transfer is complete.




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






Technology

How to Migrate Zoho to Insightly Automatedly