How to Migrate from

Highrise to Salesforce

www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate Data from Highrise to Salesforce

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

Migration Setup

1. Create your account

Visit www.data2crm.com/migration/ and register your Data2CRM account.

Provide your name, email, choose the password and specify your phone number.

Migration Setup

2. Source CRM URL

• Select your CRM type, provide your Highrise URL and API token.

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

Migration Setup

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

1. Sign in your Highrise.

2. Go to Account & settings and select My info.

3. Then click on the API token.

In the bottom, you will see your API key,

copy and paste it into the corresponding field of

a migration wizard.

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

Migration Setup

3. Specify Target CRM URL

Select your CRM type, in this case choose Salesforce.

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

Migration Setup

3. Specify Target CRM URL

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

Now, you’ll be redirected to your Salesforce

account, if you are already login, all you

need is just to press “Allow” button.

In case, you’re not login; you’ll need to

provide your Salesforce login and password,

and then you’ll be redirect to Data2CRM

wizard to complete the migration.

Note. Currently, automated Data2CRM

migration is suitable for peculiar Salesforce

editions – Developer, Enterprise and Ultimate

where API access is enabled.

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.

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

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

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

Migration Setup

6. Start Full CRM Migration

Proceed with the CRM data migration to Salesforce.

After you start the full migration,

your Highrise data will be

moved directly to Salesforce.

You'll receive an email

notification as soon as

the transfer is complete.

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

Migration Setup

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

enjoy your new Salesforce software.

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

www.data2crm.com/migration