How to Migrate fromInsightly to Salesforce

http://www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate from Insightly to Salesforce?

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-salesforce-migration

Migration Setup2. Specify Source CRM URL

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

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.

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

Migration Setup3. Specify Target CRM URL

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

Select your CRM type, in this case choose Salesforce.

Migration Setup3. Specify Target CRM URL

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.

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

Migration Setup5. Start Demo Migration

Now, start your Free 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-salesforce-migration

Migration Setup6. Start Full CRM Migration

Proceed with the CRM data migration to Salesforce.

After you start the full migration,your Insightly 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/supported-crm/insightly-to-salesforce-migration

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

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

www.data2crm.com/migration