Fast and Smooth Solve360 to Insightly Switch

How to Migrate from

Solve360 to Insightly

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Solve360 CRM to Insightly


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

Migration Setup

1. Create your account

Visit app.data2crm.com and register your Data2CRM account.

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


http://app.data2crm.com/

Migration Setup

2. Specify Source CRM URL

• Select your Source CRM type.

• Then provide your Solve360 URL, email and API token.



Migration Setup

2. Specify Source CRM URL

• To find your API token, login in your

Solve360 account.

• In the right corner of page layout you will

find More button. Click on it and select My

Account.

• Then in the My Account menu click on API token, copy and paste the API key

into the corresponding field of migration wizard.



Migration Setup

3. Specify Target CRM URL

•Select your Target CRM type.

•Then provide your Insightly API Key*.



Migration Setup

3. 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 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.



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



Migration Setup

6. Start Full CRM Migration

Proceed with the CRM data migration to Insightly.

After you start the full migration,

your Solve360 CRM data will be

moved directly to Insightly.

You'll receive an email

notification as soon as

the transfer is complete.



Migration Setup

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

enjoy your new Insightly software.



Fast and Smooth Solve360 to Insightly Switch

Technology

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