How to Migrate from Salesforce to Highrise

How to Migrate from

Salesforce to Highrise

www.data2crm.com/migration

http://www.data2crm.com/migration

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

• Select your CRM type, in this case choose Salesforce.



Migration Setup

3. Specify Source data


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

3. Specify Target CRM URL

Select your CRM type, in this case choose Highrise. Provide your URL and API token.



Migration Setup

3. Specify Target CRMTo 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.



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 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 Setup

6. Start Full CRM Migration

Proceed with the CRM data migration to Highrise.

After you start the full migration,

your Salesforce data will be

moved directly to Highrise.

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 Highrise software.



How to Migrate from Salesforce to Highrise

Technology

Transcript of How to Migrate from Salesforce to Highrise