How to Migrate from SugarCRM to Vtiger with Data2CRM
12
How to Migrate from SugarCRM to Vtiger http:// www.data2crm.com/migration / Migration support from SugarCRM CE and On Demand Migration support to Vtiger Open Source and On Demand
-
Upload
data2crmmigration -
Category
Technology
-
view
397 -
download
1
description
http://www.data2crm.com/migration/supported-crm/sugar-crm-to-vtiger-migration You run SugarCRM for your business management, but you are thinking about switching to something cheaper? Just look through this step-by-step tutorial and find out how to migrate from SugarCRM to Vtiger for free.
Transcript of How to Migrate from SugarCRM to Vtiger with Data2CRM
How to Migrate from SugarCRM to Vtiger
http://www.data2crm.com/migration/
Migration support from SugarCRM CE and On Demand Migration support to Vtiger Open Source and On Demand
www.data2crm.com/migration
How to Migrate from SugarCRM to Vtiger?
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.
Migration Setup2. Source CRM URL
• Specify your SugarCRM URL, select its type. • Then provide your login & password for your SugarCRM.
www.data2crm.com/migration
www.data2crm.com/migration
Migration Setup3. Specify Target CRM URL
1. Specify your Vtiger URL in the provided field in the migration wizard.
2. Select CRM Source type.3. Provide your username. 4. Specify the access key**
Migration Setup3. Specify Target CRM URL
1
*Vtiger Open SourceTo get Vtiger access key, follow the instruction below:
Login to your Vtiger CRM.
Copy ‘Access Key’ and paste it in the migration wizard.
Go to ‘My preferences’.2
3
www.data2crm.com/migration
Migration Setup3. Specify Target CRM URL
1
*Vtiger On DemandTo find out Vtiger On Demand access key, just follow steps below:
Login to your Vtiger CRM On Demand.
Copy ‘Access Key’ and paste it in the migration wizard.
Go to ‘My preferences’.2
3
www.data2crm.com/migration
www.data2crm.com/migration
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
www.data2crm.com/migration
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
www.data2crm.com/migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to Vtiger CRM.
After you start the full migration,your SugarCRM data will be
moved directly to Vtiger CRM.
You'll receive an email notification as soon as
the transfer is complete.
www.data2crm.com/migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Vtiger software.
