How to Migrate from Vtiger to insightly Insightly

How to Migrate from Vtiger to Insightly

http://www.data2crm.com/migration



www.data2crm.com/migration

How to Migrate from Vtiger to Insightly?



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/

http://app.data2crm.com/user/register

Migration Setup2. Source CRM URL

• Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*.

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



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*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

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*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

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Migration Setup3. Specify Target CRM URL

•Select your Target CRM type.

•Then provide your Insightly API Key*.


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 Setup3. Specify Target CRM URL


Migration Setup4. Select Migration Options

Check the boxes to activate the followingmigration options:

• Accounts• Contacts• Tasks• Opportunity• Leads



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



Migration Setup6. Start Full CRM Migration

Proceed with the free CRM data migration to Insightly.

After you start the full migration,your Vtiger data will be

moved directly to Insightly.

You'll receive an email notification as soon as

the transfer is complete.



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



How to Migrate from Vtiger to insightly Insightly

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