How to Migrate from Vtiger to SugarCRM with Data2CRM
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How to Migrate from Vtiger to SugarCRM http:// www.data2crm.com/migration /
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http://www.data2crm.com/migration/supported-crm/vtiger-to-sugar-crm-migration Currently, you use Vtiger CRM for business management, but consider SugarCRM might be more advanced solution for this purpose? Now, you have a great chance to migrate your Vtiger CRM data to SugarCRM automatedly for free. Just check up this step-by-step guidance to make everything properly.
Transcript of How to Migrate from Vtiger to SugarCRM with Data2CRM
How to Migrate from Vtiger to SugarCRM
http://www.data2crm.com/migration/
www.data2crm.com/migration
How to Migrate from Vtiger to SugarCRM?
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.
www.data2crm.com/migration
Migration Setup2. Specify Source 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**
* Make sure your username exludes + (plus) sign.
Migration Setup2. Specify Source CRM URL
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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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www.data2crm.com/migration
Migration Setup2. Specify Source CRM URL
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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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www.data2crm.com/migration
Migration Setup3. Specify Target 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 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 SugarCRM.
After you start the full migration,your Vtiger CRM data will be
moved directly to SugarCRM.
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 SugarCRM software.
