How to Migrate Insightly to Vtiger without Troubles
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How to Migrate from Insightly to Vtiger http:// www.data2crm.com/migration
description
Check out this step-by-step instruction for a fast, direct and automated Insightly to Vtiger migration. - PowerPoint PPT Presentation
Transcript of How to Migrate Insightly to Vtiger without Troubles
How to Migrate fromInsightly to Vtiger
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Insightly 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.
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
Migration Setup2. Specify Source CRM URL
• Select your Target CRM type. • Then provide your Insightly API Key*.
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
Migration Setup2. Specify Source 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.
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-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 and the access key**
Migration Setup3. Specify Target 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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http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
Migration Setup3. Specify Target 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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http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-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
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to Vtiger.
After you start the full migration,your Insightly data will be
moved directly to Vtiger CRM.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Vtiger software.
http://www.data2crm.com/migration/supported-crm/insightly-to-vtiger-migration
