How to Migrate Data from OroCRM to Zoho CRM

www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate Data from OroCRM to Zoho CRM

http://www.data2crm.com/migration/supported-crm/oro-crm-to-zoho-crm-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/oro-crm-to-zoho-crm-migration

Migration Setup2. Specify Source CRM URL • Specify your OroCRM URL, select its type from the drop-down menu. • Then, provide your login and API key.

http://www.data2crm.com/migration/supported-crm/oro-crm-to-zoho-crm-migration

Migration Setup3. Specify Target CRM URL

Specify your Zoho CRM URL, select its type. Then provide your login & password for your Zoho CRM system.

http://www.data2crm.com/migration/supported-crm/oro-crm-to-zoho-crm-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/oro-crm-to-zoho-crm-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/oro-crm-to-zoho-crm-migration

Migration Setup6. Start Full CRM Migration

Proceed with the free CRM data migration to Zoho CRM.

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

moved directly to Zoho CRM.

You'll receive an email notification as soon as

the transfer is complete.

http://www.data2crm.com/migration/supported-crm/oro-crm-to-zoho-crm-migration

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

www.data2crm.com/migration