How to Migrate SuiteCRM to Salesforce in 5 Steps

How to Migrate fromSalesforce to SuiteCRM

http://www.data2crm.com/migration



www.data2crm.com/migration

How to Migrate from Salesforce to SuiteCRM?


http://www.data2crm.com/migration/supported-crm/salesforce-to-suite-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/

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

Migration Setup2. Specify Source Details

• Select your CRM type, in this case choose Salesforce.



Migration Setup3. Specify Source data


Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button.

In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration.

Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled.


Migration Setup3. Target CRM URL


• Specify your SuiteCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SuiteCRM.


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 SuiteCRM.

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

moved directly to SuiteCRM.

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 SuiteCRM software.



www.data2crm.com/migration


How to Migrate SuiteCRM to Salesforce in 5 Steps

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