How to Migrate Zoho to Salesforce Automatedly

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How to Migrate Data from Zoho to Salesforce www.data2crm.com/migration

description

http://www.data2crm.com/migration/supported-crm/zoho-crm-to-salesforce-migration If you're willing to migrate CRM data from Zoho to Salesforce, but don't have much time, don't be discouraged. Check up this presentation on how your can easily move data directly to Salesforce automatedly and with no hassle at all!

Transcript of How to Migrate Zoho to Salesforce Automatedly

Page 1: How to Migrate Zoho to Salesforce Automatedly

How to Migrate Data from Zoho to Salesforce

www.data2crm.com/migration

Page 2: How to Migrate Zoho to Salesforce Automatedly

www.data2crm.com/migration

How to Migrate Data from Zoho to Salesforce

Page 3: How to Migrate Zoho to Salesforce Automatedly

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

Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.

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Migration Setup2. Source CRM URL

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

• Select Zoho CRM type from the drop-down menu. • Then, provide your login & password for Zoho CRM.

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Migration Setup3. Specify Target CRM URL

Select your CRM type, in this case choose Salesforce.

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

Page 6: How to Migrate Zoho to Salesforce Automatedly

Migration Setup3. Specify Target CRM URL

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

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.

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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/zoho-crm-to-salesforce-migration

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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/zoho-crm-to-salesforce-migration

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Migration Setup6. Start Full CRM Migration

Proceed with the free CRM data migration to Salesforce.

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

moved directly to Salesforce.

You'll receive an email notification as soon as

the transfer is complete.

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

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

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

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www.data2crm.com/migration