Practical Guidelines for Highrise to Insightly Migration

How to Migrate from Highrise to Insightly

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate from Highrise to Insightly?


http://www.data2crm.com/migration/crm/supported/highrise-to-insightly-migration

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


http://www.data2crm.com/migration/

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

Migration Setup2. Source CRM URL

• Select your CRM type, provide your Highrise URL and API token.



Migration Setup2. Specify Source CRM URL

To get your Highrise API token, follow the instruction below:

1. Sign in your Highrise.

2. Go to Account & settings and select My info.

3. Then click on the API token.

In the bottom, you will see your API key,

copy and paste it into the corresponding field of

a migration wizard.



Migration Setup3. Specify Target CRM URL

•Select your Target CRM type.

•Then provide your Insightly API Key*.



Migration Setup3. Specify Target 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.



Migration Setup4. Select Migration Options

Check the boxes to activate the followingmigration options:

• Account• Contact• Task• Opportunity

Note! Contact with your account manager and find out more about migration of users, leads and other CRM entities.



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 CRM data migration to Insightly.

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

moved directly to Insightly.

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 Insightly software.



Practical Guidelines for Highrise to Insightly Migration

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