How to Migrate from Highrise to Salesforce
www.data2crm.com/migration
How to Migrate Data from Highrise to Salesforce
www.data2crm.com/migration
Migration Setup 1. Create your account Visit 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/crm/supported/highrise-to-salesforce-migration
Migration Setup 2. Source CRM URL • Select your CRM type, provide your Highrise URL and API token.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
Migration Setup 2. 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.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Salesforce.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
Migration Setup 3. Specify Target CRM URL 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.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
Migration Setup 4. Select Migration Options Check the boxes to activate the following migration options: • • • •
Account Contact Task Opportunity
Note! Contact with your account manager and find out more about migration of users, leads and other CRM entities.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves a limited amount of items from all specified module 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/crm/supported/highrise-to-salesforce-migration
Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Salesforce.
After you start the full migration, your Highrise 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/crm/supported/highrise-to-salesforce-migration
Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Salesforce software.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
www.data2crm.com/migration