Practical Guide on Highrise to Zoho Migration

How to Migrate from Highrise to Zoho

www.data2crm.com/migration

How to Migrate from Highrise to Zoho?

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-zoho-crm-migration

Migration Setup 2. Specify Source Details • Select your CRM type, provide your Highrise URL and API token.

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

Migration Setup 3. Target CRM Details • Select Zoho CRM type from the drop-down menu. • Then, provide your email & password for Zoho system.

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

Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves a limited amount of records from each 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-zoho-crm-migration

Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Zoho.

After you start the full migration, your Highrise data will be moved directly to Zoho.

You'll receive an email notification as soon as the transfer is complete.

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

Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Zoho software.

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

www.data2crm.com/migration