How to Migrate from Capsule to Inisghtly

How to Migrate Data from Capsule to Insightly

www.data2crm.com/migration

How to Migrate Data from Capsule to Insightly

www.data2crm.com/migration

Migration Setup 1. Create your account Register your account at app.data2crm.com and provide the required info.

Also, you can login via social media.

https://www.data2crm.com/migration/crm/capsule-crm-to-insightly-migration/

Migration Setup 2. Existing CRM Details ● ●

Select Capsule from the drop-down menu.

Provide your CRM Url and API key.

https://www.data2crm.com/migration/crm/capsule-crm-to-insightly-migration/

Migration Setup 2. Specify Future CRM Details ● ●

Select Insightly from a drop-down list.

Verify the API token.

https://www.data2crm.com/migration/crm/capsule-crm-to-insightly-migration/

Migration Setup 3. Select Migration Options Check the boxes to activate the migration options: • • • • • • •

+

Accounts Contacts Leads Opportunities Tasks Notes Users

relations between the records

Note: The service will allow to check only those entities you have at your current CRM.

https://www.data2crm.com/migration/crm/capsule-crm-to-insightly-migration/

Migration Setup 3. Map Your Data Fields Set up a specific mapping for your data - switch to another field or don’t migrate.

Then, click “Save Mapping” and “Continue”. You also can restore the default mapping.

Note: Unmapped field won’t be migrated. https://www.data2crm.com/migration/crm/capsule-crm-to-insightly-migration/

Migration Setup 4. Run Demo Migration Once everything is set, you can start a free Demo Migration from Capsule to Insightly.

You'll receive an email notification as soon as Demo Migration is complete. And you can check Demo results.

https://www.data2crm.com/migration/crm/capsule-crm-to-insightly-migration/

Migration Setup Setup Migration 7. Start Full Migration Is Complete 5.

Full Migration Now you can proceed andyou complete your Capsule Insightly migration. and Congratulations!

Now may check up the toresult of migration

enjoy your new Salesforce software.

After you start the full migration, your Capsule data will be moved directly to Insightly.

As soon as your migration is complete, you will receive the email notification.

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

www.data2crm.com/migration