How to Migrate from Insightly to Zoho CRM
http://www.data2crm.com/migration
How to Migrate from Insightly to Zoho CRM?
www.data2crm.com/migration
Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
www.data2crm.com/migration
Migration Setup 2. Specify Source CRM URL • Select your Target CRM type. • Then provide your Insightly API Key*.
http://www.data2crm.com/migration/supported-crm/insightly-to-zoho-crm-migration
Migration Setup 2. Specify Source 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.
http://www.data2crm.com/migration/supported-crm/insightly-to-zoho-crm-migration
Migration Setup 3. Target CRM URL • Select Zoho CRM type from the drop-down menu. • Then, provide your login & API key for Zoho system.
http://www.data2crm.com/migration/supported-crm/insightly-to-zoho-crm-migration
Migration Setup 4. Select Migration Options Check the boxes to activate the following migration options: • • • • •
Accounts Contacts Tasks Opportunity Leads
http://www.data2crm.com/migration/supported-crm/insightly-to-zoho-crm-migration
Migration Setup 5. 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/insightly-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 Insightly data will be moved directly to Zoho CRM. You'll receive an email notification as soon as the transfer is complete.
http://www.data2crm.com/migration/supported-crm/insightly-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/supported-crm/insightly-to-zoho-crm-migration
www.data2crm.com/migration