SugarCRM to Vtiger Migration in Swift and Direct Mode

How to Migrate from SugarCRM to Vtiger Migration support from SugarCRM CE and On Demand

Migration support to Vtiger Open Source and On Demand

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

How to Migrate from SugarCRM to Vtiger?

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. Source CRM URL • Specify your SugarCRM URL, select its type.

• Then provide your login & password for your SugarCRM.

www.data2crm.com/migration

Migration Setup 3. Specify Target CRM URL

1. Specify your Vtiger URL in the provided field in the migration wizard.

2. Select CRM Source type.

3. Provide your username.

4. Specify the access key**

www.data2crm.com/migration

Migration Setup 3. Specify Target CRM URL *Vtiger Open Source To get Vtiger access key, follow the instruction below: 1

Login to your Vtiger CRM.

2

Go to ‘My preferences’.

3 Copy ‘Access Key’ and paste it in the migration wizard.

www.data2crm.com/migration

Migration Setup 3. Specify Target CRM URL *Vtiger On Demand To find out Vtiger On Demand access key, just follow steps below:

1 Login to your Vtiger CRM On Demand.

2 Go to ‘My preferences’.

3 Copy ‘Access Key’ and paste it in the migration wizard. www.data2crm.com/migration

Migration Setup 4. Select Migration Options Check the boxes to activate the following migration options: • • • • •

Accounts Contacts Tasks Opportunity Leads

www.data2crm.com/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

www.data2crm.com/migration

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

After you start the full migration, your SugarCRM data will be moved directly to Vtiger CRM. You'll receive an email notification as soon as the transfer is complete.

www.data2crm.com/migration

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

www.data2crm.com/migration

www.data2crm.com/migration