How to Migrate Data from Vtiger to PipelineDeals
www.data2crm.com/migration
How to Migrate Data from Vtiger to PipelineDeals
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.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 2. Source CRM URL • Specify your Vtiger URL, select CRM Source type. • Then provide your URL, login and specify the access key*.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 2. Source 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. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 2. Source 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. http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose PipelineDeals and provide your API key.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 4. Select Options and Start Demo Check the boxes to activate the following migration options: • • • • •
Accounts Contacts Tasks Opportunity Leads
Now, start your Demo Migration.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 5. Check Up Demo Migration Progress Data2CRM moves up to 10 items of all specified modules for you to see how the service works.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 6. Start Full CRM Migration Set up your full Vtiger to PipelineDeals migration.
After accomplishment of your Demo, you will see the migrated records and price of your switch. Also there is a grid button that allows you to change migration options before setting up your full data transfer.
You'll receive an email notification as soon as the migration is complete.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new PipelineDeals CRM.
http://www.data2crm.com/migration/crm/supported/vtiger-to-pipeline-deals-migration
www.data2crm.com/migration