How to Move from Zoho to PipelineDeals

How to Migrate Data from Zoho to PipelineDeals

www.data2crm.com/migration

How to Migrate Data from Zoho 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/zoho-crm-to-pipeline-deals-migration

Migration Setup 2. Source CRM URL • Specify your Zoho CRM type, provide your email address and a password.

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

Migration Setup 6. Start Full CRM Migration Set up your full Zoho 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/zoho-crm-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/zoho-crm-to-pipeline-deals-migration

www.data2crm.com/migration