Zoho to Salesforce: Guide to Automated CRM Switch

How to Migrate Data from Zoho to Salesforce

www.data2crm.com/migration

How to Migrate Data from Zoho to Salesforce

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/supported-crm/zoho-crm-to-salesforce-migration

Migration Setup 2. Source CRM URL • Select Zoho CRM type from the drop-down menu. • Then, provide your login & password for Zoho CRM.

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

Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Salesforce.

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

Migration Setup 3. Specify Target CRM URL Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button.

In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration.

Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled.

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

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

After you start the full migration, your Zoho data will be moved directly to Salesforce.

You'll receive an email notification as soon as the transfer is complete.

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

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

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

www.data2crm.com/migration