Handy Tips on Zoho to Solve360 Migration

How to Migrate from Zoho to Solve360

http://www.data2crm.com/migration

How to Migrate from Zoho to Solve360?

www.data2crm.com/migration

Migration Setup 1. Create your account Visit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.

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

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

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

Migration Setup 3. Specify Target CRM Select your CRM type, in this case choose Solve360.

Provide your URL, email and API token.

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

Migration Setup 3. Specify Target CRM • •

To find your API token, login in your Solve360 account.

In the right corner of page layout you will find More button. Click on it and select My Account.

• Then in the My Account menu click on API token, copy and paste the API key into the corresponding field of migration wizard.

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

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

Account Contact Task Opportunity

Note! Contact with your account manager and find out more about migration of users, leads and other CRM entities. http://www.data2crm.com/migration/crm/supported/zoho-crm-to-solve-migration

Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves a limited amount of items from 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/crm/supported/zoho-crm-to-solve-migration

Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Solve360.

After you start the full migration, your Zoho data will be moved directly to Solve360.

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

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

Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Solve360 software.

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

www.data2crm.com/migration