How to Migrate from Salesforce to Vtiger

http://www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate from Salesforce to Vtiger?

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

Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.

Migration Setup2. Source CRM URL

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

• Select CRM type from the drop-down menu.

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

Migration Setup3. 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**

Migration Setup3. Specify Target CRM URL

1

*Vtiger Open SourceTo get Vtiger access key, follow the instruction below:

Login to your Vtiger CRM.

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

Go to ‘My preferences’.2

3

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

Migration Setup3. Specify Target CRM URL

1

*Vtiger On DemandTo find out Vtiger On Demand access key, just follow steps below:

Login to your Vtiger CRM On Demand.

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

Go to ‘My preferences’.2

3

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

Migration Setup4. Select Migration Options

Check the boxes to activate the followingmigration options:

• Accounts• Contacts• Tasks• Opportunity• Leads

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

Migration Setup5. 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/salesforce-to-vtiger-migration

Migration Setup6. Start Full CRM Migration

Proceed with the free CRM data migration to Insightly.

After you start the full migration,your Salesforce data will be

moved directly to Vtiger.

You'll receive an email notification as soon as

the transfer is complete.

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

Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Vtiger system.

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

www.data2crm.com/migration