1 / 12

Switch from Highrise to Salesforce with Ease

Looking for a direct and secure way to migrate from Highrise to Salesforce? Learn how to make it automatedly and securely with this post.

Data2CRM
Download Presentation

Switch from Highrise to Salesforce with Ease

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Migrate fromHighrise to Salesforce www.data2crm.com/migration

  2. How to Migrate Data from Highrise to Salesforce www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number. http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

  4. Migration Setup 2. Source CRM URL • Select your CRM type, provide your Highrise URL and API token. http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

  5. Migration Setup 2. Specify Source CRM URL To get your Highrise API token, follow the instruction below: 1. Sign in your Highrise. • Go to Account & settings and select My info. • Then click on the API token. In the bottom, you will see your API key, copy and paste it into the corresponding field of a migration wizard. http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

  6. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

  7. 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/crm/supported/highrise-to-salesforce-migration

  8. 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/highrise-to-salesforce-migration

  9. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves a limited amount of items from all specified module 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/highrise-to-salesforce-migration

  10. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Salesforce. After you start the full migration, your Highrise 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/crm/supported/highrise-to-salesforce-migration

  11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Salesforcesoftware. http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

  12. www.data2crm.com/migration

More Related