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How to Migrate Vtiger to Insightly with Data2CRM

Figure out how to migrate from Vtiger to Insightly quickly and effortlessly.

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How to Migrate Vtiger to Insightly with Data2CRM

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  1. How to Migrate fromVtiger to Insightly http://www.data2crm.com/migration

  2. How to Migrate from Vtiger to Insightly? 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 and choose the password. www.data2crm.com/migration

  4. Migration Setup 2. Source CRM URL • Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*. http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  5. Migration Setup 2. Source CRM URL *Vtiger Open Source To get Vtiger access key, follow the instruction below: Login to your Vtiger CRM. Copy ‘Access Key’ and paste it in the migration wizard. 1 Go to ‘My preferences’. 2 3 http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  6. Migration Setup 2. Source CRM URL *Vtiger On Demand To 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. 1 2 Go to ‘My preferences’. 3 http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  7. Migration Setup 3. Specify Target CRM URL • Select your Target CRM type. • Then provide your InsightlyAPI Key*. http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  8. Migration Setup 3. Specify Target CRM URL To get your Insightly API key, follow the instruction below: 1. Sign in your Insightly CRM. 2. Go to the “My Info” page, then to “User Settings”. 3. Copy your API key and paste it in migration wizard. http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  9. 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/vtiger-to-insightly-migration

  10. 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/vtiger-to-insightly-migration

  11. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to Insightly. After you start the full migration, your Vtiger data will be moved directly to Insightly. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  12. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Insightly software. http://www.data2crm.com/migration/supported-crm/vtiger-to-insightly-migration

  13. www.data2crm.com/migration

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