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How to Migrate Zoho to OroCRM with Data2CRM

Find out how to migrate your CRM data from Zoho to OroCRM in a direct and automated way.

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How to Migrate Zoho to OroCRM with Data2CRM

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  1. How to Move Data fromZohoCRMto OroCRM

  2. How to Move Data from Zohoto OroCRM? 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. http://www.data2crm.com/migration/supported-crm/zoho-crm-to-oro-crm-migration

  4. Migration Setup 2. Specify Source CRM URL • Select your CRMtype from the drop-down menu. • Then, provide your Email & password for Zoho CRM. http://www.data2crm.com/migration/supported-crm/zoho-crm-to-oro-crm-migration

  5. Migration Setup 3. Specify Target CRM URL • Specify your OroCRM URL, select its type. • Then provide your login & API key for your OroCRM. http://www.data2crm.com/migration/supported-crm/zoho-crm-to-oro-crm-migration

  6. 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-oro-crm-migration

  7. 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-oro-crm-migration

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

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

  10. www.data2crm.com/migration

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