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How to Migrate Zoho to Vtiger with Data2CRM

Take a look at this step-by-step guideline and migrate your CRM data from Zoho to Vtiger in an automated and secure way.

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How to Migrate Zoho to Vtiger with Data2CRM

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  1. How to Migrate fromZohoCRMto Vtiger Migration support to Vtiger Open Source and On Demand http://www.data2crm.com/migration

  2. How to Migrate from Zohoto Vtiger? 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-vtiger-migration

  4. Migration Setup 2. Source CRM URL • Select CRM type. • Then provide your login & password for your Zoho. http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration

  5. Migration Setup 3. Specify Target CRM URL Specify your Vtiger URL in the provided field in the migration wizard. Select CRM Source type. Provide your username. Specify the access key** http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration

  6. Migration Setup 3. Specify Target 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/zoho-crm-to-vtiger-migration

  7. Migration Setup 3. Specify Target 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/zoho-crm-to-vtiger-migration

  8. 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-vtiger-migration

  9. 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-vtiger-migration

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

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

  12. www.data2crm.com/migration

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