1 / 11

Insightly to SuiteCRM Automated Migration with Data2CRM

Wish to switch from Insightly to SuiteCRM? Watch this turtorial and migrate to SuiteCRM automatedly and accurately.

Data2CRM
Download Presentation

Insightly to SuiteCRM Automated Migration with Data2CRM

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 fromInsightly to SuiteCRM http://www.data2crm.com/migration

  2. How to Migrate from Insightly to SuiteCRM? 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. Specify Source CRM URL • Select your Target CRM type. • Then provide your InsightlyAPI Key*. http://www.data2crm.com/migration/supported-crm/insightly-to-suite-crm-migration

  5. Migration Setup 2. Specify Source 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/insightly-to-suite-crm-migration

  6. Migration Setup 3. Target CRM URL • Specify your SuiteCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SuiteCRM. http://www.data2crm.com/migration/supported-crm/insightly-to-suite-crm-migration

  7. 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/insightly-to-suite-crm-migration

  8. 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/insightly-to-suite-crm-migration

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

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

  11. www.data2crm.com/migration

More Related