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Move from Solve360 to Highrise with Ease

Willing to switch from Solve360 to Highrise? This tutorial is just the job. Take a look and learn the ropes of this complex process.

Data2CRM
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Move from Solve360 to Highrise with Ease

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  1. How to Migrate fromSolve360 to Highrise www.data2crm.com/migration

  2. How to Migrate Data from Solve360 to Highrise www.data2crm.com/migration

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

  4. Migration Setup 2. Specify Source CRM URL • Select your Source CRM type. • Then provide your Solve360 URL, email and API token. http://www.data2crm.com/migration/crm/supported/solve-to-highrise-migration

  5. Migration Setup 2. Specify Source CRM URL • To find your API token, login in your Solve360 account. • In the right corner of page layout you will find More button. Click on it and select My Account. • Then in the My Account menu click on API token, copy and paste the API key into the corresponding field of migration wizard. http://www.data2crm.com/migration/crm/supported/solve-to-highrise-migration

  6. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Highrise. Provide your URL and API token. http://www.data2crm.com/migration/crm/supported/solve-to-highrise-migration

  7. Migration Setup 3. Specify Target CRM 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/solve-to-highrise-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/solve-to-highrise-migration

  9. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves up to 20 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/crm/supported/solve-to-highrise-migration

  10. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Highrise. After you start the full migration, your Solve360 data will be moved directly to Highrise. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/crm/supported/solve-to-highrise-migration

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

  12. www.data2crm.com/migration

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