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Smooth SugarCRM to PipelineDeals Migration

Considering SugarCRM to PipelineDeals migration? Check out this step-by-step instruction for an easy solution.

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Smooth SugarCRM to PipelineDeals Migration

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  1. How to Migrate Data fromSugarCRM to PipelineDeals www.data2crm.com/migration

  2. How to Migrate Data from SugarCRM to PipelineDeals www.data2crm.com/migration

  3. Migration Setup 1. Create your account Register your Data2CRM account at app.data2crm.com. Provide your name, email, phone number and choose the password. You can also register with social media profiles in Facebook, Google or LinkedIn. http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

  4. Migration Setup 3. Specify Source CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM. http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

  5. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose PipelineDeals and provide your API key. http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

  6. Migration Setup 4. Select Options and Start Demo • Check the boxes • to activate the following • migration options: • Accounts • Contacts • Tasks • Opportunity • Leads • Users • Now, start your • Demo Migration. http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

  7. Migration Setup 5. Check Up Demo Migration Progress Data2CRM moves up to 10 items of all specified modules for you to see how the service works. http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

  8. Migration Setup 6. Start Full CRM Migration Set up your full SugarCRM to PipelineDeals migration. After accomplishment of your Demo, you will see the migrated records and price of your switch. Also there is a grid button that allows you to change migration options before setting up your full data transfer. You'll receive an email notification as soon as the migration is complete. http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

  9. www.data2crm.com/migration

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