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Solve360 to Insightly: Handy Instruction on Automated Switch

Willing to migrate from Solve360 to Inisghtly with ease? Then this tutorial is just the job! Spare few minutes and learn how to make your data switch successful.

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Solve360 to Insightly: Handy Instruction on Automated Switch

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  1. How to Migrate from Solve360 to Insightly www.data2crm.com/migration

  2. How to Migrate Data from Solve360 CRM to Insightly 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-insightly-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-insightly-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-insightly-migration

  6. Migration Setup 3. Specify Target CRM URL • Select your Target CRM type. • Then provide your Insightly API Key*. http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration

  7. Migration Setup 3. Specify Target 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/crm/supported/solve-to-insightly-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-insightly-migration

  9. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves a limited amount of records from 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-insightly-migration

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

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

  12. www.data2crm.com/migration

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