SuiteCRM to bpm'online Data Import: How-to Guide

Information about SuiteCRM to bpm'online Data Import: How-to Guide

Published on July 23, 2014

Author: Data2CRM

Source: authorstream.com

Content

How to Migrate Data from SuiteCRM to bpm’online: How to Migrate Data from SuiteCRM to bpm’online www.data2crm.com/migration PowerPoint Presentation: www.data2crm.com/migration How to Migrate Data from SuiteCRM to bpm’online PowerPoint Presentation: http:// www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration Migration Setup 1. Create your account Visit www.data2crm.com/migration/ and register your Data2CRM account. Provide your n ame, e mail and choose the password. PowerPoint Presentation: http:// www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration Migration Setup 2 . Specify Source CRM URL Specify your SuiteCRM URL , select its type from the drop-down menu. Then, provide your login & password for SuiteCRM . PowerPoint Presentation: http://www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration Migration Setup 3. Specify Target CRM URL Specify your bpm’online URL , select its type. Then provide your login & password for your bpm’online system. PowerPoint Presentation: http://www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration Migration Setup 4 . Select Migration Options Check the boxes to activate the following migration options : Accounts Contacts Tasks Opportunity Leads PowerPoint Presentation: http://www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration 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 PowerPoint Presentation: http://www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration Migration Setup 6 . Start Full CRM Migration Proceed with the free CRM data migration to bpm’online . After you start the full migration, your SuiteCRM data will be Moved directly to bpm’online . You'll receive an email notification as soon as the transfer is complete. PowerPoint Presentation: http://www.data2crm.com/migration/supported-crm/suite-crm-to-bpm-online-migration Migration Setup 7 . Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new bpm’online software. PowerPoint Presentation: www.data2crm.com/migration

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