SuiteCRM to SugarCRM Data Import

Information about SuiteCRM to SugarCRM Data Import

Published on July 16, 2014

Author: Data2CRM

Source: authorstream.com

Content

How to Move Data from SuiteCRM to SugarCRM: How to Move Data from SuiteCRM to SugarCRM PowerPoint Presentation: www.data2crm.com/migration How to Move Data from SuiteCRM to SugarCRM ? PowerPoint Presentation: www.data2crm.com/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: www.data2crm.com/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: www.data2crm.com/migration Migration Setup 3. Specify Target CRM URL Specify your SugarCRM URL , select its type. Then provide your login & password for your SugarCRM . PowerPoint Presentation: www.data2crm.com/migration Migration Setup 4 . Select Migration Options Check the boxes to activate the following migration options : Accounts Contacts Tasks Opportunity Leads PowerPoint Presentation: www.data2crm.com/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: www.data2crm.com/migration Migration Setup 6 . Start Full CRM Migration Proceed with the free CRM data migration to SugarCRM . After you start the full migration, your SuiteCRM data will be moved directly to SugarCRM . You'll receive an email notification as soon as the transfer is complete. PowerPoint Presentation: www.data2crm.com/migration Migration Setup 7 . Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new SugarCRM software. PowerPoint Presentation: www.data2crm.com/migration

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