smooth insightly to solve360 migration
DESCRIPTION
Willing to move from Insightky to Solve360? This tutorial will help you to accomplish it successfully. - PowerPoint PPT PresentationTRANSCRIPT
How to Migrate from Insightly to Solve360
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from Insightly to Solve360?
http://www.data2crm.com/migration/crm/supported/vtiger-to-solve-migration
Migration Setup1. Create your accountVisit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.
Migration Setup2. Specify Source CRM URL
• Select your Target CRM type. • Then provide your Insightly API Key*.
http://www.data2crm.com/migration/crm/supported/insightly-to-solve-migration
Migration Setup2. Specify Source 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/insightly-to-solve-migration
Migration Setup3. Specify Target CRM
Select your CRM type, in this case choose Solve360. Provide your URL, email and API token.
http://www.data2crm.com/migration/crm/supported/insightly-to-solve-migration
Migration Setup3. Specify Target CRM
• 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/insightly-to-solve-migration
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration 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/insightly-to-solve-migration
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves a limited amount of 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/insightly-to-solve-migration
Migration Setup6. Start Full CRM Migration
Proceed with the CRM data migration to Solve360.
After you start the full migration,your Insightly data will be
moved directly to Solve360.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/insightly-to-solve-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Solve360 software.
http://www.data2crm.com/migration/crm/supported/insightly-to-solve-migration
www.data2crm.com/migration