Highrise to Zoho: Efficient Guide to A Direct Data Switch
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How to Migrate from Highrise to Zoho www.data2crm.com/migration
description
Searching for the practical and effective way of Highrise to Zoho switch? Look no further. This tutorial is just the job! - PowerPoint PPT Presentation
Transcript of Highrise to Zoho: Efficient Guide to A Direct Data Switch
http://www.data2crm.com/migration/crm/supported/highrise-to-zoho-crm-migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.
Migration Setup2. Specify Source Details
• Select your CRM type, provide your Highrise URL and API token.
http://www.data2crm.com/migration/crm/supported/highrise-to-zoho-crm-migration
Migration Setup2. Specify Source CRM URL
To get your Highrise API token, follow the instruction below:
1. Sign in your Highrise.
2. Go to Account & settings and select My info.
3. Then click on the API token.
In the bottom, you will see your API key,
copy and paste it into the corresponding field of
a migration wizard.
http://www.data2crm.com/migration/crm/supported/highrise-to-zoho-crm-migration
Migration Setup3. Target CRM Details
• Select Zoho CRM type from the drop-down menu. • Then, provide your email & password for Zoho system.
http://www.data2crm.com/migration/crm/supported/highrise-to-zoho-crm-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/highrise-to-zoho-crm-migration
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves a limited amount of records from each specified module 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/highrise-to-zoho-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the CRM data migration to Zoho.
After you start the full migration,your Highrise data will be
moved directly to Zoho.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/highrise-to-zoho-crm-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Zoho software.
http://www.data2crm.com/migration/crm/supported/highrise-to-zoho-crm-migration
