How to Migrate SuiteCRM to Salesforce with ease
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Transcript of How to Migrate SuiteCRM to Salesforce with ease
![Page 1: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/1.jpg)
How to Migrate Data from SuiteCRM to Salesforce
www.data2crm.com/migration
![Page 2: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/2.jpg)
www.data2crm.com/migration
How to Migrate Data from SuiteCRM to Salesforce
![Page 3: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/3.jpg)
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
![Page 4: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/4.jpg)
Migration Setup2. Specify Source CRM URL • Specify your SuiteCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SuiteCRM.
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
![Page 5: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/5.jpg)
Migration Setup3. Specify Target CRM URL
Select your CRM type, in this case choose Salesforce.
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
![Page 6: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/6.jpg)
Migration Setup3. Specify Target CRM URL
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button.
In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration.
Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled.
![Page 7: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/7.jpg)
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
![Page 8: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/8.jpg)
Migration Setup5. 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
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
![Page 9: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/9.jpg)
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to Salesforce.
After you start the full migration,your SuiteCRM data will be
moved directly to Salesforce.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
![Page 10: How to Migrate SuiteCRM to Salesforce with ease](https://reader035.fdocuments.in/reader035/viewer/2022062313/558bb315d8b42a5e048b465d/html5/thumbnails/10.jpg)
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Salesforce software.
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration