How to Move from Solve360 to Zoho Directly
11
How to Migrate from Solve360 to Zoho CRM www.data2crm.com/migration
description
Want to move from Solve360 to Zoho in an automated and secure mode? Take a look at this tutorial and switch your CRM data in a copule of hours. - PowerPoint PPT Presentation
Transcript of How to Move from Solve360 to Zoho Directly
How to Migrate from Solve360 to Zoho CRM
www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate Data from Solve360 to Zoho CRM
http://www.data2crm.com/migration/crm/supported/solve-to-zoho-crm-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 Source CRM type. • Then provide your Solve360 URL, email and API token.
http://www.data2crm.com/migration/crm/supported/solve-to-zoho-crm-migration
Migration Setup2. Specify Source CRM URL
• 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/solve-to-zoho-crm-migration
Migration Setup3. Target CRM URL
• Select Zoho CRM type from the drop-down menu. • Then, provide your login & password for Zoho system.
http://www.data2crm.com/migration/crm/supported/solve-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/solve-to-zoho-crm-migration
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves up to 20 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/solve-to-zoho-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the CRM data migration to Zoho CRM.
After you start the full migration,your Solve360 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/solve-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/solve-to-zoho-crm-migration
