Instructions on Smooth Zoho to Solve360 Migration
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How to Migrate from Zoho to Solve360 http:// www.data2crm.com/migration
description
Want to move from Zoho to Solve360 in an automated way? Explore this tutorial and learn the easy mode of CRM data transfer. - PowerPoint PPT Presentation
Transcript of Instructions on Smooth Zoho to Solve360 Migration
How to Migrate from Zoho to Solve360
http://www.data2crm.com/migration
http://www.data2crm.com/migration/crm/supported/zoho-crm-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. Source CRM URL
• Specify your Zoho type from the drop-down menu. • Then, provide your mail & password for Zoho.
http://www.data2crm.com/migration/crm/supported/zoho-crm-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/zoho-crm-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/zoho-crm-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/zoho-crm-to-solve-migration
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves a limited amount of items from 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/zoho-crm-to-solve-migration
Migration Setup6. Start Full CRM Migration
Proceed with the CRM data migration to Solve360.
After you start the full migration,your Zoho 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/zoho-crm-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/zoho-crm-to-solve-migration
