Move from Solve360 to Highrise with Ease

How to Migrate from Solve360 to Highrise

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Solve360 to Highrise


http://www.data2crm.com/migration/crm/supported/solve-to-highrise-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.


http://app.data2crm.com/

Migration Setup2. Specify Source CRM URL

• Select your Source CRM type. • Then provide your Solve360 URL, email and API token.



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.



Migration Setup3. Specify Target CRM URL

Select your CRM type, in this case choose Highrise. Provide your URL and API token.



Migration Setup3. Specify Target CRM

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.



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.



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



Migration Setup6. Start Full CRM Migration

Proceed with the CRM data migration to Highrise.

After you start the full migration,your Solve360 data will be

moved directly to Highrise.

You'll receive an email notification as soon as

the transfer is complete.



Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Highrise software.



Move from Solve360 to Highrise with Ease

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