Switch from Highrise to Salesforce with Ease

How to Migrate from Highrise to Salesforce

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Highrise to Salesforce


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


http://www.data2crm.com/migration/

http://app.data2crm.com/user/register

Migration Setup2. Source CRM URL

• Select your CRM type, provide your Highrise URL and API token.



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.



Migration Setup3. Specify Target CRM URL

Select your CRM type, in this case choose Salesforce.



Migration Setup3. Specify Target CRM URL


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.


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 a limited amount of items from all specified module 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 Salesforce.

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

moved directly to Salesforce.

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 Salesforce software.



Switch from Highrise to Salesforce with Ease

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