Zoho to Highrise Smooth CRM Data Switch
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How to Migrate from Zoho to Highrise www.data2crm.com/migration
description
Want to migrate your CRM data from Zoho to Highrise? Then this instruction is just what the doctor ordered for solving this issue. - PowerPoint PPT Presentation
Transcript of Zoho to Highrise Smooth CRM Data Switch
http://www.data2crm.com/migration/crm/supported/zoho-crm-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.
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-highrise-migration
Migration Setup3. Specify Target CRM URL
Select your CRM type, in this case choose Highrise. Provide your URL and API token.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration
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.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-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-highrise-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-highrise-migration
Migration Setup6. Start Full CRM Migration
Proceed with the CRM data migration to Highrise.
After you start the full migration,your Zoho data will be
moved directly to Highrise.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Highrise software.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration
