http://www.data2crm.com/migration/crm/highrise-to-salesforce-migration Looking for a direct and accurate Highrise to Salesforce migration? Check out this tutorial and learn how to make it quickly and secure by using an automated system Data2CRM. Figure out what are the essential characteristics of the service and how to set it up in few clicks.

1. How to Migrate from
Highrise to Salesforce
www.data2crm.com/migration

2. www.data2crm.com/migration
How to Migrate Data from Highrise to Salesforce

3. http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
Migration Setup
1. Create your account
Visit www.data2crm.com/migration/ and register your Data2CRM account.
Provide your name, email, choose the password and specify your phone number.

4. Migration Setup
2. Source CRM URL
• Select your CRM type, provide your Highrise URL and API token.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

5. Migration Setup
2. 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.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

6. Migration Setup
3. Specify Target CRM URL
Select your CRM type, in this case choose Salesforce.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

7. Migration Setup
3. Specify Target CRM URL
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration
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.

8. Migration Setup
4. Select Migration Options
Check the boxes
to activate the following
migration 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/highrise-to-salesforce-migration

9. Migration Setup
5. 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/highrise-to-salesforce-migration

10. Migration Setup
6. 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.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

11. Migration Setup
7. Full Migration Is Complete
Congratulations! Now you may check up the result of migration and
enjoy your new Salesforce software.
http://www.data2crm.com/migration/crm/supported/highrise-to-salesforce-migration

12. www.data2crm.com/migration