http://www.data2crm.com/migration/crm/zoho-crm-to-vtiger-migration
Look through this guide to learn how you can move data from Zoho to Vtiger with no coding skills needed at all - totally automatedly. Learn about Data2CRM, its peculiarities and how to set the process of transferring data properly and just in few clicks.
1. How to Migrate from
Zoho CRM to Vtiger
Migration support to Vtiger Open Source and On Demand
http://www.data2crm.com/migration
2. How to Migrate from Zoho to Vtiger?
www.data2crm.com/migration
3. Migration Setup
1. Create your account
Visit www.data2crm.com/migration/ and register your Data2CRM account.
Provide your name, email and choose the password.
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
4. Migration Setup
2. Source CRM URL
• Select CRM type.
• Then provide your login & password for your Zoho.
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
5. Migration Setup
3. Specify Target CRM URL
1. Specify your Vtiger URL in the
provided field in the migration
wizard.
2. Select CRM Source type.
3. Provide your username.
4. Specify the access key**
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
6. Migration Setup
3. Specify Target CRM URL
*Vtiger Open Source
To get Vtiger access key, follow the instruction below:
1
Login to your Vtiger CRM.
2 Go to ‘My preferences’.
Copy ‘Access Key’ and paste it in the migration wizard.
3
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
7. Migration Setup
3. Specify Target CRM URL
*Vtiger On Demand
To find out Vtiger On Demand access key, just follow steps below:
1
Login to your Vtiger CRM
On Demand.
2 Go to ‘My preferences’.
Copy ‘Access Key’ and paste it in the migration wizard.
3
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
8. Migration Setup
4. Select Migration Options
Check the boxes
to activate the following
migration options:
• Accounts
• Contacts
• Tasks
• Opportunity
• Leads
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
9. Migration Setup
5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves up to 10 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/supported-crm/zoho-crm-to-vtiger-migration
10. Migration Setup
6. Start Full CRM Migration
Proceed with the free CRM data migration to Vtiger CRM.
After you start the full migration,
your Zoho data will be
moved directly to Vtiger CRM.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration
11. Migration Setup
7. Full Migration Is Complete
Congratulations! Now you may check up the result of migration and
enjoy your new Vtiger software.
http://www.data2crm.com/migration/supported-crm/zoho-crm-to-vtiger-migration