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How to Migrate Vtiger to SuiteCRM with Data2CRM

http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
You run Vtiger for your business management, but you are thinking about migration from Vtiger to SuiteCRM? The following presentation will guide you through the process of transferring data by using an automated migration system Data2CRM. Learn more about the service with helpful visuals.

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How to Migrate Vtiger to SuiteCRM with Data2CRM

  1. 1. How to Migrate from Vtiger to SuiteCRM http://www.data2crm.com/migration
  2. 2. How to Migrate from Vtiger to SuiteCRM? www.data2crm.com/migration
  3. 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. www.data2crm.com/migration
  4. 4. Migration Setup 2. Source CRM URL • Specify your Vtiger URL, select CRM Source type. • Then provide your username and specify the access key*. http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
  5. 5. Migration Setup 2. Source 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/vtiger-to-suite-crm-migration
  6. 6. Migration Setup 2. Source 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/vtiger-to-suite-crm-migration
  7. 7. Migration Setup 3. Specify Target CRM URL •Specify your SuiteCRM URL, select its type. •Then provide your login & password for your SuiteCRM. http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
  8. 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/vtiger-to-suite-crm-migration
  9. 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/vtiger-to-suite-crm-migration
  10. 10. Migration Setup 6. Start Full CRM Migration Proceed with the free CRM data migration to SuiteCRM. After you start the full migration, your Vtiger data will be moved directly to SuiteCRM. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
  11. 11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new SuiteCRM software. http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
  12. 12. www.data2crm.com/migration

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