How to Migrate Zoho to Vtiger with Data2CRM

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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.

Technology

How to Migrate from
Zoho CRM to Vtiger
Migration support to Vtiger Open Source and On Demand
http://www.data2crm.com/migration

How to Migrate from Zoho to Vtiger?
www.data2crm.com/migration

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

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

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

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

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

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

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

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

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

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How to Migrate Zoho to Vtiger with Data2CRM

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

12. www.data2crm.com/migration

How to Migrate Zoho to Vtiger with Data2CRM

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