Smooth SugarCRM to PipelineDeals Migration

How to Migrate Data from SugarCRM to PipelineDeals

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from SugarCRM to PipelineDeals


http://www.data2crm.com/migration/crm/supported/sugar-crm-to-pipeline-deals-migration

Migration Setup1. Create your accountRegister your Data2CRM account at app.data2crm.com. Provide your name, email, phone number and choose the password. You can also register with social media profiles in Facebook, Google or LinkedIn.


http://app.data2crm.com/

Migration Setup3. Specify Source CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM.



Migration Setup3. Specify Target CRM URL

Select your CRM type, in this case choose PipelineDeals and provide your API key.



Migration Setup4. Select Options and Start Demo

Check the boxes to activate the followingmigration options:

• Accounts• Contacts• Tasks• Opportunity• Leads• Users

Now, start your Demo Migration.



Migration Setup5. Check Up Demo Migration Progress

Data2CRM moves up to 10 items of all specified modules for you to see how the service works.



Migration Setup6. Start Full CRM Migration

After accomplishment of your Demo, you will see the migrated records and price of your switch.

Also there is a grid button that allows you to change migration

options before setting up your full data transfer.

You'll receive an email notification as soon as

the migration is complete.

Set up your full SugarCRM to PipelineDeals migration.





Documents

Smooth SugarCRM to PipelineDeals Migration