Embed Size (px)
DESCRIPTION
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration If you're willing to move CRM data from Vtiger to OroCRM, but don't have much time or coding skills, don't be discouraged. See this tutorial on how your can easily switch directly to Oro automatedly and with no hassle at all!
Citation preview
How to Migrate from Vtiger to OroCRM
http://www.data2crm.com/migration
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup2. Specify Source 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**
* Make sure your username exludes + (plus) sign.
Migration Setup2. Specify Source CRM URL
1
*Vtiger Open SourceTo get Vtiger access key, follow the instruction below:
Login to your Vtiger CRM.
Copy ‘Access Key’ and paste it in the migration wizard.
Go to ‘My preferences’.2
3
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup2. Specify Source CRM URL
1
*Vtiger On DemandTo find out Vtiger On Demand access key, just follow steps below:
Login to your Vtiger CRM On Demand.
Copy ‘Access Key’ and paste it in the migration wizard.
Go to ‘My preferences’.2
3
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup3. Specify Target CRM URL
Specify your OroCRM URL, select its type. Then provide your login & password for your OroCRM.
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup5. 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-oro-crm-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to OroCRM.
After you start the full migration,your Vtiger CRM data will be
moved directly to OroCRM.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/vtiger-to-oro-crm-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new OroCRM software.
