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Automated Insightly to Salesforce Migration

Wish to move Insightly to Salesforce with ease? Spare a minute and watch this step-by-step tutorial for a fast and automated CRM data migration.

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Automated Insightly to Salesforce Migration

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Presentation Transcript

  1. How to Migrate fromInsightly to Salesforce http://www.data2crm.com/migration

  2. How to Migrate from Insightly to Salesforce? 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. www.data2crm.com/migration

  4. Migration Setup 2. Specify Source CRM URL • Select your Target CRM type. • Then provide your Insightly API Key*. http://www.data2crm.com/migration/supported-crm/insightly-to-salesforce-migration

  5. Migration Setup 2. Specify Source CRM URL To get your Insightly API key, follow the instruction below: 1. Sign in your Insightly CRM. 2. Go to the “My Info” page, then to “User Settings”. 3. Copy your API key and paste it in migration wizard. http://www.data2crm.com/migration/supported-crm/insightly-to-salesforce-migration

  6. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Salesforce. http://www.data2crm.com/migration/supported-crm/insightly-to-salesforce-migration

  7. Migration Setup 3. Specify Target CRM URL Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button. In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration. Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled. http://www.data2crm.com/migration/supported-crm/insightly-to-salesforce-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/insightly-to-salesforce-migration

  9. Migration Setup 5. Start Demo Migration Now, start your Free 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/insightly-to-salesforce-migration

  10. Migration Setup 6. Start Full CRM Migration Proceed with the CRM data migration to Salesforce. After you start the full migration, your Insightly data will be moved directly to Salesforce. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/supported-crm/insightly-to-salesforce-migration

  11. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Salesforce software. http://www.data2crm.com/migration/supported-crm/insightly-to-salesforce-migration

  12. www.data2crm.com/migration

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