1 / 10

How to Migrate SugarCRM to Zoho CRM Automatedly with Ease

http://www.data2crm.com/migration/supported-crm/sugar-crm-to-zoho-crm-migration You run SugarCRM for your business management, but you are thinking about switching to another one? Just look through this step-by-step guide and find out how to move SugarCRM to Zoho CRM at no cost at all.

Data2CRM
Télécharger la présentation

How to Migrate SugarCRM to Zoho CRM Automatedly with Ease

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. How to Migrate Data fromSugarCRM to Zoho CRM www.data2crm.com/migration

  2. How to Migrate Data from SugarCRM to Zoho CRM 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/sugar-crm-to-zoho-crm-migration

  4. Migration Setup 2. Specify Source CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-zoho-crm-migration

  5. Migration Setup 3. Specify Target CRM URL Specify your Zoho CRM URL, select its type. Then provide your login & password for your Zoho CRM system. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-zoho-crm-migration

  6. 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/sugar-crm-to-zoho-crm-migration

  7. 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/sugar-crm-to-zoho-crm-migration

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

  9. Migration Setup 7. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Zoho CRM software. http://www.data2crm.com/migration/supported-crm/sugar-crm-to-zoho-crm-migration

  10. www.data2crm.com/migration

More Related