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Zoho to Highrise Smooth CRM Data Switch

Want to migrate your CRM data from Zoho to Highrise? Then this instruction is just what the doctor ordered for solving this issue.

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Zoho to Highrise Smooth CRM Data Switch

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  1. How to Migrate fromZoho to Highrise www.data2crm.com/migration

  2. How to Migrate from Zoho to Highrise www.data2crm.com/migration

  3. Migration Setup 1. Create your account Visit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number. http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration

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

  5. Migration Setup 3. Specify Target CRM URL Select your CRM type, in this case choose Highrise. Provide your URL and API token. http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration

  6. Migration Setup 3. Specify Target CRM To get your Highrise API token, follow the instruction below: 1. Sign in your Highrise. • Go to Account & settings and select My info. • Then click on the API token. In the bottom, you will see your API key, copy and paste it into the corresponding field of a migration wizard. http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration

  7. Migration Setup 4. Select Migration Options • Check the boxes • to activate the following • migration options: • Account • Contact • Task • Opportunity Note! Contact with your account manager and find out more about migration of users, leads and other CRM entities. http://www.data2crm.com/migration/crm/supported/zoho-crm-to-highrise-migration

  8. Migration Setup 5. Start Demo Migration Now, start your Demo Migration. Data2CRM moves a limited amount of items from 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/crm/supported/zoho-crm-to-highrise-migration

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

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

  11. www.data2crm.com/migration

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