http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
You run Vtiger for your business management, but you are thinking about migration from Vtiger to SuiteCRM? The following presentation will guide you through the process of transferring data by using an automated migration system Data2CRM. Learn more about the service with helpful visuals.
1. How to Migrate from
Vtiger to SuiteCRM
http://www.data2crm.com/migration
2. How to Migrate from Vtiger to SuiteCRM?
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. Source CRM URL
• Specify your Vtiger URL, select CRM Source type.
• Then provide your username and specify the access key*.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
5. Migration Setup
2. Source CRM URL
*Vtiger Open Source
To get Vtiger access key, follow the instruction below:
1
Login to your Vtiger CRM.
2 Go to ‘My preferences’.
Copy ‘Access Key’ and paste it in the migration wizard.
3
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
6. Migration Setup
2. Source CRM URL
*Vtiger On Demand
To find out Vtiger On Demand access key, just follow steps below:
1
Login to your Vtiger CRM
On Demand.
2 Go to ‘My preferences’.
Copy ‘Access Key’ and paste it in the migration wizard.
3
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
7. Migration Setup
3. Specify Target CRM URL
•Specify your SuiteCRM URL,
select its type.
•Then provide your login &
password for your SuiteCRM.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-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/vtiger-to-suite-crm-migration
9. 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/vtiger-to-suite-crm-migration
10. Migration Setup
6. Start Full CRM Migration
Proceed with the free CRM data migration to SuiteCRM.
After you start the full migration,
your Vtiger data will be
moved directly to SuiteCRM.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration
11. Migration Setup
7. Full Migration Is Complete
Congratulations! Now you may check up the result of migration and
enjoy your new SuiteCRM software.
http://www.data2crm.com/migration/supported-crm/vtiger-to-suite-crm-migration