Download - How to Migrate OroCRM to Vtiger with Ease
![Page 1: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/1.jpg)
How to Migrate from OroCRM to Vtiger
http://www.data2crm.com/migration
![Page 3: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/3.jpg)
www.data2crm.com/migration
Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.
![Page 4: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/4.jpg)
Migration Setup2. Source CRM URL
• Specify your OroCRM URL, select its type. • Then provide your login and API key for your OroCRM.
http://www.data2crm.com/migration/supported-crm/oro-crm-to-vtiger-migration
![Page 5: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/5.jpg)
http://www.data2crm.com/migration/supported-crm/oro-crm-to-vtiger-migration
Migration Setup3. Specify Target 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**
![Page 6: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/6.jpg)
Migration Setup3. Specify Target 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/oro-crm-to-vtiger-migration
![Page 7: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/7.jpg)
Migration Setup3. Specify Target 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/oro-crm-to-vtiger-migration
![Page 8: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/8.jpg)
http://www.data2crm.com/migration/supported-crm/oro-crm-to-vtiger-migration
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration options:
• Accounts• Contacts• Tasks• Opportunity• Leads
![Page 9: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/9.jpg)
http://www.data2crm.com/migration/supported-crm/oro-crm-to-vtiger-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
![Page 10: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/10.jpg)
http://www.data2crm.com/migration/supported-crm/oro-crm-to-vtiger-migration
Migration Setup6. Start Full CRM Migration
Proceed with the free CRM data migration to Vtiger CRM.
After you start the full migration,your OroCRM data will be
moved directly to Vtiger CRM.
You'll receive an email notification as soon as
the transfer is complete.
![Page 11: How to Migrate OroCRM to Vtiger with Ease](https://reader035.vdocuments.site/reader035/viewer/2022062300/558bb228d8b42a6e048b45b4/html5/thumbnails/11.jpg)
http://www.data2crm.com/migration/supported-crm/oro-crm-to-vtiger-migration
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Vtiger system.