how to migrate zoho to bpmonline in 5 simple steps

How to Migrate Data from Zoho to bpm’online

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Zoho to bpm’online?


http://www.data2crm.com/migration/supported-crm/zoho-crm-to-bpm-online-migration

Migration Setup1. Create your accountVisit www.data2crm.com/migration/ and register your Data2CRM account. Provide your name, email and choose the password.



http://www.data2crm.com/migration/

http://app.data2crm.com/user/register


Migration Setup2. Specify Source CRM URL • Select your CRM type from the drop-down menu. • Then, provide your Email & password for Zoho.




Migration Setup3. Specify Target CRM URL

Specify your bpm’online URL, select its type. Then provide your login & password for your bpm’online system.




Migration Setup4. Select Migration Options

Check the boxes to activate the followingmigration options:

• Accounts• Contacts• Tasks• Opportunity• Leads




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




Migration Setup6. Start Full CRM Migration

Proceed with the free CRM data migration to bpm’online.

After you start the full migration,your Zoho data will be

moved directly to bpm’online.

You'll receive an email notification as soon as

the transfer is complete.




Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new bpm’online software.



how to migrate zoho to bpmonline in 5 simple steps

Technology