solve360 to insightly: handy instruction on automated switch
DESCRIPTION
Willing to migrate from Solve360 to Inisghtly with ease? Then this tutorial is just the job! Spare few minutes and learn how to make your data switch successful. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/1.jpg)
How to Migrate from Solve360 to Insightly
www.data2crm.com/migration
![Page 2: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/2.jpg)
www.data2crm.com/migration
How to Migrate Data from Solve360 CRM to Insightly
![Page 3: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/3.jpg)
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration
Migration Setup1. Create your accountVisit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.
![Page 4: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/4.jpg)
Migration Setup2. Specify Source CRM URL
• Select your Source CRM type. • Then provide your Solve360 URL, email and API token.
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration
![Page 5: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/5.jpg)
Migration Setup2. Specify Source CRM URL
• To find your API token, login in your Solve360 account.
• In the right corner of page layout you will find More button. Click on it and select My Account.
• Then in the My Account menu click on API token, copy and paste the API key into the corresponding field of migration wizard.
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration
![Page 6: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/6.jpg)
Migration Setup3. Specify Target CRM URL •Select your Target CRM type. •Then provide your Insightly API Key*.
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration
![Page 7: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/7.jpg)
Migration Setup3. Specify Target CRM URL
To get your Insightly API key, follow the instruction below:
1. Sign in your Insightly CRM.
2. Go to the “My Info” page, then to “User Settings”.
3. Copy your API key and paste it in migration wizard.
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration
![Page 8: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/8.jpg)
Migration Setup4. Select Migration Options
Check the boxes to activate the followingmigration 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/solve-to-insightly-migration
![Page 9: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/9.jpg)
Migration Setup5. Start Demo Migration
Now, start your Demo Migration. Data2CRM moves a limited amount of records 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/solve-to-insightly-migration
![Page 10: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/10.jpg)
Migration Setup6. Start Full CRM Migration
Proceed with the CRM data migration to Insightly.
After you start the full migration,your Solve360 CRM data will be
moved directly to Insightly.
You'll receive an email notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration
![Page 11: Solve360 to Insightly: Handy Instruction on Automated Switch](https://reader030.vdocument.in/reader030/viewer/2022032707/56812a41550346895d8d66a4/html5/thumbnails/11.jpg)
Migration Setup7. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Insightly software.
http://www.data2crm.com/migration/crm/supported/solve-to-insightly-migration