http://www.data2crm.com/migration/crm/highrise-to-insightly-migration Consider about data migration from Highrise to Insightly? Switch your records in a fast and automated manner with these comprehensive guidelines. Data2CRM offers you this opportunity. Each slide of this presentation will help you to learn more information about the service and the process of its implementation.

1. How to Migrate from
Highrise to Insightly
www.data2crm.com/migration

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

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

4. Migration Setup
2. Source CRM URL
• Select your CRM type, provide your Highrise URL and API token.
http://www.data2crm.com/migration/crm/supported/highrise-to-insightly-migration

5. Migration Setup
2. Specify Source CRM URL
To get your Highrise API token, follow the instruction below:
1. Sign in your Highrise.
2. Go to Account & settings and select My info.
3. 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/highrise-to-insightly-migration

6. Migration Setup
3. Specify Target CRM URL
•Select your Target CRM type.
•Then provide your Insightly
API Key*.
http://www.data2crm.com/migration/crm/supported/highrise-to-insightly-migration

7. Migration Setup
3. 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/highrise-to-insightly-migration

8. 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/highrise-to-insightly-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/crm/supported/highrise-to-insightly-migration

10. Migration Setup
6. Start Full CRM Migration
Proceed with the CRM data migration to Insightly.
After you start the full migration,
your Highrise 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/highrise-to-insightly-migration

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

12. www.data2crm.com/migration