(English) How to Check the results of Demo migration on Vtiger CRM?

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  4. (English) How to Check the results of Demo migration on Vtiger CRM?

When your Demo migration to Vtiger CRM is complete, you should follow next steps in order to check the results:

  1. Check out which of your CRM modules migrated to Vtiger (due to the fact that during Demo only limited part of data with relations will be moved) here:
  2. Vtiger D

  3. Then, log in to both CRM platforms
  4. To check if your Contacts migrated correctly go:
    • In present CRM (here - Bitrix24) to 1)CRM menu on the left panel; 2)Contacts on the upper section
    • In future CRM (Vtiger) to Contacts > Contacts List as it is shown on a screenshot below

    There you will find the moved items:

    Vtiger Contact

  5. To check if your Companies migrated correctly, go to 1)CRM menu on the left panel; 2)More on the upper section and choose Companies from a drop-down list in Bitrix24 and to 1) Organizations; 2) Organizations List as it is shown on a picture below in Vtiger. There you can find the imported modules. So check if they are the same in both CRM systems:

Vtiger Company

If you want to see how Data2CRM migrates custom data, no-default modules, or need deeper mapping, please fill in the request.

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