1 / 14

How to Migrate from Bitrix24 to Zoho Automatedly

Considering about Bitrix24 to Zoho migration? Take a look at this tutorial and switch your records with ease.

Data2CRM
Télécharger la présentation

How to Migrate from Bitrix24 to Zoho Automatedly

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. How to Migrate from Bitrix24 toZoho www.data2crm.com/migration

  2. How to Migrate Data from Bitrix24 to Zoho www.data2crm.com/migration

  3. Migration Setup 1. Initiate Migration to Bitrix24 1. Go to Bitrix24 app web page and press ‘Install’ button. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  4. Migration Setup 1. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  5. Migration Setup 1. Initiate Migration to Bitrix24 3. Click ‘Install’ to add the application to your Bitrix24 account. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  6. Migration Setup 2. Create your account Visit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  7. Migration Setup 3. Specify Source CRM Select your CRM type, in this case choose Bitrix24 and provide your URL. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  8. Migration Setup 3. Specify Source CRM • In case, you aren’t signed in your account, you will be redirected to Bitrix24. • After pressing the ‘Log In’ button, you will be redirected to the migration wizard. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  9. Migration Setup 4. Target CRM URL • Select Zoho CRM type from the drop-down menu. • Then, provide your login & password for Zoho system. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  10. Migration Setup 5. Select Migration Options • Check the boxes • to activate the following • migration options: • Account • Contact • Task • Opportunity • Lead http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  11. Migration Setup 6. Start Demo Migration Now, start your Demo Migration. Data2CRM moves up 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://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  12. Migration Setup 7. Start Full CRM Migration Proceed with the CRM data migration to Zoho. After you start the full migration, your Bitrix24 data will be moved directly to Zoho. You'll receive an email notification as soon as the transfer is complete. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  13. Migration Setup 8. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Zohosoftware. http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

  14. www.data2crm.com/migration

More Related