Insightly to Bitrix24 Switch in Several Steps

How to Migrate from

Insightly to Bitrix24

http://www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate from Insightly to Bitrix24?

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

1. Create your account

Visit app.data2crm.com and register your Data2CRM account. Provide your

name, email, choose the password and specify your phone number.

Migration Setup

2. Specify Source CRM URL

• Select your Target CRM type.

• Then provide your Insightly API Key*.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

2. Specify Source 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/insightly-to-bitrix24-migration

Migration Setup

3. Initiate Migration to Bitrix24

1. Go to Bitrix24 app web page and press ‘Install’ button.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

3. Initiate Migration to Bitrix24

2. Provide your Bitrix24 URL in the corresponding field.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

3. Initiate Migration to Bitrix24

3. Click ‘Install’ to add the application to your Bitrix24 account.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

4. Specify Target CRM

Select your CRM type, in this case choose Bitrix24 and provide your URL.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

4. Specify Target 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 themigration wizard.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

5. Select Migration Options

Check the boxes

to activate the following

migration options:

• Account

• Contact

• Task

• Opportunity

• Lead

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

6. Start Demo MigrationNow, 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://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to Bitrix24.

After you start the full migration,

your Insightly data will be

moved directly to Bitrix24.

You'll receive an email

notification as soon as

the transfer is complete.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

Migration Setup

8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and

enjoy your new Bitrix24 software.

http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

www.data2crm.com/migration