How to Migrate from Bitrix24 to Solve360 www.data2crm.com/migration
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How to Migrate from
Bitrix24 to Solve360
www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate Data from Bitrix24 to Solve360
Migration Setup
1. Initiate Migration to Bitrix24
1. Go to Bitrix24 app web page and press ‘Install’ button.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
Migration Setup
1. Initiate Migration to Bitrix24
2. Provide your Bitrix24 URL in the corresponding field.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
Migration Setup
1. Initiate Migration to Bitrix24
3. Click ‘Install’ to add the application to your Bitrix24 account.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
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://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
Migration Setup
3. Specify Source CRM
Select your CRM type, in this case choose Bitrix24 and provide your URL.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
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 themigration wizard.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
Migration Setup
4. Specify Target CRM
Select your CRM type, in this case choose Solve360.
Provide your URL, email and API token.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
Migration Setup
4. Specify Target CRM
• 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/bitrix24-to-solve-migration
Migration Setup
5. Select Migration Options
Check the boxes
to activate the following
migration options:
• Account
• Contact
• Task
• Opportunity
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-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/bitrix24-to-solve-migration
Migration Setup
7. Start Full CRM Migration
Proceed with the CRM data migration to Solve360.
After you start the full migration,
your Bitrix24 data will be
moved directly to Solve360.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
Migration Setup
8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and
enjoy your new Highrise software.
http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration
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