Salesforce to Bitrix24: Flawless CRM Migration

How to Migrate from Salesforce to Bitrix24

http://www.data2crm.com/migration



www.data2crm.com/migration

How to Migrate from Salesforce to Bitrix24?


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

Migration Setup1. Create your accountVisit app.data2crm.com and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.


http://app.data2crm.com/

Migration Setup2. Source CRM URL

• Select Salesforce CRM type from the drop-down menu.



Migration Setup3. Specify Source data

Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button.

In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration.

Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled.



Migration Setup3. Initiate Migration to Bitrix24

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


http://www.bitrix24.com/apps/?app=magneticone.data2crm



2. Provide your Bitrix24 URL in the corresponding field.




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



Migration Setup4. Specify Target CRM

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



Migration Setup4. 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 the migration wizard.



Migration Setup5. Select Migration Options

Check the boxes to activate the followingmigration options:

• Account• Contact• Task• Opportunity• Lead



Migration Setup6. 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



Migration Setup7. Start Full CRM Migration

Proceed with the CRM data migration to Bitrix24.

After you start the full migration,your Salesforce data will bemoved directly to Bitrix24.

You'll receive an email notification as soon as

the transfer is complete.



Migration Setup8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Bitrix24 software.



www.data2crm.com/migration


Salesforce to Bitrix24: Flawless CRM Migration

Documents

bitrix24 http