Smooth and Accurate Solve360 to Bitrix24 Switch

How to Migrate from

Solve360 to Bitrix24

http://www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate from Solve360 to Bitrix24?

http://www.data2crm.com/migration/crm/supported/solve-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 Source CRM type.

• Then provide your Solve360 URL, email and API token.

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

Migration Setup

2. Specify Source CRM URL

• 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/solve-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/solve-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/solve-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/solve-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/solve-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/solve-to-bitrix24-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/solve-to-bitrix24-migration

Migration Setup

6. Start Demo MigrationNow, start your Demo Migration. Data2CRM moves up to 20 items of 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/solve-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 Solve360 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/solve-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/solve-to-bitrix24-migration

www.data2crm.com/migration