Bitrix24 to Insightly: Migration in Few Steps
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Transcript of Bitrix24 to Insightly: Migration in Few Steps
How to Migrate from
Bitrix24 to Insightly
www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate Data from Bitrix24 to Insightly
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-insightly-migration
Migration Setup
1. Initiate Migration to Bitrix24
2. Provide your Bitrix24 URL in the corresponding field.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
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-insightly-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://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
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-insightly-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://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
Migration Setup
4. Specify Target CRM URL
•Select your Target CRM type.
•Then provide your Insightly API Key*.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
Migration Setup
4. Specify Target 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://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
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-insightly-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://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
Migration Setup
7. Start Full CRM Migration
Proceed with the CRM data migration to Insightly.
After you start the full migration,
your Bitrix24 data will be
moved directly to Insightly.
You'll receive an email
notification as soon as
the transfer is complete.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
Migration Setup
8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and
enjoy your new Insightly software.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration