Smooth Bitrix24 to Insightly Data Migration

How to Migrate from Bitrix24 to Insightly

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Bitrix24 to Insightly


Migration Setup1. 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

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 Setup2. 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 Setup3. Specify Source CRM

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




Migration Setup3. 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 the migration wizard.




Migration Setup4. Specify Target CRM URL •Select your Target CRM type. •Then provide your Insightly API Key*.




Migration Setup4. 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.




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 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.




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




Smooth Bitrix24 to Insightly Data Migration

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