1 / 14

Migrate from Bitrix24 to Salesforce Automatedly

Figure out how to switch your data from Bitrix24 to Salesfore in an automated and direct way without coding or importing.

Data2CRM
Download Presentation

Migrate from Bitrix24 to Salesforce Automatedly

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Migrate from Bitrix24 to Salesforce www.data2crm.com/migration

  2. How to Migrate Data from Bitrix24 to Salesforce www.data2crm.com/migration

  3. 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-salesforce-migration

  4. Migration Setup 1. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field. http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration

  5. 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-salesforce-migration

  6. 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-salesforce-migration

  7. 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-salesforce-migration

  8. 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 the migration wizard. http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration

  9. Migration Setup 4. Specify Target CRM URL Select your CRM type, in this case choose Salesforce. http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration

  10. Migration Setup 4. Specify Target CRM URL 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. http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration

  11. 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-salesforce-migration

  12. Migration Setup 6. Start Demo Migration Now, 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-salesforce-migration

  13. Migration Setup 8. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Salesforcesoftware. http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration

  14. www.data2crm.com/migration

More Related