How to migrate from salesforce to bitrix24
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Salesforce to Bitrix24: Flawless CRM Migration PowerPoint PPT Presentation

Considering about Salesforce to Bitrix24 migration? Chech out this step-by-step tutorial and switch your data with ease.

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Salesforce to Bitrix24: Flawless CRM Migration

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How to Migrate fromSalesforce to Bitrix24

How to Migrate from Salesforce to Bitrix24?

Migration Setup

1. Create your account

Visit and register your Data2CRM account. Provide your name, email, choose the password and specify your phone number.

Migration Setup

2. Source CRM URL

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

Migration Setup

3. 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 Setup

3. Initiate Migration to Bitrix24

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

Migration Setup

3. Initiate Migration to Bitrix24

2. Provide your Bitrix24 URL in the corresponding field.

Migration Setup

3. Initiate Migration to Bitrix24

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

Migration Setup

4. Specify Target CRM

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

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 the migration wizard.

Migration Setup

5. Select Migration Options

  • Check the boxes

  • to activate the following

  • migration options:

  • Account

  • Contact

  • Task

  • Opportunity

  • Lead

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

Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to Bitrix24.

After you start the full migration,

your Salesforce data will be

moved directly to Bitrix24.

You'll receive an email

notification as soon as

the transfer is complete.

Migration Setup

8. Full Migration Is Complete

Congratulations! Now you may check up the result of migration and

enjoy your new Bitrix24 software.

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