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Smooth Bitrix24 to Insightly Data Migration

Considering to migrate from Bitrix24 to Insightly? This instruction will help you make it in a direct and automated mode.

Data2CRM
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Smooth Bitrix24 to Insightly Data Migration

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

  2. How to Migrate Data from Bitrix24 to Insightly 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-insightly-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-insightly-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-insightly-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-insightly-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-insightly-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-insightly-migration

  9. 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

  10. 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

  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-insightly-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-insightly-migration

  13. 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

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

  15. www.data2crm.com/migration

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