migrate from zoho to bitrix24 in a smooth and automated manner
TRANSCRIPT
How to Migrate from
Zoho to Bitrix24
http://www.data2crm.com/migration
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
1. Create your account
Visit app.data2crm.com and register your Data2CRM account. Provide your
name, email, choose the password and specify your phone number.
Migration Setup
2. Source CRM URL
• Specify your Zoho type from the drop-down menu.
• Then, provide your mail & password for Zoho.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
3. Initiate Migration to Bitrix24
1. Go to Bitrix24 app web page and press ‘Install’ button.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
3. Initiate Migration to Bitrix24
2. Provide your Bitrix24 URL in the corresponding field.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
3. Initiate Migration to Bitrix24
3. Click ‘Install’ to add the application to your Bitrix24 account.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
4. Specify Target CRM
Select your CRM type, in this case choose Bitrix24 and provide your URL.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
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 themigration wizard.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
5. Select Migration Options
Check the boxes
to activate the following
migration options:
• Account
• Contact
• Task
• Opportunity
• Lead
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-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://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
7. Start Full CRM Migration
Proceed with the CRM data migration to Bitrix24.
After you start the full migration,
your Zoho data will be
moved directly to Bitrix24.
You'll receive an email
notification as soon as
the transfer is complete.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
Migration Setup
8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and
enjoy your new Bitrix24 software.
http://www.data2crm.com/migration/crm/supported/zoho-crm-to-bitrix24-migration
