smooth bitrix24 to insightly data migration
DESCRIPTION
Considering to migrate from Bitrix24 to Insightly? This instruction will help you make it in a direct and automated mode. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/1.jpg)
How to Migrate from Bitrix24 to Insightly
www.data2crm.com/migration
![Page 2: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/2.jpg)
www.data2crm.com/migration
How to Migrate Data from Bitrix24 to Insightly
![Page 3: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/3.jpg)
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
![Page 4: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/4.jpg)
Migration Setup1. Initiate Migration to Bitrix24
2. Provide your Bitrix24 URL in the corresponding field.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 5: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/5.jpg)
Migration Setup1. 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
![Page 6: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/6.jpg)
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://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 7: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/7.jpg)
Migration Setup3. 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
![Page 8: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/8.jpg)
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.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 9: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/9.jpg)
Migration Setup4. 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
![Page 10: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/10.jpg)
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.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 11: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/11.jpg)
Migration Setup5. Select Migration Options
Check the boxes to activate the followingmigration options:
• Account• Contact• Task• Opportunity• Lead
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 12: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/12.jpg)
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
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 13: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/13.jpg)
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.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
![Page 14: Smooth Bitrix24 to Insightly Data Migration](https://reader033.vdocuments.us/reader033/viewer/2022051516/568129dc550346895d8caf2a/html5/thumbnails/14.jpg)
Migration Setup8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Insightly software.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration