Accurate and Secure Bitrix24 to Salesforce Switch
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Transcript of Accurate and Secure Bitrix24 to Salesforce Switch
How to Migrate from
Bitrix24 to Salesforce
www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate Data from Bitrix24 to Salesforce
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
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
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
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
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
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 themigration wizard.
http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration
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
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
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
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://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration
Migration Setup
7. Start Full CRM Migration
Proceed with the CRM data migration to Salesforce.
After you start the full migration,
your Bitrix24 data will be
moved directly to Salesforce.
You'll receive an email
notification as soon as
the transfer is complete.
http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration
Migration Setup
8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and
enjoy your new Salesforce software.
http://data2crm.com/migration/crm/supported/bitrix24-to-salesforce-migration