Migrate from Highrise to Bitrix24 Automatedly

How to Migrate from

Highrise to Bitrix24

http://www.data2crm.com/migration


www.data2crm.com/migration

How to Migrate from Highrise to Bitrix24?


http://www.data2crm.com/migration/crm/supported/highrise-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.


http://app.data2crm.com/

Migration Setup

2. Source CRM URL

• Select your CRM type, provide your Highrise URL and API token.



Migration Setup

2. Specify Source CRM URL To get your Highrise API token, follow the instruction below:

1. Sign in your Highrise.

2. Go to Account & settings and select My info.

3. Then click on the API token.

In the bottom, you will see your API key,

copy and paste it into the corresponding field of

a migration wizard.



Migration Setup

3. Initiate Migration to Bitrix24

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


http://www.bitrix24.com/apps/?app=magneticone.data2crm


Migration Setup


2. Provide your Bitrix24 URL in the corresponding field.



Migration Setup


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 themigration wizard.



Migration Setup

5. Select Migration Options

Check the boxes

to activate the following

migration options:

• Account

• Contact

• Task

• Opportunity



Migration Setup

6. Start Demo MigrationNow, start your Demo Migration. Data2CRM moves up to 20 items of 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 Highrise 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 CompleteCongratulations! Now you may check up the result of migration and

enjoy your new Bitrix24 software.



www.data2crm.com/migration


Migrate from Highrise to Bitrix24 Automatedly

Technology

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