SugarCRM to Bitrix24: Practical Guide for Successful Switch
14
How to Migrate from SugarCRM to Bitrix24 http:// www.data2crm.com/migration
description
Want to improve your business with Bitrix24? Explore this useful and easy to follow guide for the automated SugarCRM to Bitrix24 migration. - PowerPoint PPT Presentation
Transcript of SugarCRM to Bitrix24: Practical Guide for Successful Switch
How to Migrate from SugarCRM to Bitrix24
http://www.data2crm.com/migration
www.data2crm.com/migration
How to Migrate from SugarCRM to Bitrix24?
Migration Setup1. Initiate Migration to Bitrix24
1. Go to Bitrix24 app web page and press ‘Install’ button.
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
Migration Setup1. Initiate Migration to Bitrix24
2. Provide your Bitrix24 URL in the corresponding field.
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
Migration Setup1. Initiate Migration to Bitrix24
3. Click ‘Install’ to add the application to your Bitrix24 account.
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
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.
Migration Setup3. Specify Source CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM.
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
Migration Setup4. Specify Target CRM
Select your CRM type, in this case choose Bitrix24 and provide your URL.
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
Migration Setup4. 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 the migration wizard.
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
Migration Setup5. Select Migration Options
Check the boxes to activate the followingmigration options:
• Account• Contact• Task• Opportunity• Lead
http://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
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://www.data2crm.com/migration/crm/supported/sugar-crm-to-bitrix24-migration
Migration Setup7. Start Full CRM Migration
Proceed with the CRM data migration to Bitrix24.
After you start the full migration,your SugarCRM 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/sugar-crm-to-bitrix24-migration
Migration Setup8. 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/sugar-crm-to-bitrix24-migration
