Swift Data Switch from Vtiger to Bitrix24

How to Migrate from

Vtiger to Bitrix24

http://www.data2crm.com/migration


www.data2crm.com/migration

How to Migrate from Vtiger to Bitrix24?


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

• Specify your Vtiger URL, select CRM Source type.• Then provide your username and specify the access key*.



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

• Lead



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



Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to Bitrix24.

After you start the full migration,

your Vtiger 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


Swift Data Switch from Vtiger to Bitrix24

Technology

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