http://www.data2crm.com/migration/crm/bitrix24-to-insightly-migration
Explore the fast and direct way of Bitrix24 to Insightly data migration with this presentation. Helpful content and screenshots will guide you through the process of transferring data by using an automated migration system Data2CRM. You have the opportunity to learn how to set up the process in order to get best results.
3. 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-insightly-migration
4. Migration Setup
1. Initiate Migration to Bitrix24
2. Provide your Bitrix24 URL in the corresponding field.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
5. 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-insightly-migration
6. 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-insightly-migration
7. 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-insightly-migration
8. 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 the
migration wizard.
http://data2crm.com/migration/crm/supported/bitrix24-to-insightly-migration
9. Migration Setup
4. 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
10. Migration Setup
4. 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
11. 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-insightly-migration
12. Migration Setup
6. Start Demo Migration
Now, 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
13. Migration Setup
7. 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
14. Migration Setup
8. Full Migration Is Complete
Congratulations! 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