Bitrix24 to Insightly: Migration in Few Steps

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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.

Technology

How to Migrate from
Bitrix24 to Insightly
www.data2crm.com/migration

www.data2crm.com/migration
How to Migrate Data from Bitrix24 to Insightly

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

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

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

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

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

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

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

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

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

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

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

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

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Bitrix24 to Insightly: Migration in Few Steps

1. How to Migrate from Bitrix24 to Insightly www.data2crm.com/migration

2. www.data2crm.com/migration How to Migrate Data from Bitrix24 to Insightly

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

15. www.data2crm.com/migration

Bitrix24 to Insightly: Migration in Few Steps

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