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Automated Insightly to Bitrix24 Migration

Switch your data from Insightly to Bitrix24 in a couple of clicks without any coding or copy/pasting.

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Automated Insightly to Bitrix24 Migration

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  1. How to Migrate Data from Insightly to Bitrix24

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

  3. Migration Setup 1. Create your account Register your account at app.data2crm.com and provide the required info. Also, you can login via social media. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  4. Migration Setup 2. Existing CRM Details ● ● Select Insightly from the drop-down menu. Provide your API key. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  5. Migration Setup Note: How to Find Insightly API Key? Go to your profile (in the right upper corner) and click on “User Settings”. There you’ll see your Insightly API Key. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  6. Migration Setup 2. Specify Future CRM Details ● ● Select Bitrix24 from a drop-down list. Provide your Bitrix24 URL. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  7. Migration Setup Note: How to Install Data2CRM Plugin? Go to your Bitrix24, find Data2CRM plugin at marketplace and install it. Once it is installed, you may continue your data migration from your Bitrix24. If you have already installed the plugin, just click “Go to my Bitrix24” and continue your migration. There you’ll see your Insightly API Key. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  8. Migration Setup 3. Select Migration Options Check the boxes to activate the migration options: • Accounts • Contacts • Leads • Opportunities • Tasks • Notes • Users + relations between the records Note: The service will allow to check only those entities you have at your current CRM. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  9. Migration Setup 3. Map Your Data Fields Set up a specific mapping for your data - switch to another field or don’t migrate. Then, click “Save Mapping” and “Continue”. You also can restore the default mapping. Note: Unmapped fields won’t be migrated. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  10. Migration Setup 4. Run Demo Migration Once everything is set, you can start a free Demo Migration from Insightly to Bitrix24. You'll receive an email notification as soon as Demo Migration is complete. And you can check Demo results. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  11. Migration Setup 7. Full Migration Is Complete 5. Start Full Migration Migration Setup Now you can proceed and complete your Insightly to Bitrix24 migration. Congratulations! Now you may check up the result of migration and enjoy your new Salesforce software. After you start the full migration, your Insightly data will be moved directly to Bitrix24. As soon as your migration is complete, you will receive the email notification. http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration

  12. www.data2crm.com/migration

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