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Bitrix24 to Solve360: Direct Migration in Several Steps

Learn the easy way of accurate and secure switch from Bitrix24 to Solve360.

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Bitrix24 to Solve360: Direct Migration in Several Steps

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  1. How to Migrate from Bitrix24 toSolve360 www.data2crm.com/migration

  2. How to Migrate Data from Bitrix24 to Solve360 www.data2crm.com/migration

  3. Migration Setup 1. Initiate Migration to Bitrix24 1. Go to Bitrix24 app web page and press ‘Install’ button. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  4. Migration Setup 1. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  5. Migration Setup 1. Initiate Migration to Bitrix24 3. Click ‘Install’ to add the application to your Bitrix24 account. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-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://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  7. Migration Setup 3. Specify Source CRM Select your CRM type, in this case choose Bitrix24 and provide your URL. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-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://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  9. Migration Setup 4. Specify Target CRM Select your CRM type, in this case choose Solve360. Provide your URL, email and API token. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  10. Migration Setup 4. Specify Target CRM • To find your API token, login in your Solve360 account. • In the right corner of page layout you will find More button. Click on it and select My Account. • Then in the My Account menu click on API token, copy and paste the API key into the corresponding field of migration wizard. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  11. Migration Setup 5. Select Migration Options • Check the boxes • to activate the following • migration options: • Account • Contact • Task • Opportunity http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-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://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  13. Migration Setup 7. Start Full CRM Migration Proceed with the CRM data migration to Solve360. After you start the full migration, your Bitrix24 data will be moved directly to Solve360. You'll receive an email notification as soon as the transfer is complete. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  14. Migration Setup 8. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Highrise software. http://www.data2crm.com/migration/crm/supported/bitrix24-to-solve-migration

  15. www.data2crm.com/migration

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