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Migrate from Insightly to Birtix24 Directly

Learn how to migrate from Insightly to Bitrix24 in an automated, secure and accurate mode.

Data2CRM
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Migrate from Insightly to Birtix24 Directly

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  1. How to Migrate fromInsightly to Bitrix24 http://www.data2crm.com/migration

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

  3. 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://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

  4. Migration Setup 2. Specify Source CRM URL • Select your Target CRM type. • Then provide your Insightly API Key*. http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

  5. Migration Setup 2. Specify Source 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://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

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

  7. Migration Setup 3. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field. http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

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

  9. Migration Setup 4. Specify Target CRM Select your CRM type, in this case choose Bitrix24 and provide your URL. http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

  10. 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 the migration wizard. http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

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

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

  14. Migration Setup 8. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new Bitrix24 software. http://www.data2crm.com/migration/crm/supported/insightly-to-bitrix24-migration

  15. www.data2crm.com/migration

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