smooth bitrix24 to bpm'online switch

How to Migrate from

Bitrix24 to bpm’online

www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate Data from Bitrix24 to bpm’online

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-bpm-online-migration

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-bpm-online-migration

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-bpm-online-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://www.data2crm.com/migration/crm/supported/bitrix24-to-bpm-online-migration

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-bpm-online-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 themigration wizard.

http://www.data2crm.com/migration/crm/supported/bitrix24-to-bpm-online-migration

Migration Setup

4. Specify Target CRM URL

Specify your bpm’online URL, select its type.

Then provide your login & password for your bpm’online system.

http://www.data2crm.com/migration/crm/supported/bitrix24-to-bpm-online-migration

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/bitrix24-to-bpm-online-migration

Migration Setup

6. Start Demo MigrationNow, 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-bpm-online-migration

Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to bmp’online.

After you start the full migration,

your Bitrix24 data will be

moved directly to bpm’online.

You'll receive an email

notification as soon as

the transfer is complete.

http://www.data2crm.com/migration/crm/supported/bitrix24-to-bpm-online-migration

Migration Setup

8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and

enjoy your new bpm’online software.

http://www.data2crm.com/migration/crm/supported/bitrix24-to-bpm-online-migration

www.data2crm.com/migration