how to migrate from bitrix24 to zoho automatedly

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

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Considering about Bitrix24 to Zoho migration? Take a look at this tutorial and switch your records with ease. - PowerPoint PPT Presentation

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Page 1: How to Migrate from Bitrix24 to Zoho Automatedly

How to Migrate from Bitrix24 to Zoho

www.data2crm.com/migration

Page 2: How to Migrate from Bitrix24 to Zoho Automatedly

www.data2crm.com/migration

How to Migrate Data from Bitrix24 to Zoho

Page 3: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup1. Initiate Migration to Bitrix24

1. Go to Bitrix24 app web page and press ‘Install’ button.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 4: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup1. Initiate Migration to Bitrix24

2. Provide your Bitrix24 URL in the corresponding field.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 5: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup1. Initiate Migration to Bitrix24

3. Click ‘Install’ to add the application to your Bitrix24 account.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 6: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup2. Create your accountVisit 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-zoho-crm-migration

Page 7: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup3. Specify Source CRM

Select your CRM type, in this case choose Bitrix24 and provide your URL.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 8: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup3. 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-zoho-crm-migration

Page 9: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup4. Target CRM URL

• Select Zoho CRM type from the drop-down menu. • Then, provide your login & password for Zoho system.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 10: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup5. Select Migration Options

Check the boxes to activate the followingmigration options:

• Account• Contact• Task• Opportunity• Lead

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 11: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup6. 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://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 12: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup7. Start Full CRM Migration

Proceed with the CRM data migration to Zoho.

After you start the full migration,your Bitrix24 data will bemoved directly to Zoho.

You'll receive an email notification as soon as

the transfer is complete.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 13: How to Migrate from Bitrix24 to Zoho Automatedly

Migration Setup8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Zoho software.

http://data2crm.com/migration/crm/supported/bitrix24-to-zoho-crm-migration

Page 14: How to Migrate from Bitrix24 to Zoho Automatedly

www.data2crm.com/migration