How to Move from Bitrix24 to SugarCRM Automatedly

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How to Migrate from Bitrix24 to SugarCRM

www.data2crm.com/migration


How to Migrate Data from Bitrix24 to SugarCRM

www.data2crm.com/migration


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

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


Migration Setup 1. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field.

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


Migration Setup 1. Initiate Migration to Bitrix24 3. Click ‘Install’ to add the application to your Bitrix24 account.

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


Migration Setup 3. Specify Source CRM Select your CRM type, in this case choose Bitrix24 and provide your URL.

http://data2crm.com/migration/crm/supported/bitrix24-to-sugar-crm-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 the migration wizard. http://data2crm.com/migration/crm/supported/bitrix24-to-sugar-crm-migration


Migration Setup 4. Target CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM.

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


Migration Setup 5. Select Migration Options Check the boxes to activate the following migration options: • • • • •

Account Contact Task Opportunity Lead

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


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://data2crm.com/migration/crm/supported/bitrix24-to-sugar-crm-migration


Migration Setup 7. Start Full CRM Migration Proceed with the CRM data migration to SugarCRM.

After you start the full migration, your Bitrix24 data will be moved directly to SugarCRM. You'll receive an email notification as soon as the transfer is complete.

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


Migration Setup 8. Full Migration Is Complete Congratulations! Now you may check up the result of migration and enjoy your new SugarCRM software.

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


www.data2crm.com/migration


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