How to Migrate Data from Insightly to Bitrix24
www.data2crm.com/migration
How to Migrate Data from Insightly to Bitrix24
www.data2crm.com/migration
Migration Setup 1. Create your account Register your account at app.data2crm.com and provide the required info.
Also, you can login via social media.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup 2. Existing CRM Details â—? â—?
Select Insightly from the drop-down menu. Provide your API key.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup Note: How to Find Insightly API Key? Go to your profile (in the right upper corner) and click on “User Settings”.
There you’ll see your Insightly API Key.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup 2. Specify Future CRM Details ● ●
Select Bitrix24 from a drop-down list. Provide your Bitrix24 URL.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup Note: How to Install Data2CRM Plugin? Go to your Bitrix24, find Data2CRM plugin at marketplace and install it. Once it is installed, you may continue your data migration from your Bitrix24.
If you have already installed the plugin, just click “Go to my Bitrix24” and continue your migration.
There you’ll see your Insightly API Key.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup 3. Select Migration Options Check the boxes to activate the migration options: • • • • • • •
Accounts Contacts Leads Opportunities Tasks Notes Users
+ relations between the records
Note: The service will allow to check only those entities you have at your current CRM. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup 3. Map Your Data Fields Set up a specific mapping for your data - switch to another field or don’t migrate. Then, click “Save Mapping” and “Continue”. You also can restore the default mapping.
Note: Unmapped fields won’t be migrated. https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Setup 4. Run Demo Migration Once everything is set, you can start a free Demo Migration from Insightly to Bitrix24.
You'll receive an email notification as soon as Demo Migration is complete. And you can check Demo results.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration
Migration Migration Setup Setup 5. 7. Start Full Migration Full Migration Is Complete Now you can proceed andyou complete your Insightly Bitrix24 migration. and Congratulations! Now may check up the toresult of migration
enjoy your new Salesforce software.
After you start the full migration, your Insightly data will be moved directly to Bitrix24.
As soon as your migration is complete, you will receive the email notification.
https://www.data2crm.com/migration/crm/insightly-to-bitrix24-migration http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
www.data2crm.com/migration