How to Migrate from Salesforce to Bitrix24
http://www.data2crm.com/migration
How to Migrate from Salesforce to Bitrix24?
www.data2crm.com/migration
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/salesforce-to-bitrix24-migration
Migration Setup 2. Source CRM URL • Select Salesforce CRM type from the drop-down menu.
http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration
Migration Setup 3. Specify Source data Now, you’ll be redirected to your Salesforce account, if you are already login, all you need is just to press “Allow” button. In case, you’re not login; you’ll need to provide your Salesforce login and password, and then you’ll be redirect to Data2CRM wizard to complete the migration.
Note. Currently, automated Data2CRM migration is suitable for peculiar Salesforce editions – Developer, Enterprise and Ultimate where API access is enabled.
http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration
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/salesforce-to-bitrix24-migration
Migration Setup 3. Initiate Migration to Bitrix24 2. Provide your Bitrix24 URL in the corresponding field.
http://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration
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/salesforce-to-bitrix24-migration
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/salesforce-to-bitrix24-migration
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/salesforce-to-bitrix24-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/salesforce-to-bitrix24-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://www.data2crm.com/migration/crm/supported/salesforce-to-bitrix24-migration
Migration Setup 7. Start Full CRM Migration Proceed with the CRM data migration to Bitrix24.
After you start the full migration, your Salesforce 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/salesforce-to-bitrix24-migration
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/salesforce-to-bitrix24-migration
www.data2crm.com/migration