accurate and secure bitrix24 to salesforce switch

How to Migrate from

Bitrix24 to Salesforce

www.data2crm.com/migration

http://www.data2crm.com/migration


How to Migrate Data from Bitrix24 to Salesforce


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-salesforce-migration

http://www.bitrix24.com/apps/?app=magneticone.data2crm


Migration Setup


2. Provide your Bitrix24 URL in the corresponding field.



Migration Setup


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



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://app.data2crm.com/


Migration Setup

3. Specify Source CRM

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



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.



Migration Setup

4. Specify Target CRM URL

Select your CRM type, in this case choose Salesforce.



Migration Setup

4. Specify Target CRM URL

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.



Migration Setup

5. Select Migration Options

Check the boxes

to activate the following

migration options:

• Account

• Contact

• Task

• Opportunity

• Lead



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



Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to Salesforce.

After you start the full migration,

your Bitrix24 data will be

moved directly to Salesforce.

You'll receive an email

notification as soon as

the transfer is complete.



Migration Setup

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

enjoy your new Salesforce software.



accurate and secure bitrix24 to salesforce switch

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