sugarcrm to bitrix24: practical guide for successful switch

How to Migrate from SugarCRM to Bitrix24

http://www.data2crm.com/migration

www.data2crm.com/migration

How to Migrate from SugarCRM to Bitrix24?

Migration Setup1. Initiate Migration to Bitrix24

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

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

Migration Setup1. Initiate Migration to Bitrix24

2. Provide your Bitrix24 URL in the corresponding field.

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

Migration Setup1. Initiate Migration to Bitrix24

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

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

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

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.

Migration Setup3. Specify Source CRM URL • Specify your SugarCRM URL, select its type from the drop-down menu. • Then, provide your login & password for SugarCRM.

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

Migration Setup4. Specify Target CRM

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

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

Migration Setup4. 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/sugar-crm-to-bitrix24-migration

Migration Setup5. Select Migration Options

Check the boxes to activate the followingmigration options:

• Account• Contact• Task• Opportunity• Lead

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

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

Migration Setup7. Start Full CRM Migration

Proceed with the CRM data migration to Bitrix24.

After you start the full migration,your SugarCRM 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/sugar-crm-to-bitrix24-migration

Migration Setup8. Full Migration Is CompleteCongratulations! Now you may check up the result of migration and enjoy your new Bitrix24 software.

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

www.data2crm.com/migration