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How to Migrate from Bitrix24 to Highrise www.data2crm.com/migration

Automated Bitrix24 to Highrise Migration

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Page 1: Automated Bitrix24 to Highrise Migration

How to Migrate from

Bitrix24 to Highrise

www.data2crm.com/migration

Page 2: Automated Bitrix24 to Highrise Migration

www.data2crm.com/migration

How to Migrate Data from Bitrix24 to Highrise

Page 3: Automated Bitrix24 to Highrise 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-highrise-migration

Page 4: Automated Bitrix24 to Highrise 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-highrise-migration

Page 5: Automated Bitrix24 to Highrise 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-highrise-migration

Page 6: Automated Bitrix24 to Highrise 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-highrise-migration

Page 7: Automated Bitrix24 to Highrise 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-highrise-migration

Page 8: Automated Bitrix24 to Highrise 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 themigration wizard.

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

Page 9: Automated Bitrix24 to Highrise Migration

Migration Setup

4. Specify Target CRM URL

Select your CRM type, in this case choose Highrise. Provide your URL and API token.

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

Page 10: Automated Bitrix24 to Highrise Migration

Migration Setup

4. Specify Target CRMTo get your Highrise API token, follow the instruction below:

1. Sign in your Highrise.

2. Go to Account & settings and select My info.

3. Then click on the API token.

In the bottom, you will see your API key,

copy and paste it into the corresponding field of

a migration wizard.

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

Page 11: Automated Bitrix24 to Highrise 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-highrise-migration

Page 12: Automated Bitrix24 to Highrise Migration

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

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

Page 13: Automated Bitrix24 to Highrise Migration

Migration Setup

7. Start Full CRM Migration

Proceed with the CRM data migration to Highrise.

After you start the full migration,

your Bitrix24 data will be

moved directly to Highrise.

You'll receive an email

notification as soon as

the transfer is complete.

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

Page 14: Automated Bitrix24 to Highrise Migration

Migration Setup

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

enjoy your new Highrise software.

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

Page 15: Automated Bitrix24 to Highrise Migration

www.data2crm.com/migration