Migrate from Highrise to Bitrix24 Automatedly

How to Migrate from Highrise to Bitrix24

http://www.data2crm.com/migration



www.data2crm.com/migration

How to Migrate from Highrise to Bitrix24?


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

Migration Setup1. Create your accountVisit 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 Setup2. Source CRM URL

• Select your CRM type, provide your Highrise URL and API token.



Migration Setup2. Specify Source CRM URL

To 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.



Migration Setup3. Initiate Migration to Bitrix24

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


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



2. Provide your Bitrix24 URL in the corresponding field.




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



Migration Setup4. Specify Target CRM

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



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.



Migration Setup5. Select Migration Options

Check the boxes to activate the followingmigration options:

• Account• Contact• Task• Opportunity



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



Migration Setup7. Start Full CRM Migration

Proceed with the CRM data migration to Bitrix24.

After you start the full migration,your Highrise data will be

moved directly to Bitrix24.

You'll receive an email notification as soon as

the transfer is complete.



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



www.data2crm.com/migration


Migrate from Highrise to Bitrix24 Automatedly

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