Zoho migration

Captures d'écran

Now you can migrate your CRM data from ZohoCRM to Bitrix24.

You can transfer the following entities to Bitrix24:

  1. Users

  2. Leads

  3. Accounts

  4. Contacts

  5. Deals

  6. Tasks

  7. Events

  8. Calls

Set up the preferences, choose the entities you want to transfer, and start import. All your ZohoCRM entity fields will be saved in Bitrix24. The import progress can be seen on the import page. You will receive the information about current import status via Bitrix24 notifications and email after the import of each entity is completed. The import process will be run in the background and may take a significant amount of time.

Important!

   

Once you start importing Zoho CRM data, the process cannot be paused or stopped until fully completed. Please make sure that you have provided all the required information before starting migration.

Version 3
Updated under the new Zoho API

Version 2
Increased data migration speed. Added error logging ability to export
these logs to CSV file. Implemented migration pausing when Bitrix24 or
Zoho authorization is lost (need to access the app to resume the
process).

Version 1
Zoho migration

Complete standard installation at Bitrix24 Marketplace and proceed with the following steps:

  1. Enter login and password.

  2. Choose your account domain zone.

  3. Sel ect the entities you want to import fr om ZohoCRM. Leave the default settings unchanged to import all data.

  4. Start import. Data import will begin if all parameters are entered correctly.