Zoho migration par Bitrix24 Integrations

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Import and export
Zoho migration

Évaluation

Aucune évaluation
Installations

2835
Développeur

Bitrix24 Integrations

Description

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

Learn more

You can transfer the following entities to Bitrix24:

Users
Leads
Accounts
Contacts
Deals
Tasks
Events
Calls
Quotes

Select Bitrix department wh ere your current Zoho users will be transferred and start the import. All your Zoho CRM 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.

Instructions d'installation

Assistance technique

Sécurité des données

Ajouté : 18.09.2017

Assistance technique

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support.

Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Instructions d'installation

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

Enter login and password.
Choose your account domain zone.
Select the entities you want to import fr om ZohoCRM. Leave the default settings unchanged to import all data.
Start import. Data import will begin if all parameters are entered correctly.

Sécurité des données

Zoho migration

L'application demande des autorisations pour accéder aux données :

CRM

accès complet : afficher, créer, modifier et supprimer des prospects, contacts, entreprises, offres, factures, devis, activités, champs d'utilisateurs, etc.

Drive

accès complet : visualiser, créer, modifier et supprimer les stockages, dossiers et fichiers

Tâches

accès complet : visualiser, créer, modifier et supprimer des tâches, listes de contrôle, commentaires, fichiers, dépendances, coûts ; visualiser, créer, modifier et supprimer des étapes

Utilisateurs

accès complet : visualiser, créer, modifier et supprimer des utilisateurs

Chat et Notifications

accès complet : afficher, créer, modifier et supprimer les conversations et messages ; connecter les utilisateurs aux chats ; modifier les chats ; lire tous les messages de chat

Structure de l'entreprise

accès complet : visualiser, créer, modifier et supprimer des services

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