Migration from or to Bitrix24
We help with any migration scenario: from the cloud to the on-premise edition, from Bitrix24 to another CRM, or the other way around. Without data loss.
Migration scenarios
The three main situations we help with most often
From cloud to on-premise
After the block, or for control over your data. Transfer of CRM, tasks and files to your server. The data stays in your hands.
On-premise Bitrix24From Bitrix24 to another CRM
If Bitrix24 no longer fits. We help with a complete data export, choosing an alternative and importing into the new system.
Compare CRMsFrom another CRM to Bitrix24
Switching to Bitrix24? Import of data from your old system, full portal setup and team training.
Bitrix24 implementationHow a migration works
Five steps from audit to full launch
Audit of the current system
We analyze what you have, how much data there is and which integrations exist. We identify risks and draw up a plan.
Migration planning
We define the sequence, the downtime window and the rollback point, and agree them with your team.
Data export
We extract all data from the old system and check its completeness and quality before the import.
Import and setup
We load the data into the new system and configure pipelines, business processes and access rights.
Testing and launch
We verify that all data is correct, train your team and put the system into operation.
What we transfer
The full list of objects we transfer as part of a migration
CRM
Contacts, leads, deals, with all fields and links
Tasks and projects
Tasks, comments, deadlines, assignees
Files and documents
Attachments from deals, contacts and tasks
Communication history (partially)
Email correspondence and comments on deals and contacts
Settings
Business processes, pipelines, deal stages, form fields
Users and rights
Accounts, roles, department structure and access rights
Risks and how we minimize them
We assess the risks honestly before the work starts. No hidden problems after kickoff.
Some data may not be transferred
Chats, call recordings and activity stream messages technically cannot be transferred between different platforms. We show you in advance exactly what will remain and what will not.
A downtime window is required
The final import is performed at the time of lowest load, usually on a weekend. We agree on the time in advance and minimize the pause in your team's work.
Your team needs time to adapt
A new interface always takes getting used to. We provide training and keep support available for 2 weeks after launch.
We assess the risks honestly before the work starts.
It is better to know about the limitations in advance than to discover them during the migration.
Frequently asked questions
Planning a migration?
Leave a request: we will run a free audit and tell you what can be transferred, how long it will take and how much it will cost