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Migration from Zoho
Migration from Zoho
One-time data transfer from Zoho to Bitrix24
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Gratis
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EvaluaciónNo hay evaluaciones
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Instalaciones2
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DesarrolladorBitrix24 Integrations
Descripción
The application is designed for a one-time data transfer from your Zoho account to your Bitrix24 portal.
✓ Will be migrated:
✓ Will be migrated:
- users
- roles
- leads
- companies
- contacts
- deals,
- CRM tasks
- notes → timeline
- CRM record attachments → timeline,
- all of Zoho Projects (projects, tasks, subtasks, comments)
- calls without phone numbers / meetings not linked to CRM
- price quotes (pricing plan limitation)
- embedded images in Projects task descriptions
- files in Projects task comments (Zoho API limitation)
Soporte técnico
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.
Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.
Instrucciones de instalación
Follow standard guidelines to install the app in Bitrix24 Market. When ready, proceed with the following steps:
- Log in. If you are connected, you can start the import.
- Select entities to transfer and start the data transfer.
Seguridad de los datos
Migration from Zoho
La aplicación solicita permiso para acceder a los siguientes datos:
CRM
acceso total: ver, crear, editar y eliminar prospectos, contactos, compañías, negociaciones, facturas, cotizaciones, actividades, campos de usuario, etc.
Drive
acceso total: ver, crear, editar y eliminar almacenamientos, carpetas y archivos
Tareas
acceso total: ver, crear, editar y eliminar tareas, listas de comprobación, comentarios, archivos, dependencias y costos; ver, crear, editar y eliminar etapas
Tareas
Usuarios
acceso total: ver, crear, editar y eliminar usuarios
Grupos de Trabajo
acceso total: ver, crear, editar y eliminar grupos de trabajo; administrar usuarios
Chat y Notificaciones
acceso total: ver, crear, editar y eliminar chats y mensajes; conectar usuarios a chats, editar chats, leer todos los mensajes de chat
Estructura de la empresa
acceso total: ver, crear, editar y eliminar departamentos
Evaluación
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