Pipedrive migration de Bitrix24 Integrations

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Import and export
Pipedrive migration

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Instalaciones

2931
Desarrollador

Bitrix24 Integrations

Descripción

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

You can transfer the following entities to Bitrix24:

Users
Organizations
Persons
Currencies
Deals
Leads
Activities
Notes
Pipelines
Products
Stages

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

Note: the app does not filter duplicated and is designed to migrate data to a new Bitrix24 instance. If you need to start a new import from the same Pipedrive account, make sure to purge imported CRM data beforehand.

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Instrucciones de instalación

Soporte técnico

Seguridad de los datos

Agregado: 08.11.2017

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.

Instrucciones de instalación

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

Make sure API is enabled in your Pipedrive account.
Enter API token. You can get the API token manually from the Pipedrive web app by going to account name (on the top right) > Company settings > Personal preferences > API or clicking here
Start import. Data import will begin if all parameters are entered correctly.

Seguridad de los datos

Más información

Pipedrive migration

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.

Feed

acceso total: agregar, editar y eliminar publicaciones en el Feed, comentarios y destinatarios

Tareas

acceso total: ver, crear, editar y eliminar tareas, listas de comprobación, comentarios, archivos, dependencias y costos; ver, crear, editar y eliminar etapas

Usuarios

acceso total: ver, crear, editar y eliminar 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 compañía

acceso total: ver, crear, editar y eliminar departamentos

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