Pipedrive migration của Bitrix24 Integrations

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Import and export
Pipedrive migration

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Bitrix24 Integrations

Sự miêu tả

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.

Learn more

Hướng dẫn cài đặt

Hỗ trợ kỹ thuật

Bảo mật dữ liệu

Đã thêm: 11/08/2017

Hỗ trợ kỹ thuật

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.

Hướng dẫn cài đặt

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.

Bảo mật dữ liệu

Tìm hiểu thêm

Pipedrive migration

Ứng dụng yêu cầu các quyền để truy cập dữ liệu:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Tasks

truy cập toàn diện: xem, tạo, sửa và xóa tác vụ, kiểm tra danh sách, bình luận, tập tin, tác vụ phụ thuộc, chi phí; xem; tạo, sửa và xóa các giai đoạn

Users

full access: view, create, edit and delete users

Bản tin

full access: add, edit and delete Feed posts, comments and recipients

Company structure

full access: view, create, edit and delete departments

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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