Pipedrive migration mengikut Bitrix24 Integrations

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Import and export
Pipedrive migration

Pengkadaran

Tiada perkadaran
Pemasangan

3211
Pembangun

Bitrix24 Integrations

Penerangan

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

Arahan pemasangan

Sokongan teknikal

Keselamatan data

Ditambah: 11/08/2017

Sokongan teknikal

If the app wont open, check the basic settings first.
For questions or suggestions, reach out to us in the support chat.

Arahan pemasangan

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.

Keselamatan data

Ketahui lebih lanjut

Pipedrive migration

Aplikasi tersebut meminta kebenaran untuk mengakses data:

CRM

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

Tasks

full access: view, create, edit and delete tasks, check lists, comments, files, dependencies, costs; view, create, edit and delete stages

Users

full access: view, create, edit and delete users

Suapan

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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