- Ana sayfa
- Import and export
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Migration from Zoho
Migration from Zoho
One-time data transfer from Zoho to Bitrix24
Kurun
Ücretsiz
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DeğerlendirmeDeğerlendirme yok
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Kurulum sayısı2
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GeliştiriciBitrix24 Integrations
Açıklama
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)
Teknik destek
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.
Kurulum talimatları
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.
Veri güvenliği
Migration from Zoho
Uygulama, verilere erişmek için izin istiyor:
CRM
full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.
Tasks
Sürücü
full access: view, create, edit and delete storages, folders and files
Görevler
full access: view, create, edit and delete tasks, check lists, comments, files, dependencies, costs; view, create, edit and delete stages
Kullanıcılar
full access: view, create, edit and delete users
Şirket Yapısı
full access: view, create, edit and delete departments
ÇALIŞMA GRUPLARI
full access: view, create, edit and delete workgroups; manage users
Sohbet ve Bildirimler
full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages
Değerlendirme
0 /5
5 yıldız
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1 yıldız
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İncelemeler
İnceleme yok!