Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Chats and Calls
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
Tasks and Projects
CRM
CoPilot - AI in Bitrix24
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Mobile App
Desktop App
General questions
Bitrix24 On-Premise

Bitrix24Care

Transfer CRM settings

Copy your CRM settings from one Bitrix24 account to another using CRM solution presets.

For example, your company has different regional offices, and they all use Bitrix24 CRM. You can configure Bitrix24 CRM only once and import its settings to other offices' CRMs.

When you bring these settings into another Bitrix24 account, some parameters will be deleted and replaced with the new ones:

  • Custom fields (except the Bind To Information Block type)
  • CRM entity form settings
  • Deal pipelines
  • Lead and deal stages
  • Workflows, automation rules, and triggers
  • Apps
The import will also delete existing leads and deals. Make sure to export this data before you start.

To transfer CRM settings, do this:

  1. Open the CRM you want to transfer. Click the Configure button on the first stage of Kanban view. Or, click the gear button and select Solution presets.

  2. Open the Export section.

  3. Click Export and download the file.

Next, in the other Bitrix24 CRM:

  1. Open the Solution presets section in the same way.

  2. Select Import.

  3. Upload the exported file.

  4. Then click Continue to confirm the changes.

You'll see a notification when CRM settings are successfully imported, and you are ready to use your newly configured Bitrix24 CRM.


Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free