Every company stores customer data, contacts, invoices, and other key information. You can move this data to Bitrix24 using apps from the Bitrix24 Market.
- Go to the Application section > Market.
- Select the Import and export category in the catalog.
- Click Migration to Bitrix24.
- Choose an app that fits your data source and follow the setup steps.
Migration to Bitrix24 from other CRM systems
You can also import data using a CSV file. This is a simple option for moving contacts, deals, and other records.
Import to Bitrix24 CRM
Migration to Bitrix24 from other CRM systems
If you want to reuse CRM settings from another account, use Solution presets. Export your current setup and apply it to a new Bitrix24 account.
To move customer data between accounts, export the data file from one account and import it into another.