Transfer data between different Bitrix24 accounts. This may be helpful if you decide to migrate the client base and settings to another account.
How to export and import data
To transfer data, you need to export it from your old account and then upload to another. The file format may differ. In some cases, the files need to be converted.
How to convert a file from XLS to CSV
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Open your Excel file, click File, select Save as, and then select CSV.
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Change the file format using the online document converter.
Transfer CRM data
CRM stores the customer base, reports, system and user settings. CRM entities, products, reports and settings can be transferred to the new Bitrix24.
CRM entities
You can transfer leads, deals, contacts, and companies. Import and export a CSV file with CRM entities.
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See these topics to learn more:
Products
Transfer your product catalog to another account. Note that the data is exported as a XLS file. You need to convert it to CSV for the further import.
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CRM Reports
Transfer reports in CRM to another account. Import and export them as a CSV file.
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CRM Settings
You can transfer custom fields, stages, pipelines, CRM entity form settings, automation rules, business processes, and applications. The data is exported and imported as a folder with JSON files.
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Transfer tasks
You can transfer tasks to another account. Note that the export includes only a set of fields from the task. Task comments are not transferred.
Tasks
The data is exported in XLS. You need to convert a file to CSV to import it.
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See these topics to learn more:
Task reports
You can transfer task reports to another account. Only CSV is supported for both export and import.
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Transfer knowledge bases, sites and online stores
You can transfer knowledge bases, sites and online stores. The data is exported and imported as a folder with JSON files.
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See these topics to learn more:
Transfer workflows
You can transfer business process templates. The data is exported and imported in BPT format.
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In Brief
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You can transfer data between different Bitrix24 accounts.
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Use this tool to migrate the client base and settings to another account.
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Transfer CRM data and settings, tasks and reports, sites, online stores and knowledge bases, as well as business process templates.