Transferring sales department data

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Step 3.
Spoiler : transferring sales department data from amoCRM to Bitrix24 turned out to be a simpler and faster process compared to transferring production data due to the relative similarity of the systems.

However, even if you are faced with a similar task, this stage also requires careful preparation and attention to detail.

Here's how it can be done:

1. discussion of data structure
We started with a detailed discussion of all sales funnels, deals, and contacts with the StickPeek team. This helped us understand the current structure and volume of data in the sales team that needed to be migrated.

They then determined which information was critical and which data could be optimized or combined.

2. preparation of technical specifications
At this stage, the technical specifications must include hungary consumer email list a list of all steps and actions (in sequence) required for the transfer.

In the context of the case, special attention was paid to creating missing fields in Bitrix24 to ensure that the data matches the amoCRM structure.

3. Using automation to migrate data
To automate the work, we used an application from Bitrix24 Market, which significantly accelerated the process: with its help, we were able to transfer more than 6 thousand transactions, while preserving all the important fields and the history of interaction.

Tip : Use automation and its capabilities in all convenient and relevant situations.

4. creating missing fields and structure
As noted above, during the transfer process we created missing fields in Bitrix24 to ensure full compliance with the data structure from amoCRM.

In particular, we are talking about additional fields for contacts, transactions and other elements that were not provided for in the standard Bitrix24 configuration: