The process of transferring data is a crucial element when switching CRM systems. This article provides a step-by-step guide on how to export data from Bitrix24 and import it correctly into Livespace.
From Bitrix24, you can export data from the Contacts, Companies, or Deals sections into a .CSV or .XLS file. You can decide whether to include all the columns Bitrix24 suggests by default or only the ones you select when creating a custom view. However, before importing, ensure that each field has a corresponding space in Livespace for proper mapping. If not, you can create additional form fields to accommodate them.
In this article, we have covered:
Exporting Contacts from Bitrix24
Navigate to the section containing the data you want to save.
Customize your view by clicking the gear icon in the top-left corner of the list
and selecting the columns you want to display.
3. Once you’ve chosen the desired view, click the gear icon in the top-right corner of the list and select Export to Excel/CSV.
4. Decide which data should be included in the exported file:
To include only the columns selected during view creation, click Execute.
To include the selected columns along with details such as ID, templates, bank data, etc., check Export details and then click Execute.
To include all fields for companies suggested by Bitrix24 by default, check Export all company fields and then click Run.
Importing Contacts into Livespace
Go to Profile Settings or Account Settings.
From the left-hand menu, select Import and Export, then choose Import a new file.
Depending on the type of data you're importing, navigate to the relevant tab (People and Companies/Only Companies/Deals) and upload the file you want to import.
After uploading the file, map all the fields correctly so that the data from the file matches the fields in Livespace forms.
5. You can monitor the import progress in Account Settings, and you will receive a notification once it is complete.
Helpful Tips
If you first import companies and later want to assign contacts to them, ensure that the file containing the contacts includes a column with the company name. The same applies when assigning deals to companies and/or contacts.
To improve the quality of your contact database, search for duplicates in Livespace after transferring the data and merge them. You can find step-by-step instructions here.