🚀 Introduction
Welcome to our in-depth guide on how to export CRM Bitrix! If you’re reading this, chances are you’re looking to export data from your CRM Bitrix account. Exporting data is often necessary when migrating to a new CRM system or backing up data for safekeeping.
In this article, we’ll walk you through the process step-by-step. We’ll cover everything from preparing your data for export, to exporting the data using the built-in tools in CRM Bitrix or a third-party tool.
By the end of this article, you’ll be armed with all the knowledge you need to export your CRM Bitrix data with ease.
What is CRM Bitrix?
CRM Bitrix is a customer relationship management (CRM) system designed for small to midsize businesses. It offers a range of features, including lead and deal management, email marketing, customer segmentation, and more.
One of the key benefits of using CRM Bitrix is its flexibility. It can be customized to fit the unique needs of your business, making it an ideal choice for businesses in a variety of industries.
Why Export CRM Bitrix Data?
There are several reasons why you might need to export data from your CRM Bitrix account:
- You’re moving to a new CRM system.
- You want to backup your data for safekeeping.
- You need to analyze your data using a third-party tool.
Whatever your reason for wanting to export your data, this guide will walk you through the process.
Prerequisites
Before we dive into the process of exporting CRM Bitrix data, there are a few things you need to have in order:
- An active CRM Bitrix account
- Access to the data you want to export
- A clear understanding of what data you want to export
What Data Can You Export from CRM Bitrix?
CRM Bitrix allows you to export several types of data, including:
- Leads
- Deals
- Contacts
- Companies
- Activities
- Quotes
- Invoices
- Catalogs
- Products
For the purposes of this guide, we’ll focus on exporting leads, deals, and contacts.
📋 How to Export CRM Bitrix Data
Preparing Your Data for Export
Before you can export your data from CRM Bitrix, you need to ensure that your data is organized and prepared for export. This includes:
- Identifying the data you want to export
- Creating a custom view to display the data you want to export
- Filtering the data based on your selection criteria
- Removing any unnecessary fields from the view
Once you’ve prepared your data, you’re ready to move on to the next step.
Exporting Your Data Using CRM Bitrix Built-In Tools
CRM Bitrix has several built-in tools you can use to export your data. Here’s how:
Exporting Leads
- Go to the Leads section in your CRM Bitrix account.
- Select the custom view you created in the previous step.
- Click the Export button.
- Choose the export format (CSV, Excel, or PDF).
- Choose the export options (include/exclude fields, delimiter, encoding, etc.).
- Click Export.
- Save the exported file to your computer.
Exporting Deals
- Go to the Deals section in your CRM Bitrix account.
- Select the custom view you created in the previous step.
- Click the Export button.
- Choose the export format (CSV, Excel, or PDF).
- Choose the export options (include/exclude fields, delimiter, encoding, etc.).
- Click Export.
- Save the exported file to your computer.
Exporting Contacts
- Go to the Contacts section in your CRM Bitrix account.
- Select the custom view you created in the previous step.
- Click the Export button.
- Choose the export format (CSV, Excel, or PDF).
- Choose the export options (include/exclude fields, delimiter, encoding, etc.).
- Click Export.
- Save the exported file to your computer.
That’s it! You’ve successfully exported your data using CRM Bitrix’s built-in tools.
Exporting Your Data Using a Third-Party Tool
If you prefer to use a third-party tool to export your data, there are several options available. Here are a few popular tools:
- Trujay
- Data2CRM
- Astera Centerprise
To use a third-party tool to export your data, follow the instructions provided by the tool’s vendor.
📊 Table
| Data Type | Exportable Fields | Export Formats | Export Options |
|---|---|---|---|
| Leads | Name, Last Name, Company Name, Email, Phone, Website, Address, etc. | CSV, Excel, PDF | Include/Exclude Fields, Delimiter, Encoding, etc. |
| Deals | Title, Deal Stage, Probability, Sales Manager, etc. | CSV, Excel, PDF | Include/Exclude Fields, Delimiter, Encoding, etc. |
| Contacts | Name, Last Name, Company Name, Email, Phone, Website, Address, etc. | CSV, Excel, PDF | Include/Exclude Fields, Delimiter, Encoding, etc. |
❓ FAQs
How do I create a custom view in CRM Bitrix?
To create a custom view in CRM Bitrix:
- Go to the section you want to create a view in (Leads, Deals, Contacts, etc.).
- Click the gear icon in the top right corner.
- Select “Add new view”.
- Enter a name for your view.
- Select the fields you want to display in the view.
- Apply any filters or sorting criteria you want to use.
- Click “Save”.
What is the best export format to use?
The best export format depends on your needs. CSV is a good choice if you need to import the data into another system, while Excel and PDF are better for viewing and analysis.
Can I export data from other CRM systems into CRM Bitrix?
Yes, you can. CRM Bitrix supports data import from several popular CRM systems, including Salesforce, Zoho CRM, and Sugar CRM.
What if I need to export data that’s not covered in this guide?
If you need to export data that’s not covered in this guide, consult the CRM Bitrix documentation or contact their support team for assistance.
Can I schedule automatic exports in CRM Bitrix?
Yes, you can. CRM Bitrix allows you to schedule automatic exports for leads, deals, and contacts. To do this, go to the section you want to schedule an export for, select the custom view you want to use, and click the “Export” button. From there, you can choose the export format, options, and scheduling frequency.
What if I encounter an error while exporting my data?
If you encounter an error while exporting your data, check the CRM Bitrix documentation for troubleshooting tips, or contact their support team for assistance.
How can I ensure the exported data is accurate?
The best way to ensure the exported data is accurate is to review it carefully before importing or using it. Check for any missing or incorrect data, and verify that the data is in the format you need.
How long does it take to export data from CRM Bitrix?
The amount of time it takes to export data from CRM Bitrix depends on several factors, including the amount of data you’re exporting and the export format you’re using. In general, smaller exports (a few hundred records) should only take a few seconds, while larger exports (thousands of records) can take several minutes or more.
Can I export data from CRM Bitrix on a mobile device?
Yes, you can. CRM Bitrix supports exporting data from mobile devices using the Bitrix24 mobile app.
Is it possible to export data from CRM Bitrix to Google Sheets?
Yes, it is possible to export data from CRM Bitrix to Google Sheets using a third-party tool like Zapier or Integromat.
Can I export data from CRM Bitrix to a CRM system other than Bitrix?
Yes, you can. Most CRM systems support data import, so you should be able to export your data from CRM Bitrix and import it into the new system.
Does CRM Bitrix offer any export templates?
Yes, CRM Bitrix offers several export templates you can use for leads, deals, contacts, and more. To access the templates, go to the section you want to export data from, click the “Export” button, and select “Export templates”.
How can I ensure the data is secure during export?
To ensure the data is secure during export, use a secure connection (HTTPS), and avoid using public Wi-Fi networks or unsecured devices. You should also follow best practices for securing your computer and network.
What if I need help exporting my CRM Bitrix data?
If you need help exporting your CRM Bitrix data, consult the CRM Bitrix documentation, or contact their support team for assistance.
🎉 Conclusion
Congratulations! You’ve made it to the end of our comprehensive guide on how to export CRM Bitrix.
By now, you should have a clear understanding of how to prepare your data for export, how to use CRM Bitrix’s built-in tools to export your data, and how to use third-party tools to export your data.
If you encounter any issues or need further assistance, don’t hesitate to reach out to the CRM Bitrix support team. They’re always available to help.
Ready to Export Your CRM Bitrix Data?
If you’re ready to export your CRM Bitrix data, follow the steps outlined in this guide. Remember to prepare your data carefully, choose the right export format and options, and review the exported data for accuracy.
Good luck, and happy exporting!
📢 Disclaimer
The information provided in this article is for informational purposes only. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information, products, services, or related graphics contained in the article for any purpose. Any reliance you place on such information is therefore strictly at your own risk.