Migration from Zoho by Bitrix24 Integrations

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Migration from Zoho

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Bitrix24 Integrations

Description

The application is designed for a one-time data transfer from your Zoho account to your Bitrix24 portal.

✓ Will be migrated:

users
roles
leads
companies
contacts
deals,
CRM tasks
notes → timeline
CRM record attachments → timeline,
all of Zoho Projects (projects, tasks, subtasks, comments)

✗ Will not be migrated:

calls without phone numbers / meetings not linked to CRM
price quotes (pricing plan limitation)
embedded images in Projects task descriptions
files in Projects task comments (Zoho API limitation)

Upon completion of the migration, you can download a detailed report on the migrated entities.

Installation instructions

Technical support

Data security

Added: 01/07/2026

Technical Support

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support.

Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.

Installation instructions

Follow standard guidelines to install the app in Bitrix24 Market. When ready, proceed with the following steps:

Log in. If you are connected, you can start the import.
Select entities to transfer and start the data transfer.

Data security

Learn more

Migration from Zoho

The application requests access to the following data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Tasks

full access: view, create, edit and delete tasks, check lists, comments, files, dependencies, costs; view, create, edit and delete stages

Users

full access: view, create, edit and delete users

Drive

full access: view, create, edit and delete storages, folders and files

Tasks

Workgroups

full access: view, create, edit and delete workgroups; manage users

Company structure

full access: view, create, edit and delete departments

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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