IndiVision.BitrixMigrationTool 1.2023.1.1

The Bitrix Migration Tool

The Bitrix Migration Tool is designed to migrate data from the Bitrix 24 cloud CRM to the Dataverse database used in the Microsoft Dynamics 365 product line.

Key functions

Providing data transfer of key system entities: Lead, Contact, Company, Deal, Invoice, Quote, Activity, Currency. Provides a convenient interface for generating an attribute map of the main system entities: • View the metadata of the attributes of the selected entity • Quickly search for an attribute by logical name or display name • Coloring depending on attribute type • Filtering attributes by type • Create an attribute map by dragging and dropping • Built-in compatibility check of mapped attributes by type.

Mapping option set elements for Bitrix system attributes (Crm status, Crm_enum_ownertype, Crm_enum_activitytype, Crm_enum_activitystatus, Crm_enum_activitypriority, etc.) and Dataverse system attribute types (Option Set, Status, or Status Reason attribute types supported).

Test loads a portion of data with selected attributes from both Bitrix and Dataverse: • View the data selection in a table with the ability to sort by columns • Quick search by value in the selected column • Exclude loading of "empty" rows (if there is no data in the selected attributes) • Specify an arbitrary data fetching filter (Bitrix only).

Saves the generated migration map (mapped attributes of the selected entities) to the local computer and then loads it into the Application for use. Creates attributes for the selected entity if they are not in the target system. Managed mapping map-based data transfer: • Specifying a filter for fetching data from the Bitrix24 database • Automatically detect duplicate records with the ability to configure Application actions to resolve conflicts • Preview of the data to be downloaded (from the source system) • View the data uploaded (to the target system) • Progress indicator and real-time error message • Maintaining an enhanced data transfer log • Interrupt data transfer on user demand.

Automatic creation of relationships between transferred data records in the target system: • Transfer data to multiple "passes" to correctly create one-to-many relationships • Setting up the "binding" of the transferred data to existing records in the target system

Configure Application and User Interface settings for efficient use: • Switch the Dataverse language in the Application to view Dataverse metadata (entity names, attributes, option sets, and option set item names) in the selected language • Choice of interface language (Ukrainian, Russian and English languages are supported) • Setting the interface font (small, medium, large font size is supported).

All the main functions of connecting to the target system Dataverse and authenticating the user are provided at the XrmToolBox level. Interaction with the source Bitrix 24 system is built on the use of REST API with token authentication. The Dataverse user credentials and authentication key (encrypted) for connecting to the Bitrix web service are stored on the user's local computer and are never transferred to any cloud resources.