IndiVision.BitrixMigrationTool 1.2023.1.7

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 of data sets with the selected attributes from both Bitrix and Dataverse: • Viewing the data selection in a table form with the ability to sort by columns • Quick search by value in the selected column • Exclusion of “empty” rows loading (if there is no data in the selected attributes) • Specifying of an arbitrary data fetching filter (Bitrix only).

Saving of the generated migration map (mapped attributes of the selected entities) to the local computer and then its loading into the Application for use.

Creation of the 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 detection of the duplicate records with the ability to configure Application actions to resolve conflicts • Preview of the data to be downloaded (from the source system) • Viewing the data uploaded (to the target system) • Progress indicator and real-time error message • Maintaining an enhanced data transfer log • Interruption of the 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 main functions of connection to the target system Dataverse and authentication of 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.