How to migrate from Bitrix24 to PromptLab
Export deals, contacts, companies, estimates and products from Bitrix24 as CSV or Excel, then import and map them in PromptLab. A step-by-step guide.
By the PromptLab team6 November 20264 min read
Bitrix24 to PromptLab is a file-based move. You export your lists from the Bitrix24 CRM as CSV or Excel, import them into PromptLab, map the columns, and bring your products across the same way.
This post walks through it for a team that sells products: why people move, what to prepare, each step, and the first week.
Why do product sales teams move from Bitrix24?
Bitrix24 is a workspace for the whole company: a CRM, tasks and projects, chat and video calls, a drive, sites and an online store. It is priced per organisation, from $49 to $399 a month billed annually, which is cheap for a big team. Its CRM is broad too, with WhatsApp, Telegram, telephony and AI call transcripts.
The reasons to move are focus and the order side of the deal. Nothing tracks a sample, there is no price list per customer, and estimates start on Standard at $99. Its MCP server and API need a Vibe+ plan. A team that only sells ends up configuring a company workspace.
Those are Bitrix24's prices as we found them on 3 November 2026. Read our Bitrix24 alternatives for the wider field, or the Bitrix24 vs PromptLab comparison.
What to prepare before you export from Bitrix24
Bitrix24 exports each list on its own, so plan for several files, not one.
Before you move from Bitrix24
Moving to PromptLab
From Bitrix24 in four steps
- 1Export deals, contacts and companiesIn its CRM, open Deals, switch to List view, then open Settings and pick CSV or Excel. Each pipeline exports on its own. Only contacts marked Included in export come out, so set that first with a group action.
- 2Export estimates and productsEstimates and invoices export from their own lists the same way. Tick Export detailed SKUs to keep the products on each deal.
- 3Import into PromptLabClick Import on our Accounts, Contacts or Deals list and upload the file, or pick it from Google Drive. Match the columns to our fields and run it.
- 4Reconnect your channelsConnect Gmail or Outlook, your WhatsApp number and your Telegram bot, so new conversations land in our Inbox on the right contact.
Step 1: export deals, contacts and companies
In the Bitrix24 CRM, open Deals and switch to List view. Then open Settings and pick CSV or Excel. Each pipeline exports on its own, so repeat the export for every pipeline you use.
Only contacts marked Included in export come out, so set that first with a group action. Export everything in one sitting after the freeze, so the files match each other, and name them clearly, for example deals, contacts and companies.
Step 2: export estimates and products
Estimates and invoices export from their own lists the same way. Tick Export detailed SKUs to keep the products on each deal.
Don't skip this. Your product list imports straight into PromptLab's Products. Line items on a quote don't rebuild from a flat file, so keep the detailed export as the record of what each customer bought and at what price, and re-create open estimates as quotes from a price list.
Step 3: import into PromptLab
In PromptLab, click Import on the Accounts, Contacts or Deals list and upload the file, or pick it from Google Drive. Start with companies, which become accounts, then contacts, then deals, so the accounts are in place before the contacts and deals that belong to them.
Step 4: map columns, then reconnect channels
Match Bitrix24's fields to PromptLab's and run the import. Then import notes and tasks the same way. Check one busy account end to end: its contacts, its deals, its notes and its open tasks.
Then connect Gmail or Outlook, your WhatsApp number and your Telegram bot, so new conversations land in the Inbox on the right contact.
What to add in your first week
You've kept the pipeline your reps know. Now add what Bitrix24 didn't hold.
- Samples. Log each sample request on the account and the deal. How to track product samples has the routine.
- Price lists. Create a price list per key customer, so reps quote from agreed prices, not memory.
- Quotes and orders. Send a quote from a price list, and raise the sales order when the customer says yes.
- Meetings. Join your Zoom, Google Meet and Teams calls with the recorder and get a summary and a drafted follow-up.
- Workflows. Automations are on Basic: when a deal changes stage, create the next task.
Frequently asked questions
How do I export data from Bitrix24?
In the CRM, open Deals, switch to List view, then open Settings and pick CSV or Excel. Each pipeline exports on its own. Only contacts marked Included in export come out.
Can I import straight from Google Drive?
Yes. When you select Import on a PromptLab list, you can upload the file or pick it from Google Drive.
Will my estimates and products come across?
Your products do: import them into PromptLab's Products list. Export estimates and invoices from their own lists, and tick Export detailed SKUs to keep the products on each deal. Quote line items don't rebuild from a flat file, so re-create the open estimates as quotes in PromptLab and keep the export as the history.
Is there a sync with Bitrix24?
No. PromptLab's two-way sync covers Salesforce and HubSpot, so a Bitrix24 move runs on exports and imports. A small test batch first is a good habit.
Is there help with a larger move?
Business includes data migration support and a dedicated account manager. Basic and Professional come with a 14-day free trial, with no card, which is enough to test a full import.
Sources
Prices and features of other CRMs come from each vendor's own pages, on the dates below.
- Bitrix24, checked on 3 November 2026: Pricing, Plan comparison, MCP server, CoPilot call processing, Exporting CRM data