We continue a series of articles on the practical application of the Bitrix24 CRM system. For those who missed the beginning, we recall the important materials: Creation of peace in the organization through the implementation of Bitrix24 ; Big implementation and customization of Bitrix CRM. External integration ; Business processes in CRM ; Special reports and traffic management in Bitrix24 ; Case: Implementation of Bitrix24 at a large industrial enterprise ; How does the exchange of goods 1C UT and Bitrix24 . We know how to implement Bitrix24 in a company and are ready to advise you. Contact. Today we are talking about ways to load the database of counterparties in Bitrix24 CRM.
The article is long let s start with the conclusions: regular import from csv works, but is extremely limited and poorly suited for real practice; in the Bitrix24 and 1C exchange module, the exchange of counterparties is NOT implemented; we have developed two of our own software Kuwait Phone Number List modules (code for 1C: Enterprise), which help to solve this problem; we are ready to share our work (if you “share” the article on social networks and help us become famous); The technology we have mastered allows us to create and maintain various types of data exchange with Bitrix24. So, to business! You may be interested in: Implementation of Bitrix24 ; Management, 1C: Integrated Automation and other ERP and CRM systems.
Even if there is no 1C, almost all companies have at least some kind of customer base, and it needs to be downloaded. All customers from all systems expect advanced capabilities for the exchange of information. The dream looks like this: Full synchronization of Bitrix24 How can I upload a customer database from Excel to Bitrix24? There are several ways to externally integrate Bitrix24, including writing your own application . A similar file can be collected from the “excel client database”, if you have one. Loading Clients from ExcelThis method works, but it has several drawbacks: the procedure is manual, there is no scheduled launch or other automation; there is no possibility to update the data already available in CRM.
Synchronization of 1C counterparties and Bitrix24 companies
Phone number list will give you great list
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