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Bitrix24 CRM ⇆ MS Excel
CRM data Bitrix24 ⇆ Excel: export and import
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Bewertung
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Installationen3
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EntwicklerAKFINANCE ADVISORY SERVICES - FZCO
Description:
The application allows you to export CRM data from Bitrix24 to MS Excel for further editing, adding, and bulk deleting records, with the ability to import all modified data from the MS Excel file back into Bitrix24. Over 40 CRM entities are supported: Leads, Deals, Contacts, Companies, Estimates, Invoices, Activities, Addresses, Currencies, VAT Rates, Units of Measure, Products, Product Catalogs, Product Sections, Products (Properties), Product Rows, Requisites, Bank Details, Requisite Links, Requisite Templates, Requisite Template Fields, Directories, Payment Systems, Payer Types, Call Lists, Documents (Generator), Document Templates, Document Numerators, Recurring Deals, Recurring Invoices, Invoice Statuses, Payments, Deliveries, Digital Workplaces, Duplicate Settings, Activity Icons, Activity Bindings, Activity Types, Timeline Comments, Timeline Log Entries, Custom Fields (Leads, Deals, Contacts, Companies, Invoices, Estimates, Requisites).
Features:
- To create a new record, the ID field must be empty; otherwise, the record with the specified ID will be upd ated.
- To delete a record, se t the _DELETE column value to 1.
- Available operations (add, update, delete) depend on the entity — restrictions are indicated by colored labels.
- During export, reference sheets (Fields, Users, Stages, etc.) are automatically added to help decode identifiers.
- Export filters are supported: by stage, assigned person, date, pipeline, and other parameters.
Instructions: A complete user guide is available in the "Help" section. To access it, install the application and click the menu button (⚙) in the top right corner of the application, then select "Help".
Application capabilities/limitations/features:
- Supports MS Excel files with the .xlsx extension.
- Two-way conversion Bitrix24 CRM ⇆ MS Excel.
- Supports over 40 CRM entities (Leads, Deals, Contacts, Companies, etc.).
- To create a new record, the ID field must be empty; to delete — set _DELETE column to 1.
- Available operations depend on the entity and are indicated by colored labels.
- Maximum upload file size — 30 MB.
