All you need to do is create a connection between the e-commerce module and the CRM and your sales managers will be able to work with orders directly in the CRM. Incoming orders are received according to initialization settings, and can be distributed among sales managers to be pushed to a successful result. Going the other way works, too; orders taken by telephone can be created in the CRM and correspondingly in the e-store (more on that in a later post). All interactions connected to the order: calls, tasks, meetings, and messages exchanged can be recorded in the CRM.
- import of client and order data to the CRM
- regular two-way exchange between the CRM and e-store.
- order processing directly in the CRM
- orders from multiple internet stores can be received and processed in the CRM
When viewing deals, standard information about the deal is visible, along with the item ordered and client information. Changes made in from this view will be made in the website automatically. When everything is ready, an invoice can be printed.
Information about each synchronization event (the number of imported elements) is accessible in the Activity Stream for relevant users.
Integration can be set up starting either with the CRM or the e-commerce site.
Configuration on the e-commerce website is a little simpler than the CRM, so we’ll start there.
- In the Control Panel of the e-commerce site (Desktop>e-Store>CRM) click Configure CRM Integration.
- Indicate the parameters for connecting to the CRM. In Bitrix24, this would simply be the full address, e.g. https in the first field, and then myowncompany.bitrix24.com.
To make the connection, login information of a user who is a CRM administrator or intranet administrator must be entered.
Synchronization is performed via the account of a user in the e-store. We recommend generating this user account automatically, since it will be created with the required level of access for orders. If you skip automatic creation of this account, it will have to be made manually. A description of the proper access levels which this user account must have is below (in the section about configuring the connection from the CRM side).
- After saving the connection parameters, you will be offered to continue with synchronization and settings the import parameters.
- Clicking Configure parameters and import data will open your CRM in a new tab and let you complete initialization.
The URL of the store and the user authorization information (with the password hidden) are automatically presented in the form.
If for any reason (for example, failed authorization) the form is not filled out, fill in the parameters manually. The user login can be found in the user list of the e-store Desktop>Settings>Manage users>User; assign a (new) password and enter it in the integration form.
- Go through all the steps of the setup wizard. You will need to enter the period for which you want to import data (your backlog of orders), the default probability for deals to be completed, the initial responsible person, and whether deals brought in should be publicly available (accessible to other sales people beside the responsible person), the frequency of synchronization, and the workgroup in the intranet which receives notification concerning synchronization results (new incoming deals and contacts).
Integration starting from the CRM
Setup for integration starting from the CRM is done at CRM>Settings> e-Stores in your intranet.
There are two ways to start, which differ simply by interface. When setting up the configuration, click New connection and enter the connection parameters in the form. New connection wizard will launch the wizard. In either case you will need to enter the same parameters, so you can choose either one.
The slightly difficult part of the CRM integration is you need to create or configure a user in the e-store (going back to your e-store and into its Control Panel) whose account will be used to effect synchronization. Remember, that when you set up integration starting from the e-store, this user can be created automatically with the Auto create user account and configure access permissions option.
The user account through which the CRM and e-store integration is set up needs to have the following rights granted in Bitrix Site Manager:
- Full access (W) to the e-Store module
- Read® access to the Commercial Catalog
- View all settings ® of the Kernel module
- The right to export orders (this is configured in the User groups allowed to export parameter at Desktop>e-Store>e-Store settings>1C integration)
- Read access to the "/bitrix/admin" section