B2CORE Back Office
Gestión de datos sin esfuerzo
Simplifique la integración y gestión de datos con B2CORE. Importe, exporte y almacene información de clientes, detalles de cuentas o datos de programas IB con más eficiencia en el Back Office.
Funciones clave
Tipos de datos admitidos
Importe datos de clientes y cuentas usando email, número de cuenta e ID de producto. Importe datos de Introducing Brokers usando email IB e ID de tipo IB.
Seguimiento de operaciones
Gestione el proceso de integración con título, tipo de datos, marca de tiempo y usuarios. Haga seguimiento del progreso de importación con actualizaciones de estado en tiempo real.
Seguimiento de errores y logs
Vea y registre detalles de registros importados correctamente. Encuentre mensajes detallados de errores durante el proceso de importación.
Cómo funciona
01
Preparar archivos de datos
Formatee los datos en un archivo CSV o TSV para importar clientes, cuentas o programas IB.
02
Iniciar importación
Vaya a la página Importar datos y cargue su archivo para iniciar la integración.
03
Monitorear el progreso
Haga seguimiento del estado de la operación y revise logs o mensajes de error si surgen problemas.
04
Acceder a datos importados
Vea los datos integrados directamente en las páginas correspondientes del Back Office.
¿Por qué usar importar datos en B2CORE?
Integración fluida
Incorpore rápidamente datos externos al Back Office para operaciones más ágiles.
Seguimiento de errores
Logs y mensajes de error detallados para una resolución oportuna.
Ahorro de tiempo
Automatice cargas masivas de datos para ahorrar tiempo y reducir errores manuales.
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
Explore la gestión de datos de B2CORE
Simplifique la integración de datos con la gestión de datos de B2CORE. Prepare, importe en masa y consulte datos de clientes, cuentas y programas IB.