Back Office B2CORE
Gestione dati senza sforzo
Semplifica integrazione e gestione dei dati con B2CORE. Importa, esporta e archivia informazioni clienti, dettagli conti o dati dei programmi IB in modo più efficiente nel Back Office.
Funzionalità principali
Tipi di dati supportati
Importa dati clienti e conti usando email, numero di conto e product ID. Importa i dati degli Introducing Broker usando IB email e IB type ID.
Tracking delle operazioni
Gestisci il processo di integrazione usando titolo, tipo di dati, timestamp e utenti. Traccia l’avanzamento dell’importazione con aggiornamenti di stato in tempo reale.
Tracking errori e log
Visualizza e registra i dettagli dei record importati con successo. Trova messaggi dettagliati per gli errori incontrati durante l’importazione.
Come funziona
01
Prepara i file dati
Formatta i dati in un file CSV o TSV per importare clienti, conti o programmi IB.
02
Avvia l’importazione
Vai alla pagina Import Data e carica il file per avviare l’integrazione dei dati.
03
Monitora l’avanzamento
Traccia lo stato dell’operazione e rivedi log o messaggi di errore se sorgono problemi.
04
Accedi AI dati importati
Visualizza i dati integrati direttamente nelle corrispondenti pagine del Back Office.
Perché usare import data in B2CORE?
Integrazione fluida
Porta rapidamente dati esterni nel Back Office per operazioni snellite.
Tracking errori
Log e messaggi di errore dettagliati per una risoluzione tempestiva.
Efficienza temporale
Automatizza i caricamenti bulk di dati per risparmiare tempo e ridurre errori manuali.
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.
Esplora la gestione dati di B2CORE
Semplifica l’integrazione dati con la gestione dati di B2CORE. Prepara, importa in bulk e visualizza dati di clienti, conti e programmi IB.